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Name Holding Trade Value Shares
Change
Change in
Stake
Melfa Wealth Management
1201
Melfa Wealth Management
Massachusetts
$299K +$297K +1,750 New
Winch Advisory Services
1202
Winch Advisory Services
Wisconsin
$298K +$297K +1,747 New
JT Stratford LLC
1203
JT Stratford LLC
Georgia
$297K +$295K +1,738 New
Sound View Wealth Advisors Group
1204
Sound View Wealth Advisors Group
Georgia
$297K +$295K +1,738 New
Grantvest Financial Group
1205
Grantvest Financial Group
New Jersey
$296K +$294K +1,733 New
Ascent Wealth Partners
1206
Ascent Wealth Partners
New York
$295K +$293K +1,726 New
Armis Advisers
1207
Armis Advisers
Georgia
$295K +$312K +1,836 New
Costello Asset Management
1208
Costello Asset Management
Pennsylvania
$294K +$293K +1,723 New
Quotient Wealth Partners
1209
Quotient Wealth Partners
Texas
$294K +$292K +1,719 New
BBES
1210
Buffalo Business & Estate Services
New York
$293K – – –
Greenleaf Trust
1211
Greenleaf Trust
Michigan
$292K +$290K +1,710 New
Magnolia Private Wealth
1212
Magnolia Private Wealth
Pennsylvania
$290K +$289K +1,699 New
Greystone Financial Group
1213
Greystone Financial Group
Michigan
$290K +$288K +1,698 New
Tobias Financial Advisors
1214
Tobias Financial Advisors
Florida
$288K +$287K +1,688 New
Drive Wealth Management
1215
Drive Wealth Management
Utah
$288K +$286K +1,683 New
Southern Financial Group
1216
Southern Financial Group
Alabama
$287K +$285K +1,678 New
SJS Investment Consulting
1217
SJS Investment Consulting
Ohio
$286K +$285K +1,675 New
BWA
1218
BlueChip Wealth Advisors
Georgia
$286K +$285K +1,675 New
Acadian Asset Management
1219
Acadian Asset Management
Massachusetts
$286K +$285K +1,680 New
First Citizens Bank & Trust
1220
First Citizens Bank & Trust
North Carolina
$285K +$284K +1,670 New
GenTrust
1221
GenTrust
Florida
$283K +$282K +1,659 New
Trivant Custom Portfolio Group
1222
Trivant Custom Portfolio Group
California
$283K +$282K +1,659 New
GCA
1223
Gallagher Capital Advisors
Texas
$281K +$280K +1,646 New
RAM Investment Partners
1224
RAM Investment Partners
Washington
$281K +$280K +1,646 New
Advisornet Financial
1225
Advisornet Financial
Minnesota
$281K +$279K +1,645 New