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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
2751
Simon Quick Advisors
New Jersey
$710K -$362K -884 -42%
IA
2752
IFC Advisors
California
$709K +$501K +1,221 New
EFG
2753
Embree Financial Group
Illinois
$708K -$39.4K -96 -7%
MA
2754
MBA Advisors
Pennsylvania
$706K -$70.9K -173 -12%
CF
2755
Clarity Financial
Texas
$706K -$191K -465 -28%
AI
2756
Accredited Investors
Minnesota
$705K -$185K -452 -27%
NF
2757
Nvest Financial
New Hampshire
$705K -$174K -425 -26%
SLA
2758
Silver Lake Advisory
Utah
$705K – – –
OFG
2759
Opulen Financial Group
Virginia
$702K +$5.33K +13 +1%
PIN
2760
Prudent Investors Network
California
$702K +$495K +1,208 New
SCI
2761
Silver Coast Investments
United States
$701K -$130K -318 -21%
GWMIA
2762
Global Wealth Management Investment Advisory
Florida
$698K -$37.7K -92 -7%
SRC
2763
Shufro Rose & Co
New York
$697K -$205K -500 -29%
VW
2764
Vantus Wealth
Pennsylvania
$697K +$492K +1,200 New
EAP
2765
Elevation Advisory Partners
Florida
$697K -$40.2K -98 -7%
TA
2766
TrueWealth Advisors
Alabama
$696K -$13.9K -34 -3%
B
2767
BetterWealth
California
$694K – – –
HIS
2768
Harvest Investment Services
Illinois
$694K +$13.9K +34 +3%
CFGW
2769
Chancellor Financial Group WB
Pennsylvania
$692K +$41K +100 +9%
HAIM
2770
Hunter Associates Investment Management
Pennsylvania
$692K +$489K +1,192 New
WAL
2771
W Advisors LLC
Tennessee
$691K +$19.7K +48 +4%
ASG
2772
Advisory Solutions Group
Minnesota
$690K +$487K +1,188 New
AFO
2773
Arrowroot Family Office
California
$690K -$352K -859 -42%
LGG
2774
Luts & Greenleigh Group
Maryland
$690K +$16.4K +40 +3%
AFC
2775
AFT Forsyth & Company
Florida
$687K – – –
109 110
111
112 113