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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
776
Winthrop Advisory Group
Massachusetts
$218K +$200K +4,540 New
HIMC
777
Heritage Investors Management Corp
Maryland
$216K +$198K +4,500 New
AMM
778
American Money Management
California
$215K +$197K +4,480 New
CCFM
779
Clear Creek Financial Management
Washington
$215K +$197K +4,478 New
CNWM
780
Clay Northam Wealth Management
California
$213K +$196K +4,450 New
VT
781
Vise Technologies
New York
$212K +$195K +4,422 New
CCA
782
Conservest Capital Advisors
Pennsylvania
$212K +$194K +4,420 New
CA
783
Clearstead Advisors
Ohio
$211K -$78.6K -1,787 -29%
WKSWA
784
White Knight Strategic Wealth Advisors
New Jersey
$210K +$193K +4,380 New
FFM
785
Forum Financial Management
Illinois
$209K -$93.2K -2,118 -33%
GT
786
Greenleaf Trust
Michigan
$209K +$191K +4,351 New
WAP
787
Wealthcare Advisory Partners
Pennsylvania
$208K +$191K +4,344 New
FCM
788
Fortis Capital Management
Washington
$208K +$191K +4,338 New
LA
789
LVW Advisors
New York
$208K +$191K +4,330 New
HWM
790
HB Wealth Management
Georgia
$207K +$190K +4,314 New
KLCM
791
KG&L Capital Management
Louisiana
$207K +$190K +4,310 New
LWM
792
Laidlaw Wealth Management
New York
$205K +$188K +4,281 New
IAP
793
Indie Asset Partners
Indiana
$204K +$187K +4,260 New
NFG
794
Nations Financial Group
Iowa
$203K +$187K +4,240 New
BC
795
Bridgefront Capital
Texas
$202K +$185K +4,215 New
AWAU
796
Alliance Wealth Advisors (Utah)
Utah
$201K +$184K +4,190 New
GPA
797
Garrison Point Advisors
California
$200K +$184K +4,180 New
PPWM
798
PFG Private Wealth Management
Florida
$196K +$180K +4,085 New
AF
799
Advisornet Financial
Minnesota
$195K -$7.04K -160 -4%
SIM
800
SRS Investment Management
New York
$195K – – –
30 31
32
33 34