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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
876
Doliver Advisors
Texas
$271K -$18.5K -290 -8%
TCWM
877
Total Clarity Wealth Management
Illinois
$271K +$222K +3,475 New
NIWA
878
New Insight Wealth Advisors
California
$270K +$221K +3,465 New
GA
879
Greytown Advisors
Florida
$269K +$221K +3,457 New
FRM
880
Fox Run Management
Connecticut
$269K +$221K +3,456 New
GT
881
Glenview Trust
Kentucky
$269K +$220K +3,448 New
BL
882
Balentine LLC
Georgia
$265K +$218K +3,407 New
APW
883
Acima Private Wealth
Virginia
$262K – – –
AWM
884
Accurate Wealth Management
Florida
$262K -$32.3K -505 -14%
LFAS
885
Level Four Advisory Services
Texas
$262K +$215K +3,360 New
DA
886
Detalus Advisors
Missouri
$261K +$214K +3,345 New
HWAM
887
Hennion & Walsh Asset Management
New Jersey
$259K -$29.1K -455 -12%
FW
888
FirstPurpose Wealth
Utah
$259K +$212K +3,321 New
FCM
889
Fortis Capital Management
Washington
$259K +$212K +3,321 New
MFG
890
Mainsail Financial Group
Washington
$255K +$203K +3,180 New
TWM
891
Trueblood Wealth Management
Ohio
$254K +$209K +3,267 New
PCM
892
Perkins Capital Management
Minnesota
$253K -$140K -2,200 -40%
PWPS
893
Pinnacle Wealth Planning Services
Ohio
$251K +$206K +3,224 New
MGIA
894
Moneta Group Investment Advisors
Missouri
$251K +$206K +3,223 New
CCM
895
Coldstream Capital Management
Washington
$251K +$205K +3,216 New
FSA
896
Fort Sheridan Advisors
Illinois
$250K +$205K +3,210 New
PFWA
897
Paces Ferry Wealth Advisors
Georgia
$250K +$205K +3,203 New
FAM
898
Flaharty Asset Management
Florida
$249K +$31.9K +500 +19%
DI
899
Diligent Investors
California
$248K -$67.7K -1,060 -25%
EP
900
Edgestream Partners
New Jersey
$248K -$502K -7,854 -71%
34 35
36
37 38