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Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
1551
Evernest Financial Advisors
Indiana
$10.2M +$1.03M +14,240 +12%
JWM
1552
Jessup Wealth Management
Ohio
$10.2M +$461K +6,360 +6%
LRWA
1553
Long Run Wealth Advisors
New York
$10.1M +$52.9K +730 +0.7%
CBTWT
1554
Community Bank & Trust (Waco, Texas)
Texas
$10.1M +$2.03M +28,040 +33%
OL
1555
Optas LLC
Texas
$10.1M +$125K +1,730 +2%
MPPLM
1556
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$10.1M -$3.46M -47,740 -30%
VCM
1557
Virtue Capital Management
Tennessee
$10.1M +$3.15M +43,500 +62%
ACM
1558
AlphaStar Capital Management
North Carolina
$10.1M +$1.41M +19,470 +21%
BWL
1559
Bogart Wealth LLC
Virginia
$10.1M +$415K +5,730 +5%
HT
1560
Headlands Technologies
Illinois
$10.1M +$583K +8,040 +8%
HCM
1561
Hollencrest Capital Management
California
$10M -$4.38M -60,490 -35%
RFA
1562
ROI Financial Advisors
Oregon
$10M -$400K -5,520 -5%
GAAM
1563
Guinness Atkinson Asset Management
California
$10M -$4.22M -58,230 -34%
HIC
1564
Hartline Investment Corp
Illinois
$10M -$94.2M -1,299,240 -92%
BCA
1565
Bay Colony Advisors
Massachusetts
$10M -$526K -7,260 -6%
CCT
1566
Capital City Trust
Florida
$9.98M +$3.48M +48,000 +77%
MIM
1567
Moseley Investment Management
Florida
$9.98M +$15.9K +220 +0.2%
HAM
1568
Harmony Asset Management
Arizona
$9.96M -$873K -12,040 -10%
ANTB
1569
AMG National Trust Bank
Colorado
$9.94M -$139K -1,920 -2%
AWA
1570
Artemis Wealth Advisors
New York
$9.94M -$12.3M -170,000 -61%
OIA
1571
Optimum Investment Advisors
Illinois
$9.93M +$8.7K +120 +0.1%
WAS
1572
Wesleyan Assurance Society
United Kingdom
$9.93M – – –
ISWM
1573
Independent Solutions Wealth Management
New York
$9.93M -$103K -1,420 -1%
DJYG
1574
David J. Yvars Group
Florida
$9.9M -$627K -8,650 -7%
RFN
1575
RDA Financial Network
Iowa
$9.88M -$241K -3,320 -3%
61 62
63
64 65