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Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
1001
Syverson Strege & Co
Iowa
$265K +$18.4K +116 +7%
LWM
1002
LeConte Wealth Management
Tennessee
$265K +$270K +1,703 New
FFBTD
1003
First Financial Bank - Trust Division
Ohio
$265K -$74.3K -469 -22%
HIA
1004
Harbor Investment Advisory
Maryland
$264K -$6.33K -40 -2%
GIA
1005
Guyasuta Investment Advisors
Pennsylvania
$261K – – –
AFO
1006
Arrowroot Family Office
California
$261K +$29.9K +189 +13%
KCP
1007
Kera Capital Partners
California
$259K -$3.48K -22 -1%
PCM
1008
Pointe Capital Management
Michigan
$259K -$12.5K -79 -5%
RCA
1009
Resonant Capital Advisors
Wisconsin
$257K +$261K +1,651 New
CW
1010
CrossGen Wealth
North Carolina
$257K – – –
SSA
1011
Sierra Summit Advisors
Nevada
$257K – – –
HCMT
1012
Highland Capital Management (Tennessee)
Tennessee
$256K -$98.2K -620 -27%
CSPIA
1013
Cary Street Partners Investment Advisory
Virginia
$256K +$32.1K +203 +14%
DA
1014
Dover Advisors
Virginia
$255K – – –
QC
1015
Quent Capital
New York
$254K -$65.4K -413 -20%
FIA
1016
Foundations Investment Advisors
Arizona
$254K +$2.69K +17 +1%
LCM
1017
Leisure Capital Management
California
$253K +$950 +6 +0.4%
BI
1018
Bolthouse Investments
California
$253K – – –
OWCM
1019
One Wealth Capital Management
Arizona
$252K +$255K +1,608 New
MGI
1020
Miller Global Investments
Texas
$251K – – –
CWA
1021
Centerline Wealth Advisors
Kentucky
$250K -$10.5K -66 -4%
CA
1022
Crewe Advisors
Utah
$250K -$20.3K -128 -7%
GHA
1023
GW Henssler & Associates
Georgia
$250K +$633 +4 +0.2%
AIM
1024
Aigen Investment Management
New York
$250K -$111K -703 -30%
IAN
1025
Integrated Advisors Network
Texas
$249K +$254K +1,604 New
39 40
41
42 43