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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2051
Clearwater Capital Advisors
Illinois
$245K +$161K +850 +74%
DWM
2052
Drive Wealth Management
Utah
$245K -$104K -550 -22%
WIC
2053
Woodmont Investment Counsel
Tennessee
$244K +$101K +532 +37%
HFA
2054
High Falls Advisors
New York
$244K -$2.84K -15 -0.8%
EMG
2055
ETF Managers Group
New Jersey
$244K +$13.8K +73 +4%
AWS
2056
AJ Wealth Strategies
New York
$243K -$250K -1,321 -40%
DW
2057
Domani Wealth
Pennsylvania
$243K -$2.84K -15 -0.8%
FPIS
2058
Financial Planning & Information Services
Wisconsin
$243K -$11.9K -63 -3%
SHFA
2059
SS&H Financial Advisors
Michigan
$243K +$94.7K +500 +34%
CCG
2060
Cypress Capital Group
Florida
$242K +$2.08K +11 +0.6%
MWA
2061
MFA Wealth Advisors
Pennsylvania
$242K -$1.14K -6 -0.3%
LFS
2062
Legacy Financial Strategies
Kansas
$242K +$947 +5 +0.3%
NCM
2063
Narwhal Capital Management
Georgia
$242K -$577K -3,045 -61%
BIA
2064
Bell Investment Advisors
California
$242K -$11.4K -60 -3%
TFM
2065
TFC Financial Management
Massachusetts
$241K -$9.85K -52 -3%
KA
2066
Klingman & Associates
New York
$241K +$13.6K +72 +4%
FFA
2067
Founders Financial Alliance
North Carolina
$241K -$568 -3 -0.2%
BFS
2068
Bradley Foster & Sargent
Connecticut
$240K -$123K -648 -25%
GAAM
2069
Guinness Atkinson Asset Management
California
$239K – – –
TIM
2070
Total Investment Management
Arizona
$239K +$99.8K +527 +37%
SWM
2071
SFG Wealth Management
Maryland
$238K -$60K -317 -14%
CSPIA
2072
Cary Street Partners Investment Advisory
Virginia
$237K -$114K -602 -24%
ICP
2073
Interchange Capital Partners
Pennsylvania
$237K -$312K -1,649 -46%
WC
2074
Whitney & Co
New York
$237K +$3.6K +19 +1%
JFA
2075
JNBA Financial Advisors
Minnesota
$237K -$1.14K -6 -0.3%
81 82
83
84 85