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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1401
Stiles Financial Services
Minnesota
$423K -$20.9K -191 -4%
ADL
1402
Asset Dedication LLC
California
$422K +$14.2K +130 +3%
GP
1403
Geneva Partners
Wisconsin
$420K -$20K -183 -4%
TWP
1404
Tempus Wealth Planning
California
$420K – – –
IW
1405
Imprint Wealth
South Carolina
$420K +$461K +4,217 New
CA
1406
Clearstead Advisors
Ohio
$420K -$16.9K -154 -4%
CCA
1407
Cobblestone Capital Advisors
New York
$419K -$19K -174 -4%
HCM
1408
Hollencrest Capital Management
California
$418K +$188K +1,717 +69%
TF
1409
Tompkins Financial
New York
$417K -$216K -1,971 -32%
TAM
1410
Titleist Asset Management
Texas
$415K +$458K +4,186 New
IAS
1411
Insigneo Advisory Services
Florida
$415K +$89.8K +821 +25%
WP
1412
WealthSource Partners
California
$414K +$24.8K +227 +6%
GWANC
1413
Guardian Wealth Advisors (North Carolina)
North Carolina
$414K -$6.46K -59 -1%
PIA
1414
Perennial Investment Advisors
California
$414K +$46.9K +429 +11%
BI
1415
Ballast Inc
Kentucky
$414K +$15.5K +142 +4%
KIG
1416
Kennedy Investment Group
New Jersey
$414K +$4.71K +43 +1%
APA
1417
Astoria Portfolio Advisors
New York
$414K +$32.3K +295 +8%
FDS
1418
First Dallas Securities
Texas
$413K -$27.4K -250 -6%
FAT
1419
First American Trust
California
$412K -$7.21M -65,864 -94%
9WM
1420
9258 Wealth Management
Ohio
$412K -$11.1K -101 -2%
HR
1421
Howe & Rusling
New York
$412K +$454K +4,151 New
BWAM
1422
Boyd Watterson Asset Management
Ohio
$411K +$1.75K +16 +0.4%
NPF
1423
Norris Perne & French
Michigan
$411K -$43.8K -400 -9%
AA
1424
AlphaCentric Advisors
Puerto Rico
$408K -$18.7K -171 -4%
SMWM
1425
Silvia McColl Wealth Management
California
$408K – – –
55 56
57
58 59