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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1451
Fermata Advisors
California
$342K +$319K +2,175 New
CCT
1452
Chemung Canal Trust
New York
$341K -$173K -1,180 -35%
AFA
1453
AA Financial Advisors
Ohio
$341K -$2.94K -20 -0.9%
CG
1454
Corundum Group
Colorado
$341K -$734 -5 -0.2%
VCG
1455
Vantage Consulting Group
Virginia
$339K +$11K +75 +4%
DWS
1456
Dynamic Wealth Strategies
California
$338K +$734 +5 +0.2%
C
1457
Covestor
United Kingdom
$337K +$16.1K +110 +5%
FIM
1458
Freedom Investment Management
Connecticut
$336K -$169K -1,150 -35%
CWG
1459
Crown Wealth Group
North Carolina
$335K -$20.5K -140 -6%
FAG
1460
Fortitude Advisory Group
Washington
$335K -$10.3K -70 -3%
KC
1461
Knuff & Co
California
$334K – – –
HR
1462
Howe & Rusling
New York
$333K +$10.3K +70 +3%
TWM
1463
Thrive Wealth Management
Pennsylvania
$333K +$24.2K +165 +8%
JFGIW
1464
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$330K +$120K +815 +63%
VC
1465
Vicus Capital
Pennsylvania
$329K +$11.7K +80 +4%
PWP
1466
Perfromance Wealth Partners
Illinois
$326K -$8.07K -55 -3%
RCM
1467
Raleigh Capital Management
North Carolina
$326K -$56.5K -385 -16%
TWM
1468
Trueblood Wealth Management
Ohio
$326K +$11.7K +80 +4%
LEA
1469
Legacy Edge Advisors
New York
$326K +$15.4K +105 +5%
LP
1470
LGL Partners
Pennsylvania
$324K +$302K +2,060 New
FFWA
1471
FRG Family Wealth Advisors
Washington
$320K -$14.7K -100 -5%
PTC
1472
Private Trust Company
Ohio
$319K +$124K +845 +71%
WCM
1473
Wedge Capital Management
North Carolina
$319K +$2.94K +20 +1%
FTIS
1474
First Trust Investment Solutions
Florida
$318K -$47K -320 -14%
GKWIM
1475
Gerber Kawasaki Wealth & Investment Management
California
$318K -$5.14K -35 -2%
57 58
59
60 61