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Name Holding Trade Value Shares
Change 		Change in
Stake
ABTD
1451
Arvest Bank Trust Division
Oklahoma
$218K +$198K +2,889 New
SFG
1452
Sunburst Financial Group
Alabama
$218K +$198K +2,889 New
WP
1453
WealthShield Partners
North Carolina
$218K +$198K +2,888 New
HR
1454
Howe & Rusling
New York
$217K -$11.3K -165 -5%
MAWA
1455
Moss Adams Wealth Advisors
Washington
$217K +$197K +2,881 New
WA
1456
Wealth Architects
California
$217K +$197K +2,880 New
AA
1457
Acorns Advisers
California
$217K +$198K +2,884 New
TIA
1458
Traphagen Investment Advisors
New Jersey
$217K +$197K +2,874 New
GPW
1459
Genesis Private Wealth
Virginia
$217K +$197K +2,873 New
LWP
1460
LeClair Wealth Partners
Ohio
$216K +$197K +2,870 New
LMKC
1461
L.M. Kohn & Company
Ohio
$215K -$94.4K -1,378 -33%
TIA
1462
Tiemann Investment Advisors
California
$215K +$195K +2,849 New
RFA
1463
Resurgent Financial Advisors
Georgia
$215K +$195K +2,846 New
AFT
1464
Alpha Family Trust
California
$214K -$168K -2,445 -46%
IFWM
1465
Institute for Wealth Management
Colorado
$214K -$27.3K -398 -12%
ML
1466
McAdam LLC
Pennsylvania
$214K +$194K +2,832 New
FAM
1467
Formidable Asset Management
Ohio
$214K -$97.5K -1,423 -31%
FSC
1468
Full Sail Capital
Oklahoma
$212K +$193K +2,816 New
CWMP
1469
Clarion Wealth Managment Partners
Virginia
$212K -$16K -233 -8%
FIA
1470
FNY Investment Advisers
New York
$211K +$147K +2,138 +320%
NB
1471
Northwest Bancshares
Pennsylvania
$211K +$191K +2,794 New
ACIM
1472
Azimuth Capital Investment Management
Michigan
$211K +$191K +2,793 New
WPC
1473
White Pine Capital
Minnesota
$210K +$191K +2,787 New
SIS
1474
Sound Income Strategies
Florida
$210K -$2.6K -38 -1%
DIP
1475
DT Investment Partners
Pennsylvania
$209K – – –
57 58
59
60 61