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Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
776
Old North State Trust
North Carolina
$390K – – –
SAW
777
Signal Advisors Wealth
Michigan
$389K +$359K +6,685 New
JF
778
Jump Financial
Illinois
$387K -$372K -6,920 -51%
AWM
779
Angeles Wealth Management
California
$387K -$12.9K -240 -3%
PL
780
Parthenon LLC
Kentucky
$385K – – –
MWM
781
Mission Wealth Management
California
$381K +$538 +10 +0.2%
AIP
782
Ameritas Investment Partners
Nebraska
$379K -$10.2K -190 -3%
GFWA
783
Grey Fox Wealth Advisors
Delaware
$376K -$9.41K -175 -3%
CAM
784
Cypress Asset Management
Texas
$375K -$1.34K -25 -0.4%
HWA
785
HHM Wealth Advisors
Tennessee
$374K -$18.5K -345 -5%
SI
786
Seeds Investor
New York
$371K -$22.3K -415 -6%
TAM
787
Trust Asset Management
Texas
$371K – – –
FIM
788
Freedom Investment Management
Connecticut
$369K -$268K -4,990 -44%
MHR
789
Matthew Hamilton Rosenberg
$368K – – –
WE
790
Wealth Effects
Massachusetts
$368K – – –
BPA
791
Beacon Pointe Advisors
California
$366K -$18.8K -350 -5%
FBT
792
First Bankers Trust
Kentucky
$365K -$210K -3,905 -38%
FTIS
793
First Trust Investment Solutions
Florida
$364K -$2.73M -50,855 -89%
SWM
794
Spire Wealth Management
Virginia
$361K – – –
FAM
795
Formidable Asset Management
Ohio
$359K -$21.8K -405 -6%
ECG
796
Edge Capital Group
Georgia
$359K – – –
NWM
797
Napa Wealth Management
California
$358K +$1.34K +25 +0.4%
PMSA
798
Patrick M. Sweeney & Associates
Illinois
$357K – – –
KAM
799
KEB Asset Management
Illinois
$357K +$1.34K +25 +0.4%
MFG
800
Midwest Financial Group
Kansas
$352K – – –
30 31
32
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