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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
726
SOA Wealth Advisors
New York
$12.6K – – –
TCPG
727
Trivant Custom Portfolio Group
California
$12.6K – – –
JWA
728
JFS Wealth Advisors
Pennsylvania
$12.5K -$1.45K -21 -10%
FCG
729
Financial Connections Group
California
$12K – – –
WT
730
Whittier Trust
California
$11.9K – – –
CTC
731
Central Trust Company
Missouri
$11.7K -$276 -4 -2%
MCM
732
MV Capital Management
Maryland
$11.5K +$4.07K +59 +48%
CAS
733
Coppell Advisory Solutions
Texas
$11.4K -$758 -11 -6%
AWM
734
Activest Wealth Management
Florida
$10.7K – – –
CCM
735
Chilton Capital Management
Texas
$9.65K – – –
MA
736
Montag & Associates
Georgia
$9.58K -$20.1K -291 -66%
B
737
Birchbrook
Maine
$9.46K – – –
CFD
738
Creative Financial Designs
Indiana
$9.39K – – –
AF
739
Atala Financial
California
$9.14K +$9.99K +145 New
SC
740
Stance Capital
Massachusetts
$8.83K +$9.65K +140 New
SIM
741
Synergy Investment Management
Florida
$8.83K +$9.65K +140 New
TH
742
TCTC Holdings
Texas
$8.76K +$9.58K +139 New
HWM
743
HighMark Wealth Management
Minnesota
$8.13K – – –
FIA
744
FPC Investment Advisory
California
$8.01K +$10.5K +153 New
AT
745
Arlington Trust
Alabama
$8.01K – – –
GKIM
746
GW&K Investment Management
Massachusetts
$8K -$4.48K -65 -33%
CSC
747
Caldwell Sutter Capital
California
$7.63K – – –
GWSG
748
GPS Wealth Strategies Group
Colorado
$7.57K – – –
HCM
749
Hollencrest Capital Management
California
$7.57K – – –
TFA
750
Toth Financial Advisory
Virginia
$7.57K +$1.38K +20 +20%
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30
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