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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
626
Souders Financial Advisors
Ohio
$653K +$8.77K +68 +1%
ET
627
Equitable Trust
Tennessee
$653K -$129K -1,003 -17%
GL
628
Graypoint LLC
New York
$650K +$20K +155 +3%
DWM
629
Dorchester Wealth Management
Quebec, Canada
$649K -$38.7K -300 -6%
FFM
630
Forum Financial Management
Illinois
$644K +$20.2K +157 +3%
FW
631
FirstPurpose Wealth
Utah
$633K +$12.8K +99 +2%
OIA
632
OneDigital Investment Advisors
Kansas
$631K +$324K +2,510 +118%
DA
633
Doliver Advisors
Texas
$627K +$5.03K +39 +0.9%
DWM
634
Dakota Wealth Management
Florida
$621K -$1.35M -10,458 -70%
GAM
635
Gotham Asset Management
New York
$620K +$255K +1,980 +77%
SPWM
636
Straight Path Wealth Management
Michigan
$613K -$12.9K -100 -2%
TPWA
637
TRUE Private Wealth Advisors
Oregon
$611K +$579K +4,490 New
SDWIA
638
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$609K -$25.8K -200 -4%
BCV
639
Banque Cantonale Vaudoise
Switzerland
$605K -$897K -6,955 -61%
AGA
640
Accuvest Global Advisors
Utah
$601K -$375K -2,906 -40%
S
641
SignatureFD
Georgia
$601K -$16K -124 -3%
SF
642
Symphony Financial
Texas
$598K +$571K +4,426 New
SC
643
Syon Capital
California
$597K +$566K +4,386 New
EFM
644
E Fund Management
China
$593K -$43.1K -334 -7%
CI
645
Cigna Investments
Connecticut
$592K – – –
AWM
646
Abound Wealth Management
Tennessee
$588K -$30.6K -237 -5%
SPA
647
Sherbrooke Park Advisers
New York
$587K +$556K +4,311 New
EF
648
Empowered Funds
Pennsylvania
$587K +$122K +944 +28%
LAI
649
Legal Advantage Investments
California
$585K – – –
NFSG
650
Newbridge Financial Services Group
Florida
$584K -$22.3K -173 -4%
24 25
26
27 28