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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
2551
GGM Wealth Advisors
Maryland
$437K +$70.2K +2,800 +17%
RTC
2552
Riverview Trust Company
Washington
$437K +$402K +16,030 New
PIA
2553
Pinion Investment Advisors
Kansas
$436K +$29.1K +1,160 +8%
SSIM
2554
Sheets Smith Investment Management
Texas
$435K -$2.67M -106,340 -87%
AWM
2555
Activest Wealth Management
Florida
$435K +$78.3K +3,120 +24%
SWP
2556
Summit Wealth Partners
Florida
$433K -$81.3K -3,240 -17%
NCM
2557
Novare Capital Management
North Carolina
$432K -$129K -5,150 -25%
OCPWS
2558
One Charles Private Wealth Services
Massachusetts
$432K +$5.52K +220 +1%
AWA
2559
Aletheian Wealth Advisors
Washington
$432K +$153K +6,110 +63%
PCM
2560
Poehling Capital Management
Wisconsin
$431K – – –
SA
2561
Sunesis Advisors
Kansas
$431K – – –
WIA
2562
Wealthstreet Investment Advisors
Texas
$431K – – –
FUBT
2563
First United Bank & Trust
Maryland
$430K +$117K +4,650 +42%
JWA
2564
JFS Wealth Advisors
Pennsylvania
$428K +$85.5K +3,410 +28%
IAA
2565
Ironsides Asset Advisors
North Carolina
$427K +$100K +4,000 +34%
OPWM
2566
Oxinas Partners Wealth Management
Indiana
$425K -$562K -22,410 -59%
AA
2567
ALPS Advisors
Colorado
$425K -$23.6K -940 -6%
CW
2568
Cook Wealth
North Carolina
$425K – – –
CWA
2569
Clearview Wealth Advisors
Oregon
$423K -$493K -19,650 -56%
SNBOSD
2570
Security National Bank of So Dak
Iowa
$423K -$1.25K -50 -0.3%
BLAM
2571
Bourne Lent Asset Management
New York
$421K – – –
RPSA
2572
Richard P. Slaughter Associates
Texas
$420K – – –
KCM
2573
Kanawha Capital Management
Virginia
$419K -$50.2K -2,000 -12%
IFA
2574
Index Fund Advisors
California
$419K -$44.1K -1,760 -10%
LHWM
2575
Lake Hills Wealth Management
Texas
$418K -$269K -10,740 -41%
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103
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