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Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
1051
Exchange Traded Concepts
Oklahoma
$1.65K -$60.9K -441 -97%
KSWA
1052
Kathleen S. Wright Associates
Pennsylvania
$1.65K – – –
PS
1053
PayPay Securities
Japan
$1.45K +$1.1K +8 +53%
CFFP
1054
Center for Financial Planning
Michigan
$1.37K – – –
BCH
1055
Berkshire Capital Holdings
California
$1.37K – – –
HF
1056
Halpern Financial
Virginia
$1.37K – – –
IWP
1057
IAG Wealth Partners
Wisconsin
$1.37K – – –
SVCP
1058
Silicon Valley Capital Partners
California
$1.37K – – –
WT
1059
Washington Trust
Rhode Island
$1.37K – – –
AWA
1060
Authentikos Wealth Advisory
California
$1.37K +$1.38K +10 New
CAM
1061
ClariVest Asset Management
California
$1K +$552 +4 New
CIR
1062
Clear Investment Research
Georgia
$960 – – –
KFS
1063
Kelly Financial Services
Massachusetts
$960 – – –
OLVIG
1064
Oliver Lagore Vanvalin Investment Group
Michigan
$709 -$276 -2 -29%
FSWA
1065
Financial Synergies Wealth Advisors
Texas
$687 +$690 +5 New
DCBT
1066
Dakota Community Bank & Trust
North Dakota
$686 – – –
HWM
1067
Horizons Wealth Management
North Carolina
$686 – – –
PMFA
1068
Plante Moran Financial Advisors
Michigan
$686 – – –
M
1069
MOTCO
Texas
$686 +$138 +1 +25%
HWP
1070
Hibernia Wealth Partners
Louisiana
$686 +$690 +5 New
DFA
1071
DHJJ Financial Advisors
Illinois
$549 +$552 +4 New
CAS
1072
Coppell Advisory Solutions
Texas
$428 – – –
JWM
1073
Janiczek Wealth Management
Colorado
$412 – – –
EBA
1074
Eagle Bay Advisors
New York
$412 +$414 +3 New
WA
1075
WestEnd Advisors
North Carolina
$412 +$414 +3 New
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