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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
3101
One Wealth Advisors
California
$3.94M +$368K +1,858 +12%
RA
3102
Rockingstone Advisors
Massachusetts
$3.94M -$1.05M -5,312 -23%
IA
3103
Intellus Advisors
Florida
$3.94M +$229K +1,156 +7%
ALA
3104
Atlas Legacy Advisors
California
$3.94M +$474K +2,394 +15%
SRC
3105
Sage Rhino Capital
California
$3.94M +$88.9K +449 +3%
NWA
3106
New World Advisors
Massachusetts
$3.93M -$18.8K -95 -0.5%
CP
3107
Camelot Portfolios
Ohio
$3.93M +$83.1K +420 +2%
GFG
3108
Goldstone Financial Group
Illinois
$3.92M +$263K +1,328 +8%
IIL
3109
Insight Inv LLC
California
$3.92M -$4.15M -20,955 -54%
PFA
3110
Pinnacle Family Advisors
Missouri
$3.91M +$528K +2,670 +18%
IIA
3111
ICW Investment Advisors
Arizona
$3.91M +$89.8K +454 +3%
DAM
3112
Doheny Asset Management
California
$3.91M +$8.9K +45 +0.3%
EA
3113
Emerald Advisors
Washington
$3.91M +$37.4K +189 +1%
PSFG
3114
Park Square Financial Group
Georgia
$3.9M +$43.7K +221 +1%
CSA
3115
Cottage Street Advisors
Massachusetts
$3.9M -$5.69M -28,759 -62%
MFC
3116
Mechanics Financial Corp
Ohio
$3.89M -$27.7K -140 -0.8%
PP
3117
Postrock Partners
Oregon
$3.89M +$18.8K +95 +0.5%
SOW
3118
State of Wyoming
Wyoming
$3.88M -$1.82M -9,173 -34%
FDP
3119
Financiere des Professionnels
Quebec, Canada
$3.87M +$2.13M +10,747 +156%
PAMG
3120
Patton Albertson Miller Group
Tennessee
$3.87M -$103K -519 -3%
SH
3121
SLT Holdings
Arizona
$3.86M +$287K +1,451 +9%
LA
3122
Latitude Advisors
Florida
$3.86M +$78.6K +397 +2%
CCA
3123
Carrera Capital Advisors
Michigan
$3.86M -$492K -2,484 -12%
WA
3124
Wealth Architects
California
$3.85M -$474K -2,397 -12%
TMWM
3125
Taylor & Morgan Wealth Management
Michigan
$3.85M -$1.78K -9 -0.1%
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