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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1076
Ascent Group
Virginia
$319K -$46.9K -563 -13%
SCA
1077
Stokes Capital Advisors
South Carolina
$319K – – –
IFWM
1078
Institute for Wealth Management
Colorado
$319K -$3.5K -42 -1%
BIAS
1079
Beacon Investment Advisory Services
New Jersey
$319K – – –
KCM
1080
Kathmere Capital Management
Pennsylvania
$318K -$2.92K -35 -0.9%
AWA
1081
Aaron Wealth Advisors
Illinois
$318K -$67.7K -812 -17%
RSWM
1082
Robertson Stephens Wealth Management
California
$318K -$15.9K -191 -5%
HSA
1083
HBK Sorce Advisory
Pennsylvania
$317K +$4K +48 +1%
KIA
1084
KCM Investment Advisors
California
$317K +$29.3K +352 +10%
PA
1085
PSI Advisors
Florida
$316K -$68.2K -818 -17%
PCM
1086
Parsons Capital Management
Rhode Island
$316K – – –
KDA
1087
Kraft Davis & Associates
Missouri
$313K – – –
NIM
1088
Northeast Investment Management
Massachusetts
$312K -$16.1K -193 -5%
CRI
1089
Colonial River Investments
Virginia
$312K -$13.8K -166 -4%
TC
1090
Trilogy Capital
California
$312K – – –
VBCG
1091
Valley Brook Capital Group
Pennsylvania
$309K -$25K -300 -7%
S
1092
Sunpointe
Missouri
$308K +$7.84K +94 +3%
MCM
1093
Mattern Capital Management
Colorado
$308K – – –
DJSG
1094
D.J. St. Germain
Massachusetts
$307K +$63.9K +767 +26%
BBW
1095
Blue Barn Wealth
Utah
$307K +$2.25K +27 +0.7%
CFP
1096
Cascade Financial Partners
California
$306K – – –
CAM
1097
Covenant Asset Management
New Jersey
$306K – – –
EWA
1098
EverSource Wealth Advisors
Alabama
$306K +$17.4K +209 +6%
BFAG
1099
Blackston Financial Advisory Group
Florida
$303K -$6.25K -75 -2%
AT
1100
Avalon Trust
New Mexico
$302K +$309K +3,703 New
42 43
44
45 46