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Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
2676
Colonial Trust Advisors
South Carolina
$293K -$57.2K -251 -18%
KFS
2677
Kelly Financial Services
Massachusetts
$293K +$17.3K +76 +7%
JWS
2678
Juncture Wealth Strategies
Arizona
$293K -$2.28K -10 -0.9%
EFG
2679
Elios Financial Group
Ohio
$292K +$254K +1,115 New
SFG
2680
SevenBridge Financial Group
Pennsylvania
$292K +$190K +833 New
MWM
2681
Mosley Wealth Management
California
$291K +$303K +1,330 New
ACM
2682
Arcataur Capital Management
Wisconsin
$290K -$185K -812 -42%
ST
2683
Sentinel Trust
Texas
$290K -$2.51K -11 -1%
GPWA
2684
Great Point Wealth Advisors
Massachusetts
$289K +$252K +1,105 New
OWP
2685
ORG Wealth Partners
Texas
$289K +$252K +1,104 New
CF
2686
Clarity Financial
Texas
$288K +$5.47K +24 +2%
MWA
2687
Meridian Wealth Advisors
Texas
$288K -$26K -114 -9%
AP
2688
Appleton Partners
Massachusetts
$288K -$153K -672 -38%
NDSI
2689
Newman Dignan & Sheerar Inc
Rhode Island
$288K -$7.98K -35 -3%
PWH
2690
Priebe Wealth Holdings
Minnesota
$288K -$2.74K -12 -1%
AWM
2691
Accel Wealth Management
Iowa
$288K +$251K +1,099 New
CPW
2692
Catalyst Private Wealth
California
$287K +$1.14K +5 +0.5%
UBG
2693
United Bank (Georgia)
Georgia
$287K +$250K +1,097 New
ODA
2694
One Degree Advisors
California
$287K – – –
HI
2695
Human Investing
Oregon
$287K +$12.1K +53 +5%
AA
2696
AlphaMark Advisors
Kentucky
$286K +$33.3K +146 +15%
TCPG
2697
Trivant Custom Portfolio Group
California
$286K – – –
SFG
2698
Sunburst Financial Group
Alabama
$286K -$15.7K -69 -6%
CC
2699
Copperleaf Capital
North Carolina
$285K -$18.7K -82 -7%
LFA
2700
Lauterbach Financial Advisors
Texas
$285K – – –
106 107
108
109 110