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CVNA

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
501
Integrated Wealth Concepts
Massachusetts
$446K +$363K +6,620 New
FFA
502
Florida Financial Advisors
Florida
$444K -$36.5K -665 -9%
M1FG
503
Mach-1 Financial Group
Arkansas
$441K -$113K -2,065 -24%
NW
504
NewEdge Wealth
Pennsylvania
$424K +$325K +5,920 New
CI
505
Cigna Investments
Connecticut
$422K +$42.5K +775 +14%
KAS
506
Kestra Advisory Services
Texas
$421K +$342K +6,245 New
ATPW
507
Ashton Thomas Private Wealth
Arizona
$421K -$18.9K -345 -5%
CCG
508
Capital CS Group
California
$416K +$339K +6,175 New
SPC
509
Sigma Planning Corp
Michigan
$410K -$22.5K -410 -6%
CL
510
Choreo LLC
Illinois
$410K +$50.4K +920 +18%
JWCA
511
J.W. Cole Advisors
Florida
$405K +$27.4K +500 +9%
GCS
512
Gordian Capital (Singapore)
Singapore
$404K +$165K +3,000 +100%
ALAM
513
Asahi Life Asset Management
Japan
$404K +$329K +6,000 New
RFC
514
Regions Financial Corp
Alabama
$402K +$327K +5,970 New
GI
515
GAMMA Investing
California
$396K +$39.5K +720 +14%
AT
516
American Trust
Kentucky
$394K +$321K +5,850 New
WSWA
517
Warren Street Wealth Advisors
California
$388K +$8.5K +155 +3%
SOW
518
State of Wyoming
Wyoming
$387K +$66.9K +1,220 +27%
CGH
519
Crossmark Global Holdings
Texas
$382K +$311K +5,665 New
AF
520
Allworth Financial
California
$381K +$159K +2,895 +105%
BFM
521
Boothbay Fund Management
New York
$379K -$62K -1,130 -17%
BIM
522
Bridges Investment Management
Nebraska
$378K +$307K +5,605 New
FCP
523
Fidelis Capital Partners
Florida
$377K +$1.65K +30 +0.6%
UAG
524
United Advisor Group
Ohio
$376K – – –
FHA
525
First Horizon Advisors
Tennessee
$375K +$246K +4,480 +411%
19 20
21
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