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Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
1651
Abundance Wealth Counselors
Pennsylvania
$342K -$560K -5,033 -64%
IFU
1652
iSAM Funds (UK)
United Kingdom
$340K +$368K +3,314 New
SGAM
1653
Smith Group Asset Management
Texas
$340K +$4.45K +40 +1%
NA
1654
Nautilus Advisors
California
$340K +$12.8K +115 +4%
AIM
1655
Advyzon Investment Management
Illinois
$339K +$367K +3,301 New
SIM
1656
Seaview Investment Managers
Florida
$338K +$125K +1,122 +52%
SCM
1657
Saxony Capital Management
Missouri
$336K -$50.4K -453 -12%
TF
1658
Trek Financial
Arizona
$336K -$63.6K -572 -15%
UAS
1659
United Asset Strategies
New York
$335K +$5.56K +50 +2%
FFS
1660
Fischer Financial Services
Pennsylvania
$334K – – –
SFG
1661
Synergy Financial Group
California
$333K +$19.7K +177 +6%
DWAM
1662
Duncan Williams Asset Management
Tennessee
$333K +$13.9K +125 +4%
KIC
1663
Kensington Investment Counsel
California
$333K – – –
SS
1664
Sunbelt Securities
Texas
$333K -$1.76M -15,815 -83%
IWA
1665
IVC Wealth Advisors
Pennsylvania
$332K +$29.8K +268 +9%
PFG
1666
Putney Financial Group
California
$331K -$11.1K -100 -3%
AWM
1667
AllSquare Wealth Management
New York
$331K -$94.5K -850 -21%
PPG
1668
Peak Planning Group
Colorado
$331K -$121K -1,089 -25%
SWA
1669
Strategies Wealth Advisors
Michigan
$331K +$358K +3,218 New
AWM
1670
Aprio Wealth Management
Georgia
$331K +$112K +1,006 +45%
HA
1671
Herold Advisors
New York
$330K +$55K +495 +18%
CF
1672
Clarity Financial
Texas
$329K -$10.1M -90,451 -97%
ALA
1673
Atlas Legacy Advisors
California
$329K -$75.2K -676 -17%
TM
1674
TigerOak Management
New Mexico
$328K -$96.7K -870 -21%
WG
1675
Wealth Group
North Carolina
$327K +$14.6K +131 +4%
65 66
67
68 69