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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
1051
Total Clarity Wealth Management
Illinois
$1.74M +$315K +9,323 +21%
FFM
1052
Forum Financial Management
Illinois
$1.73M +$29.7K +879 +2%
OWA
1053
Octavia Wealth Advisors
Ohio
$1.73M +$98.4K +2,911 +6%
EB
1054
Eastern Bank
Massachusetts
$1.73M -$131K -3,872 -7%
MP
1055
McDonald Partners
Ohio
$1.73M +$74.4K +2,203 +4%
IB
1056
Intrust Bank
Kansas
$1.73M +$113K +3,335 +7%
MSA
1057
Marino Stram & Associates
Massachusetts
$1.72M -$46.8K -1,386 -3%
WP
1058
WealthShield Partners
North Carolina
$1.72M +$175K +5,190 +11%
PFS
1059
Physicians Financial Services
North Carolina
$1.72M -$22.8K -675 -1%
BS
1060
Banco Santander
Spain
$1.71M – – –
GF
1061
Gries Financial
Ohio
$1.7M -$89.5K -2,649 -5%
CAAS
1062
Capital Asset Advisory Services
Michigan
$1.7M +$286K +8,465 +19%
WKWM
1063
Walter & Keenan Wealth Management
Indiana
$1.7M -$798K -23,627 -31%
HI
1064
Humankind Investments
New York
$1.7M +$133K +3,925 +8%
1WA
1065
180 Wealth Advisors
Washington
$1.68M +$102K +3,020 +6%
EHAM
1066
Eagle Harbor Asset Management
Washington
$1.67M +$509K +15,079 +41%
SSWM
1067
Smith Salley Wealth Management
North Carolina
$1.67M -$145K -4,278 -8%
AAM
1068
Alphadyne Asset Management
New York
$1.67M +$1.53M +45,398 +759%
LWANC
1069
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.66M -$164K -4,841 -9%
MFG
1070
MidWestOne Financial Group
Iowa
$1.66M -$34.7K -1,028 -2%
CIA
1071
Cohen Investment Advisors
New Hampshire
$1.66M +$61.1K +1,807 +4%
P
1072
Pitcairn
Pennsylvania
$1.66M +$1.19M +35,145 +221%
BL
1073
Balentine LLC
Georgia
$1.65M +$755K +22,354 +78%
STAS
1074
Strong Tower Advisory Services
Minnesota
$1.65M +$1.16M +34,382 +206%
SC
1075
Slow Capital
California
$1.65M -$845 -25 -0%
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