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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1501
Plante Moran Financial Advisors
Michigan
$376K +$279K +1,005 +164%
CG
1502
CFO4Life Group
Texas
$374K +$8.33K +30 +2%
OFW
1503
Omnia Family Wealth
Florida
$372K – – –
BC
1504
Burney Company
Virginia
$372K -$69.7K -251 -14%
SIM
1505
Sonora Investment Management
Arizona
$370K +$1.94K +7 +0.4%
PA
1506
PFG Advisors
Arizona
$370K +$198K +713 +81%
SC
1507
SouthState Corp
Florida
$369K -$3.61K -13 -0.8%
IF
1508
Intrua Financial
Texas
$368K -$114K -410 -21%
JF
1509
Jump Financial
Illinois
$368K +$438K +1,579 New
LI
1510
LVZ Inc
Michigan
$366K +$93.6K +337 +27%
DA
1511
DCM Advisors
New York
$366K +$437K +1,574 New
FBFS
1512
First Business Financial Services
Wisconsin
$365K – – –
ACA
1513
Anchor Capital Advisors
Massachusetts
$365K +$18.6K +67 +4%
SIA
1514
SkyView Investment Advisors
New Jersey
$363K +$433K +1,561 New
EWM
1515
Empirical Wealth Management
Washington
$362K +$33.3K +120 +8%
LC
1516
Lindbrook Capital
California
$360K -$21.9K -79 -5%
LWM
1517
Lyell Wealth Management
California
$360K +$119K +430 +38%
TPWA
1518
TRUE Private Wealth Advisors
Oregon
$358K – – –
BP
1519
BBR Partners
New York
$356K -$322K -1,159 -43%
MFG
1520
Merit Financial Group
Georgia
$354K -$20.5K -74 -5%
UAS
1521
United Asset Strategies
New York
$354K +$1.39K +5 +0.3%
JFA
1522
JNBA Financial Advisors
Minnesota
$352K – – –
PCG
1523
Private Capital Group
Connecticut
$350K -$31.6K -114 -7%
AA
1524
Auxano Advisors
Washington
$349K +$31.6K +114 +8%
TI
1525
Telemetry Investments
New York
$349K +$416K +1,500 New
59 60
61
62 63