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Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
1501
Tennessee Valley Asset Management Partners
Tennessee
$378K +$451K +1,626 New
PMFA
1502
Plante Moran Financial Advisors
Michigan
$376K +$279K +1,005 +164%
CG
1503
CFO4Life Group
Texas
$374K +$8.33K +30 +2%
OFW
1504
Omnia Family Wealth
Florida
$372K – – –
BC
1505
Burney Company
Virginia
$372K -$69.7K -251 -14%
SIM
1506
Sonora Investment Management
Arizona
$370K +$1.94K +7 +0.4%
PA
1507
PFG Advisors
Arizona
$370K +$198K +713 +81%
SC
1508
SouthState Corp
Florida
$369K -$3.61K -13 -0.8%
IF
1509
Intrua Financial
Texas
$368K -$114K -410 -21%
JF
1510
Jump Financial
Illinois
$368K +$438K +1,579 New
LI
1511
LVZ Inc
Michigan
$366K +$93.6K +337 +27%
DA
1512
DCM Advisors
New York
$366K +$437K +1,574 New
FBFS
1513
First Business Financial Services
Wisconsin
$365K – – –
ACA
1514
Anchor Capital Advisors
Massachusetts
$365K +$18.6K +67 +4%
SIA
1515
SkyView Investment Advisors
New Jersey
$363K +$433K +1,561 New
EWM
1516
Empirical Wealth Management
Washington
$362K +$33.3K +120 +8%
LC
1517
Lindbrook Capital
California
$360K -$21.9K -79 -5%
LWM
1518
Lyell Wealth Management
California
$360K +$119K +430 +38%
TPWA
1519
TRUE Private Wealth Advisors
Oregon
$358K – – –
BP
1520
BBR Partners
New York
$356K -$322K -1,159 -43%
MFG
1521
Merit Financial Group
Georgia
$354K -$20.5K -74 -5%
UAS
1522
United Asset Strategies
New York
$354K +$1.39K +5 +0.3%
JFA
1523
JNBA Financial Advisors
Minnesota
$352K – – –
PCG
1524
Private Capital Group
Connecticut
$350K -$31.6K -114 -7%
AA
1525
Auxano Advisors
Washington
$349K +$31.6K +114 +8%
59 60
61
62 63