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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1401
Access Investment Management
Georgia
$29.9K – – –
BAM
1402
Bellevue Asset Management
Washington
$29.7K +$425 +6 +2%
MA
1403
Montag & Associates
Georgia
$29.4K -$136K -1,920 -83%
FGAM
1404
Financial Gravity Asset Management
Texas
$29.4K +$7.08K +100 +33%
WW
1405
Winnow Wealth
Texas
$29.4K +$1.13K +16 +4%
CFM
1406
Cornerstone Financial Management
Massachusetts
$29.2K +$28.1K +397 New
CB
1407
Community Bank
New York
$29K – – –
GWSA
1408
Global Wealth Strategies & Associates
Colorado
$29K – – –
EIP
1409
Essential Investment Partners
Colorado
$28.7K +$27.6K +390 New
EW
1410
Elyxium Wealth
California
$28.6K +$27.6K +389 New
RWM
1411
Raffa Wealth Management
District of Columbia
$27.9K +$3.12K +44 +13%
CT
1412
Colonial Trust
South Carolina
$27.2K +$4.82K +68 +22%
VWM
1413
Vermillion Wealth Management
Minnesota
$27K -$1.06K -15 -4%
RFP
1414
Root Financial Partners
California
$25.5K +$3.26K +46 +15%
POIA
1415
Pin Oak Investment Advisors
Texas
$25K +$21.3K +300 New
BFG
1416
Brandywine Financial Group
Tennessee
$25K +$24.1K +340 New
ZBNA
1417
Zions Bancorporation, National Association
Utah
$24.8K +$10.1K +143 +73%
FNWA
1418
Financial Network Wealth Advisors
Utah
$24.1K -$4.04K -57 -15%
C
1419
Covestor
United Kingdom
$24K +$779 +11 +4%
VR
1420
Vision Retirement
New Jersey
$23.5K +$22.6K +319 New
OPTFSNA
1421
Old Point Trust & Financial Services N A
Virginia
$23.2K – – –
HFM
1422
Harvest Fund Management
China
$23K – – –
CFS
1423
CGC Financial Services
Oregon
$22.3K – – –
FFO
1424
Fortitude Family Office
Arizona
$22.1K -$850 -12 -4%
CTA
1425
Colonial Trust Advisors
South Carolina
$22.1K – – –
55 56
57
58 59