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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
776
Clarity Wealth Advisors
California
$414K -$4.59K -18 -1%
FAFN
777
First Affirmative Financial Network
Colorado
$411K +$8.42K +33 +2%
EP
778
Essential Planning
New Hampshire
$408K -$28.3M -110,739 -98%
NP
779
Nilsine Partners
Colorado
$405K -$41.1K -161 -8%
MA
780
MJP Associates
Connecticut
$402K +$16.6K +65 +4%
WA
781
Waverly Advisors
Alabama
$400K +$8.93K +35 +2%
PW
782
PUREfi Wealth
Massachusetts
$397K +$39K +153 +10%
PIA
783
Perennial Investment Advisors
California
$395K +$432K +1,693 New
CGL
784
Clarius Group LLC
Washington
$394K +$31.9K +125 +8%
SAM
785
Strive Asset Management
Ohio
$390K -$118K -463 -22%
GAM
786
Gemmer Asset Management
California
$389K – – –
CPIG
787
Chicago Partners Investment Group
Illinois
$388K +$48.2K +189 +14%
SWM
788
Salvus Wealth Management
New Jersey
$387K +$11.5K +45 +3%
NWA
789
New World Advisors
Massachusetts
$386K +$60.7K +238 +17%
VWM
790
Venturi Wealth Management
Texas
$381K +$125K +490 +43%
MGIA
791
Moneta Group Investment Advisors
Missouri
$381K -$230K -902 -36%
AC
792
AlphaCore Capital
California
$377K +$412K +1,616 New
WT
793
Whittier Trust
California
$375K -$19.1K -75 -4%
DADC
794
D.A. Davidson & Co
Montana
$374K +$88.8K +348 +28%
PWPS
795
Pinnacle Wealth Planning Services
Ohio
$373K +$25.3K +99 +7%
KA
796
Kovack Advisors
Florida
$371K – – –
LS
797
Livforsakringsbolaget Skandia
Sweden
$371K – – –
EFG
798
Everhart Financial Group
Ohio
$368K +$67.4K +264 +20%
HIP
799
HUB Investment Partners
Texas
$366K -$1.02K -4 -0.3%
OL
800
Optas LLC
Texas
$366K +$400K +1,568 New
30 31
32
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