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Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
1376
Wealthcare Advisory Partners
Pennsylvania
$339K +$115K +550 +46%
NGA
1377
Naples Global Advisors
Florida
$338K – – –
OFW
1378
Omnia Family Wealth
Florida
$338K – – –
HFP
1379
Holistic Financial Partners
Indiana
$337K -$19.4K -93 -5%
CFA
1380
Capstone Financial Advisors
Illinois
$337K -$835 -4 -0.2%
AR
1381
Advisory Research
Illinois
$335K +$46.3K +222 +15%
VC
1382
Vicus Capital
Pennsylvania
$333K -$68.3K -327 -16%
SWP
1383
Strategic Wealth Partners
Ohio
$332K – – –
BOTW
1384
Bank of the West
California
$330K – – –
GFS
1385
GYL Financial Synergies
Connecticut
$330K – – –
APW
1386
Aurora Private Wealth
New Jersey
$330K +$142K +682 +67%
MA
1387
Modus Advisors
Minnesota
$330K +$354K +1,697 New
SWA
1388
SFMG Wealth Advisors
Texas
$327K -$1.13M -5,426 -76%
IIC
1389
Ironwood Investment Counsel
Arizona
$327K +$8.35K +40 +2%
SIAS
1390
Shine Investment Advisory Services
Colorado
$325K +$7.51K +36 +2%
GL
1391
Graypoint LLC
New York
$324K +$348K +1,669 New
CIP
1392
Champlain Investment Partners
Vermont
$321K +$39.7K +190 +13%
SFO
1393
Stokes Family Office
Louisiana
$321K +$345K +1,652 New
CCM
1394
Coldstream Capital Management
Washington
$318K +$3.97K +19 +1%
LHC
1395
Little House Capital
Massachusetts
$318K +$103K +494 +43%
PFGIA
1396
Patriot Financial Group Insurance Agency
Massachusetts
$315K +$144K +691 +74%
CCA
1397
Clearwater Capital Advisors
Illinois
$312K – – –
JFA
1398
JNBA Financial Advisors
Minnesota
$311K -$15.9K -76 -5%
PWAP
1399
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$311K -$13.2K -63 -4%
ASA
1400
Armstrong Shaw Associates
Connecticut
$311K – – –
54 55
56
57 58