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Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
1676
Elevation Capital Advisory
Oregon
$381K +$365K +1,683 New
NIM
1677
NXG Investment Management
Texas
$379K -$111K -510 -23%
SSW
1678
Smith Shellnut Wilson
Mississippi
$377K – – –
SFWC
1679
Strategic Family Wealth Counselors
New Jersey
$377K – – –
CCA
1680
Cobblestone Capital Advisors
New York
$377K +$1.3K +6 +0.4%
JFA
1681
JNBA Financial Advisors
Minnesota
$376K +$651 +3 +0.2%
LOPW
1682
Live Oak Private Wealth
North Carolina
$374K – – –
HPWA
1683
Hall Private Wealth Advisors
North Carolina
$374K +$358K +1,650 New
TFO
1684
Tarbox Family Office
California
$372K +$69K +318 +24%
RWG
1685
Regal Wealth Group
California
$371K -$160K -738 -31%
SSWM
1686
Sheets Smith Wealth Management
North Carolina
$371K -$34.5K -159 -9%
AO
1687
Advisor OS
Illinois
$370K – – –
TPW
1688
Tiller Private Wealth
Pennsylvania
$369K +$122K +561 +53%
PFA
1689
Professional Financial Advisors
Nebraska
$368K -$240K -1,107 -41%
OFW
1690
Omnia Family Wealth
Florida
$368K -$3.91K -18 -1%
BC
1691
Bridgefront Capital
Texas
$368K +$122K +561 +53%
SC
1692
Saybrook Capital
North Carolina
$367K – – –
VWM
1693
Venturi Wealth Management
Texas
$366K +$350K +1,614 New
W
1694
Wealthquest
Ohio
$365K -$67.7K -312 -16%
KFC
1695
Klingenstein Fields & Co
New York
$365K – – –
FFA
1696
Fragasso Financial Advisors
Pennsylvania
$364K -$32.6K -150 -9%
GL
1697
Graypoint LLC
New York
$363K +$104K +480 +43%
OWM
1698
Opes Wealth Management
California
$362K -$67.1K -309 -16%
AMM
1699
American Money Management
California
$362K – – –
BIP
1700
Blueprint Investment Partners
North Carolina
$362K +$72.9K +336 +27%
66 67
68
69 70