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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
676
Gutierrez Wealth Advisory
Arkansas
$223K -$14.4K -53 -6%
WA
677
Wealthstream Advisors
New York
$221K -$14.2K -52 -6%
IPW
678
Intergy Private Wealth
Colorado
$221K +$224K +822 New
CW
679
Channel Wealth
California
$220K – – –
VC
680
Veery Capital
Delaware
$220K -$10.4K -38 -4%
WWM
681
Waterway Wealth Management
Texas
$217K +$221K +810 New
BFG
682
Beacon Financial Group
Texas
$217K +$220K +808 New
FCBT
683
First Citizens Bank & Trust
North Carolina
$215K +$218K +800 New
IAIM
684
International Assets Investment Management
Florida
$214K +$217K +798 New
CPA
685
Capital Performance Advisors
California
$211K +$214K +786 New
XF
686
XML Financial
Maryland
$211K +$214K +785 New
GBT
687
Grove Bank & Trust
Florida
$210K +$58K +213 +37%
CPWA
688
Cerro Pacific Wealth Advisors
California
$210K +$232K +852 New
EWM
689
Endowment Wealth Management
Wisconsin
$209K -$26.7K -98 -11%
MC
690
Moors & Cabot
Massachusetts
$208K -$67K -246 -24%
BA
691
Bluesphere Advisors
Pennsylvania
$207K +$210K +771 New
GKWIM
692
Gerber Kawasaki Wealth & Investment Management
California
$207K +$210K +770 New
CSP
693
Cary Street Partners
Virginia
$206K -$96.7K -355 -32%
ESB
694
Essex Savings Bank
Connecticut
$205K +$208K +762 New
AWA
695
Aletheian Wealth Advisors
Washington
$204K +$207K +761 New
G
696
GenTrust
Florida
$204K +$207K +761 New
WA
697
Whipplewood Advisors
Colorado
$203K -$17.7K -65 -8%
GSWA
698
Good Steward Wealth Advisors
Tennessee
$203K +$206K +757 New
BIM
699
Brentview Investment Management
Illinois
$203K -$57.2K -210 -22%
CCA
700
Cottonwood Capital Advisors
Utah
$202K +$205K +754 New
26 27
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