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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
901
Sound Income Strategies
Florida
$329K -$43.1K -12 -11%
SC
902
Sapient Capital
Indiana
$328K -$147K -41 -30%
DWM
903
Drive Wealth Management
Utah
$328K -$17.9K -5 -5%
AFC
904
Avise Financial Cooperative
California
$328K – – –
SHFG
905
S Harris Financial Group
Texas
$328K +$32.3K +9 +10%
RS
906
R Squared
Hong Kong
$328K +$348K +97 New
CCA
907
Childress Capital Advisors
Texas
$324K -$68.2K -19 -17%
RG
908
Renaissance Group
Kentucky
$324K -$122K -34 -26%
CTC
909
Central Trust Company
Missouri
$324K – – –
EA
910
Everpar Advisors
Oklahoma
$324K +$50.2K +14 +17%
OAM
911
Oxford Asset Management
United Kingdom
$324K +$344K +96 New
CIA
912
Capital Investment Advisors
Georgia
$321K -$7.18K -2 -2%
CW
913
Code Waechter
Florida
$321K -$3.59K -1 -1%
MWA
914
Meridian Wealth Advisors
Texas
$321K – – –
CCA
915
Cadent Capital Advisors
Oklahoma
$318K – – –
WBC
916
Westpac Banking Corp
Australia
$318K -$86.1K -24 -20%
QIM
917
Quantitative Investment Management
Virginia
$314K -$1.68M -469 -83%
PA
918
Pinnacle Associates
New York
$312K -$10.8K -3 -3%
PHAM
919
Palisades Hudson Asset Management
Florida
$311K – – –
CA
920
Crewe Advisors
Utah
$311K -$7.18K -2 -2%
RPC
921
Rossmore Private Capital
Connecticut
$311K +$21.5K +6 +7%
QWP
922
Quotient Wealth Partners
Texas
$310K +$3.59K +1 +1%
PWMAG
923
Pinnacle Wealth Management Advisory Group
New Jersey
$307K -$10.8K -3 -3%
FMI
924
F/M Investments
District of Columbia
$307K +$17.9K +5 +6%
JSW
925
Journey Strategic Wealth
New Jersey
$307K +$327K +91 New
35 36
37
38 39