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Name Holding Trade Value Shares
Change 		Change in
Stake
3F
2401
360 Financial
Minnesota
$634K +$39.7K +195 +6%
PK
2402
Pflug Koory
Nebraska
$634K +$148K +729 +26%
WA
2403
Waverly Advisors
Alabama
$632K +$71.4K +351 +11%
AWP
2404
Accretive Wealth Partners
New Jersey
$631K -$2.44K -12 -0.3%
KWM
2405
Kolinsky Wealth Management
New Jersey
$631K +$27.5K +135 +4%
GAM
2406
Gould Asset Management
California
$630K -$13.2K -65 -2%
WMA
2407
Wealth Management Associates
New Jersey
$628K +$45.8K +225 +7%
AWA
2408
Amplius Wealth Advisors
Pennsylvania
$627K +$71.4K +351 +11%
PMA
2409
Prudent Man Advisors
Illinois
$626K -$3.66K -18 -0.5%
HFA
2410
High Falls Advisors
New York
$626K +$203 +1 +0%
BIAS
2411
Beacon Investment Advisory Services
New Jersey
$623K +$445K +2,185 +165%
RWI
2412
Red Wave Investments
Pennsylvania
$622K +$7.73K +38 +1%
EI
2413
Ellevest Inc
New York
$621K -$310K -1,524 -30%
APW
2414
Austin Private Wealth
Texas
$621K -$5.49K -27 -0.8%
GF
2415
Gries Financial
Ohio
$621K – – –
GAA
2416
Global Assets Advisory
Florida
$621K +$18.9K +93 +3%
IWN
2417
Independent Wealth Network
Iowa
$620K -$12.6K -62 -2%
SIM
2418
SSI Investment Management
California
$620K +$1.63K +8 +0.2%
VWA
2419
Visionary Wealth Advisors
Illinois
$619K -$241K -1,183 -25%
MIP
2420
Marietta Investment Partners
Wisconsin
$619K -$48.8K -240 -7%
GIP
2421
Greatmark Investment Partners
Georgia
$618K +$45.4K +223 +7%
MCM
2422
Mendel Capital Management
Arkansas
$617K +$114K +560 +19%
GA
2423
GFS Advisors
Texas
$616K – – –
CDIA
2424
Capital Directions Investment Advisors
Georgia
$613K -$739K -3,631 Closed
SAA
2425
Southeast Asset Advisors
Georgia
$612K -$31.5K -155 -4%
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