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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1751
SOA Wealth Advisors
New York
$302K -$16.6K -192 -6%
HIC
1752
Holderness Investments Company
North Carolina
$302K -$43.2K -498 -13%
CAI
1753
Capital Advisors Inc
Oklahoma
$302K +$47.7K +550 +20%
AWM
1754
Aprio Wealth Management
Georgia
$301K -$59K -681 -17%
SCA
1755
Sage Capital Advisors
South Dakota
$301K +$39.6K +457 +16%
FFA
1756
Florida Financial Advisors
Florida
$301K +$84.8K +978 +42%
RZH
1757
Relyea Zuckerberg Hanson
Connecticut
$300K -$170K -1,966 -38%
CG
1758
CFO4Life Group
Texas
$300K -$37.9K -437 -12%
SGA
1759
Sustainable Growth Advisers
Connecticut
$300K -$167M -1,924,882 -100%
SOAG
1760
Silver Oak Advisory Group
Oregon
$299K +$284K +3,273 New
TF
1761
Tudor Financial
Ohio
$298K – – –
FBT
1762
First Bank & Trust
South Dakota
$298K -$2.25K -26 -0.8%
CCM
1763
Cloud Capital Management
Washington
$298K +$14.8K +171 +5%
BPWM
1764
BCS Private Wealth Management
New Jersey
$298K +$281K +3,247 New
IC
1765
Iconiq Capital
California
$298K -$74.6K -861 -21%
LA
1766
LVW Advisors
New York
$298K -$25.7K -296 -8%
FIM
1767
Freedom Investment Management
Connecticut
$297K +$17.2K +199 +7%
AW
1768
Alteri Wealth
California
$297K -$47.9K -553 -15%
BWP
1769
Balboa Wealth Partners
Arizona
$297K +$22.1K +255 +9%
SPF
1770
South Plains Financial
Texas
$296K -$53.2K -614 -16%
IF
1771
IRON Financial
Illinois
$295K +$23K +265 +9%
GIM
1772
Generali Investments Management
Slovenia
$293K -$85.3K -984 -23%
TWM
1773
Tolleson Wealth Management
Texas
$293K – – –
CMA
1774
Cedar Mountain Advisors
Oregon
$293K +$1.56K +18 +0.6%
KFI
1775
Key Financial Inc
Pennsylvania
$292K -$13K -150 -4%
69 70
71
72 73