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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1951
Heartwood Wealth Advisors
Virginia
$545K +$107K +2,392 +20%
CMI
1952
Clare Market Investments
Texas
$544K +$40.5K +909 +7%
RRA
1953
Round Rock Advisors
Connecticut
$543K +$10.9K +245 +2%
WTA
1954
Washington Trust Advisors
Massachusetts
$543K +$41.5K +931 +7%
CP
1955
Covenant Partners
Tennessee
$543K +$174K +3,900 +38%
BBA
1956
Baader Bank Aktiengesellschaft
Germany
$543K – – –
KBG
1957
Kahn Brothers Group
New York
$542K – – –
SIA
1958
Soltis Investment Advisors
Utah
$542K +$19.7K +442 +3%
VCM
1959
Virtue Capital Management
Tennessee
$541K -$208K -4,667 -25%
TL
1960
Tradewinds LLC
North Carolina
$541K -$168K -3,763 -21%
WA
1961
Wealth Advisors
California
$540K +$18.7K +420 +3%
KF
1962
Krilogy Financial
Missouri
$537K -$30.6K -686 -5%
HGERS
1963
Householder Group Estate & Retirement Specialist
Arizona
$536K -$137K -3,084 -18%
SJIM
1964
St. Johns Investment Management
Florida
$535K -$3.21K -72 -0.5%
SFA
1965
Souders Financial Advisors
Ohio
$534K -$3.65K -82 -0.6%
RB
1966
Renasant Bank
Mississippi
$533K -$154K -3,464 -20%
DAM
1967
Derbend Asset Management
Georgia
$532K -$31K -695 -5%
MIA
1968
MMBG Investment Advisors
Florida
$532K – – –
FAG
1969
Fortitude Advisory Group
Washington
$532K +$28.5K +639 +5%
AO
1970
Advisor OS
Illinois
$531K -$133K -2,997 -18%
CBA
1971
Coastal Bridge Advisors
Connecticut
$531K +$8.82K +198 +1%
LA
1972
Latitude Advisors
Florida
$530K -$21.9K -492 -3%
HIC
1973
Hartline Investment Corp
Illinois
$530K +$233K +5,239 +60%
EA
1974
Eudaimonia Advisors
Tennessee
$529K -$71.6K -1,607 -10%
TA
1975
TrueWealth Advisors
Alabama
$529K +$47.4K +1,064 +8%
77 78
79
80 81