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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1651
Fiduciary Alliance
South Carolina
$328K -$75K -757 -19%
ST
1652
Smithfield Trust
Pennsylvania
$327K -$32.2K -325 -9%
KFGK
1653
Keystone Financial Group (Kentucky)
Kentucky
$327K +$326K +3,291 New
FSA
1654
Financial Sense Advisors
California
$325K +$324K +3,277 New
SWP
1655
Strategic Wealth Partners
Ohio
$325K +$28.1K +284 +9%
II
1656
Impact Investors
California
$325K -$107K -1,080 -25%
SIS
1657
Sound Income Strategies
Florida
$325K -$74.2K -749 -19%
LA
1658
LVW Advisors
New York
$324K +$50K +505 +18%
KAM
1659
Knightsbridge Asset Management
California
$324K -$341K -3,448 -51%
RLH
1660
RD Lewis Holdings
Florida
$323K -$87.1K -880 -26%
MAWA
1661
Moss Adams Wealth Advisors
Washington
$323K -$42.3K -427 -12%
SICM
1662
Sustainable Insight Capital Management
New York
$323K +$322K +3,255 New
BWFA
1663
Baltimore-Washington Financial Advisors
Maryland
$323K +$28.8K +291 +10%
GI
1664
GAMCO Investors
Connecticut
$322K -$2.31M -23,378 -88%
CFM
1665
Compass Financial Management
Florida
$321K +$302K +3,050 New
VCM
1666
Versant Capital Management
Arizona
$319K -$87.3K -882 -22%
SMC
1667
Smith, Moore & Co
Missouri
$318K +$317K +3,199 New
CWP
1668
Curated Wealth Partners
California
$317K +$90.8K +917 +40%
SWMP
1669
Signature Wealth Management Partners
New Jersey
$315K -$267K -2,695 -46%
RCAG
1670
Rehmann Capital Advisory Group
Michigan
$314K -$19.4K -196 -6%
PFW
1671
Petros Family Wealth
Minnesota
$314K +$313K +3,163 New
GKIM
1672
GW&K Investment Management
Massachusetts
$312K -$432K -4,360 -58%
CAG
1673
Csenge Advisory Group
Florida
$312K +$41.4K +418 +15%
SP
1674
SmartHarvest Portfolios
Washington
$312K -$23.1K -233 -7%
AA
1675
Acorns Advisers
California
$311K +$103K +1,043 +50%
65 66
67
68 69