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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
776
Compass Financial Advisors
Indiana
$453K +$255K +7,089 +126%
SOW
777
State of Wyoming
Wyoming
$447K +$24.3K +676 +6%
LWM
778
Laidlaw Wealth Management
New York
$447K +$120K +3,351 +36%
GCIA
779
Gabelli & Co Investment Advisers
New York
$446K – – –
CC
780
Chicago Capital
Illinois
$442K +$446K +12,400 New
GW
781
GW & Wade
Massachusetts
$440K -$3.31K -92 -0.7%
GI
782
GAMCO Investors
Connecticut
$438K -$4.6K -128 -1%
ASN
783
Advisory Services Network
Georgia
$434K -$59.5K -1,654 -12%
PMG
784
ProVise Management Group
Florida
$433K +$37.8K +1,050 +9%
BWP
785
Baldwin Wealth Partners
Massachusetts
$433K +$218K +6,050 +99%
BCM
786
BTC Capital Management
Iowa
$431K +$35.2K +979 +9%
ARG
787
Advisory Resource Group
Oklahoma
$430K +$60.9K +1,695 +16%
AWA
788
Artemis Wealth Advisors
New York
$428K +$71.9K +2,000 +20%
SW
789
SkyOak Wealth
Michigan
$428K – – –
VWA
790
V Wealth Advisors
Kansas
$428K +$10.8K +300 +3%
AG
791
Ascent Group
Virginia
$428K +$67.1K +1,865 +18%
DA
792
Doliver Advisors
Texas
$428K +$95.3K +2,650 +28%
AWM
793
Apollon Wealth Management
South Carolina
$423K +$67.2K +1,869 +19%
TFCP
794
Twin Focus Capital Partners
Massachusetts
$420K +$4.49K +125 +1%
TC
795
Tatro Capital
Kentucky
$418K +$13.5K +375 +3%
IC
796
Iconiq Capital
California
$417K – – –
WIM
797
Westside Investment Management
California
$416K +$1.02M +28,280 +45%
OL
798
Optas LLC
Texas
$416K +$2.48K +69 +0.6%
CC
799
Commons Capital
Massachusetts
$414K +$37.1K +1,032 +10%
V
800
Veritable
Delaware
$412K +$39.9K +1,109 +11%
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