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Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
1651
Smith Group Asset Management
Texas
$340K +$4.45K +40 +1%
NA
1652
Nautilus Advisors
California
$340K +$12.8K +115 +4%
AIM
1653
Advyzon Investment Management
Illinois
$339K +$367K +3,301 New
SIM
1654
Seaview Investment Managers
Florida
$338K +$125K +1,122 +52%
SCM
1655
Saxony Capital Management
Missouri
$336K -$50.4K -453 -12%
TF
1656
Trek Financial
Arizona
$336K -$63.6K -572 -15%
UAS
1657
United Asset Strategies
New York
$335K +$5.56K +50 +2%
FFS
1658
Fischer Financial Services
Pennsylvania
$334K – – –
SFG
1659
Synergy Financial Group
California
$333K +$19.7K +177 +6%
DWAM
1660
Duncan Williams Asset Management
Tennessee
$333K +$13.9K +125 +4%
KIC
1661
Kensington Investment Counsel
California
$333K – – –
SS
1662
Sunbelt Securities
Texas
$333K -$1.76M -15,815 -83%
IWA
1663
IVC Wealth Advisors
Pennsylvania
$332K +$29.8K +268 +9%
PFG
1664
Putney Financial Group
California
$331K -$11.1K -100 -3%
AWM
1665
AllSquare Wealth Management
New York
$331K -$94.5K -850 -21%
PPG
1666
Peak Planning Group
Colorado
$331K -$121K -1,089 -25%
SWA
1667
Strategies Wealth Advisors
Michigan
$331K +$358K +3,218 New
AWM
1668
Aprio Wealth Management
Georgia
$331K +$112K +1,006 +45%
HA
1669
Herold Advisors
New York
$330K +$55K +495 +18%
CF
1670
Clarity Financial
Texas
$329K -$10.1M -90,451 -97%
ALA
1671
Atlas Legacy Advisors
California
$329K -$75.2K -676 -17%
TM
1672
TigerOak Management
New Mexico
$328K -$96.7K -870 -21%
WG
1673
Wealth Group
North Carolina
$327K +$14.6K +131 +4%
BCP
1674
Blue Chip Partners
Michigan
$325K +$352K +3,168 New
SWA
1675
SOA Wealth Advisors
New York
$325K -$465K -4,179 -57%
65 66
67
68 69