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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1401
Palisade Asset Management
Minnesota
$210K +$185K +3,099 New
LFA
1402
Laraway Financial Advisors
Minnesota
$209K – – –
RIA
1403
Realta Investment Advisors
Delaware
$208K -$67.9K -1,135 -27%
RCA
1404
Resonant Capital Advisors
Wisconsin
$207K +$183K +3,058 New
VAM
1405
Verity Asset Management
North Carolina
$207K +$183K +3,050 New
BFAG
1406
Blackston Financial Advisory Group
Florida
$207K +$182K +3,049 New
SIG
1407
Sky Investment Group
Connecticut
$207K +$182K +3,048 New
AIM
1408
Advyzon Investment Management
Illinois
$206K +$182K +3,045 New
IIM
1409
Ipswich Investment Management
Massachusetts
$206K +$182K +3,039 New
WCM
1410
Windsor Capital Management
Arizona
$206K +$182K +3,035 New
AWE
1411
Avidian Wealth Enterprises
Texas
$205K +$182K +3,033 New
SC
1412
Sepio Capital
Utah
$205K +$181K +3,026 New
PFA
1413
Pure Financial Advisors
California
$204K +$180K +3,013 New
MWM
1414
Modern Wealth Management
Kansas
$204K +$180K +3,007 New
QP
1415
Quilter Plc
United Kingdom
$203K +$179K +2,995 New
BFS
1416
BridgePort Financial Solutions
Iowa
$203K +$179K +2,992 New
FUBT
1417
First United Bank & Trust
Maryland
$203K +$136K +2,280 +321%
WPW
1418
Warther Private Wealth
Ohio
$203K -$154K -2,578 -46%
FFWM
1419
Future Financial Wealth Management
Ohio
$202K +$180 +3 +0.1%
LF
1420
Lighthouse Financial
Florida
$202K +$178K +2,979 New
NB
1421
Northwest Bancshares
Pennsylvania
$201K +$178K +2,973 New
BWA
1422
Blodgett Wealth Advisors
California
$201K +$177K +2,965 New
KAS
1423
KPP Advisory Services
Kentucky
$201K -$249K -4,156 -58%
MG
1424
Mather Group
Illinois
$196K +$6.46K +108 +4%
AC
1425
AlphaCore Capital
California
$194K +$172K +2,869 New
55 56
57
58 59