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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
851
Evermay Wealth Management
Virginia
$239K +$113K +2,000 +118%
GIM
852
Grassi Investment Management
California
$238K +$208K +3,680 New
LFAS
853
Level Four Advisory Services
Texas
$238K -$63.3K -1,120 -23%
WANY
854
Wealthspire Advisors (New York)
New York
$234K +$205K +3,626 New
RI
855
Ridgewood Investments
New Jersey
$234K – – –
WBC
856
Westpac Banking Corp
Australia
$233K -$12.9M -228,413 -98%
CCA
857
Checchi Capital Advisers
California
$233K +$204K +3,607 New
DA
858
Detalus Advisors
Missouri
$232K +$203K +3,585 New
HFA
859
High Falls Advisors
New York
$231K +$202K +3,570 New
DWM
860
Dakota Wealth Management
Florida
$230K +$201K +3,564 New
PWPS
861
Pinnacle Wealth Planning Services
Ohio
$229K +$200K +3,538 New
NRI
862
NFP Retirement Inc
California
$228K +$200K +3,530 New
RBFC
863
Roman Butler Fullerton & Co
Missouri
$227K -$282K -4,985 -60%
DCM
864
Donaldson Capital Management
Indiana
$227K +$199K +3,513 New
EWA
865
EverSource Wealth Advisors
Alabama
$227K -$2.09K -37 -1%
IEFM
866
IQ EQ Fund Management
Ireland
$226K +$197K +3,493 New
USCWA
867
U.S. Capital Wealth Advisors
Texas
$224K +$196K +3,475 New
MA
868
MONECO Advisors
Connecticut
$224K +$196K +3,460 New
GA
869
Greytown Advisors
Florida
$223K -$703K -12,428 -78%
DS
870
DRW Securities
Illinois
$223K +$195K +3,447 New
CIEP
871
Constellation Investimentos e Participacoes
Brazil
$222K +$194K +3,435 New
SIA
872
Soltis Investment Advisors
Utah
$222K +$194K +3,430 New
SLWA
873
San Luis Wealth Advisors
California
$220K -$94.8K -1,677 -33%
NGA
874
Naples Global Advisors
Florida
$220K +$192K +3,403 New
APW
875
Acima Private Wealth
Virginia
$218K – – –
33 34
35
36 37