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Name Holding Trade Value Shares
Change 		Change in
Stake
DEM
1651
Disciplined Equity Management
Florida
$929K +$884K +2,637 New
LA
1652
Latitude Advisors
Florida
$928K +$235K +702 +36%
MCM
1653
MV Capital Management
Maryland
$926K -$24.1K -72 -3%
SA
1654
SRH Advisors
Kansas
$925K – – –
FA
1655
Fermata Advisors
California
$924K +$14.1K +42 +2%
BWM
1656
Brickley Wealth Management
California
$924K +$54.3K +162 +7%
PP
1657
Patron Partners
Texas
$920K +$54.3K +162 +7%
NHC
1658
Nicholas Hoffman & Company
Georgia
$919K +$161K +480 +23%
BCP
1659
Blue Chip Partners
Michigan
$919K +$242K +723 +38%
PL
1660
Pluribus Labs
California
$919K +$875K +2,610 New
PG
1661
Prostatis Group
Maryland
$911K +$547K +1,632 +171%
CG
1662
Clarus Group
Texas
$911K – – –
SAM
1663
Secure Asset Management
Michigan
$910K +$332K +990 +62%
IWS
1664
Insight Wealth Strategies
California
$909K -$4.03K -12 -0.5%
BDWM
1665
Brewin Dolphin Wealth Management
Ireland
$908K – – –
FLPIM
1666
F.L. Putnam Investment Management
Massachusetts
$906K +$553K +1,650 +179%
BA
1667
Bellwether Advisors
Nebraska
$906K +$575K +1,713 +199%
EW
1668
Evoke Wealth
California
$905K -$12.6M -37,536 -94%
FCA
1669
FinTrust Capital Advisors
South Carolina
$905K -$1.51M -4,488 -64%
TPA
1670
Trivium Point Advisory
Connecticut
$904K +$14.1K +42 +2%
VCM
1671
Virtue Capital Management
Tennessee
$901K -$164K -489 -16%
PFPT
1672
Pinnacle Financial Partners (Tennessee)
Tennessee
$899K +$567K +1,692 +197%
CWA
1673
Choice Wealth Advisors
Maine
$898K -$2.57M -7,650 -75%
SCA
1674
Sander Capital Advisors
Washington
$898K – – –
FP
1675
Foundry Partners
Minnesota
$897K -$35.2K -105 -4%
65 66
67
68 69