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Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
951
First Affirmative Financial Network
Colorado
$251K -$5.73K -83 -3%
OPWM
952
Oxinas Partners Wealth Management
Indiana
$251K -$23.5K -340 -10%
WAAG
953
Wealth Alliance Advisory Group
Kansas
$251K – – –
SIMG
954
Sonora Investment Management Group
Arizona
$250K +$215K +3,117 New
FNBT
955
FineMark National Bank & Trust
Florida
$248K – – –
WA
956
Waverly Advisors
Alabama
$247K +$276 +4 +0.1%
EWA
957
EverSource Wealth Advisors
Alabama
$247K +$3.94K +57 +2%
DS
958
DRW Securities
Illinois
$247K -$102K -1,483 -33%
HFP
959
Holistic Financial Partners
Indiana
$243K -$35.3K -511 -14%
DIM
960
DLK Investment Management
California
$243K – – –
FMC
961
First Merchants Corp
Indiana
$243K +$209K +3,030 New
LFP
962
Leeward Financial Partners
Washington
$243K -$2.69K -39 -1%
CCM
963
Chilton Capital Management
Texas
$241K – – –
ZIM
964
Zacks Investment Management
Illinois
$241K +$207K +3,002 New
AGA
965
Accuvest Global Advisors
Utah
$240K +$207K +3,000 New
PCM
966
Perkins Capital Management
Minnesota
$240K +$207K +3,000 New
AIA
967
Alera Investment Advisors
Illinois
$240K -$3.8K -55 -2%
GJWM
968
Gilliland Jeter Wealth Management
Arkansas
$240K – – –
SC
969
Summa Corp
Texas
$239K +$206K +2,978 New
WWM
970
Wolff Wiese Magana
California
$238K +$10.5K +152 +5%
AWM
971
Aprio Wealth Management
Georgia
$236K +$204K +2,947 New
OAM
972
Occidental Asset Management
California
$235K -$25.1K -364 -11%
GI
973
GAMCO Investors
Connecticut
$231K +$199K +2,880 New
QCM
974
QRG Capital Management
Illinois
$227K +$196K +2,837 New
ST
975
Spinnaker Trust
Maine
$227K +$196K +2,837 New
37 38
39
40 41