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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2326
Clarity Financial
Texas
$298K +$270K +5,760 New
UFA
2327
US Financial Advisors
Massachusetts
$297K -$14.3K -305 -5%
CA
2328
Centerpoint Advisors
Massachusetts
$296K +$47 +1 +0%
HWMG
2329
Hurlow Wealth Management Group
Indiana
$296K +$1.69K +36 +0.6%
KFI
2330
Key Financial Inc
Pennsylvania
$296K +$5.49K +117 +2%
CHAM
2331
Clear Harbor Asset Management
Connecticut
$295K -$116K -2,462 -30%
GI
2332
Gradient Investments
Minnesota
$293K -$9.93M -211,546 -97%
PFA
2333
Pure Financial Advisors
California
$292K +$6.81K +145 +3%
MA
2334
MONECO Advisors
Connecticut
$292K +$27.1K +578 +11%
AP
2335
Adero Partners
California
$292K +$265K +5,652 New
APC
2336
Aspire Private Capital
North Carolina
$291K -$200K -4,260 -43%
CWM
2337
Connecticut Wealth Management
Connecticut
$290K -$211K -4,493 -45%
HA
2338
HC Advisors
Georgia
$290K -$58.5K -1,246 -18%
SICM
2339
Sustainable Insight Capital Management
New York
$290K +$263K +5,600 New
LCC
2340
Lincoln Capital Corp
Rhode Island
$289K -$4.69K -100 -2%
WA
2341
WESPAC Advisors
California
$289K -$3.19K -68 -1%
GAM
2342
Gemmer Asset Management
California
$289K -$2.91K -62 -1%
MAG
2343
MRA Advisory Group
New Jersey
$289K – – –
CCA
2344
Clearwater Capital Advisors
Illinois
$288K -$376 -8 -0.1%
ANB
2345
Amarillo National Bank
Texas
$288K – – –
TAM
2346
Taurus Asset Management
New York
$288K – – –
TIM
2347
Total Investment Management
Arizona
$288K +$28.7K +612 +9%
GWSG
2348
GPS Wealth Strategies Group
Colorado
$286K +$24.7K +526 +10%
RBC
2349
Roble Belko & Company
Pennsylvania
$285K – – –
SJL
2350
Shayne & Jacobs LLC
Tennessee
$285K – – –
92 93
94
95 96