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Name Holding Trade Value Shares
Change 		Change in
Stake
BSSFA
2301
Baron Silver Stevens Financial Advisors
Florida
$397K -$11.2K -202 -3%
KS
2302
Karpas Strategies
Connecticut
$394K – – –
BWM
2303
Birchcreek Wealth Management
Ohio
$394K +$14.4K +260 +4%
PSC
2304
Prentiss Smith & Co
Vermont
$394K +$29.8K +538 +8%
BA
2305
Bluesphere Advisors
Pennsylvania
$393K – – –
CIC
2306
Chase Investment Counsel
Virginia
$393K +$3.87K +70 +1%
AWM
2307
Absher Wealth Management
North Carolina
$393K +$403K +7,277 New
AR
2308
Advisory Research
Illinois
$390K – – –
CCM
2309
Community Capital Management
Florida
$389K – – –
FNBSF
2310
First National Bank Sioux Falls
South Dakota
$389K – – –
CFAM
2311
Center For Asset Management
Florida
$389K +$29.7K +537 +8%
BAAM
2312
Baker Avenue Asset Management
California
$389K +$399K +7,212 New
TLFA
2313
True Link Financial Advisors
California
$388K +$186K +3,359 +88%
SSW
2314
Smith Shellnut Wilson
Mississippi
$387K +$120K +2,172 +43%
VCM
2315
Versant Capital Management
Arizona
$386K -$122K -2,207 -24%
GG
2316
GenWealth Group
New Jersey
$386K +$3.37K +61 +0.9%
NRI
2317
NFP Retirement Inc
California
$385K -$140K -2,527 -26%
TCM
2318
Towercrest Capital Management
Pennsylvania
$385K +$146K +2,640 +59%
BA
2319
Birinyi Associates
Connecticut
$383K – – –
MIM
2320
Merrion Investment Management
New Jersey
$382K – – –
GWA
2321
GGM Wealth Advisors
Maryland
$382K +$664 +12 +0.2%
AIA
2322
AIMZ Investment Advisors
California
$381K +$3.1K +56 +0.8%
SMA
2323
Sage Mountain Advisors
Georgia
$381K +$48.9K +884 +14%
TFM
2324
TFC Financial Management
Massachusetts
$380K -$32.9K -594 -8%
NEWAS
2325
N.E.W. Advisory Services
Wisconsin
$380K +$74.7K +1,351 +24%
91 92
93
94 95