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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1601
V Wealth Advisors
Kansas
$669K +$106K +1,073 +13%
PCMK
1602
Paragon Capital Management (Kansas)
Kansas
$668K -$41.5K -420 -4%
IIA
1603
ICW Investment Advisors
Arizona
$668K +$62.9K +637 +7%
DW
1604
Domani Wealth
Pennsylvania
$667K +$24.9K +252 +3%
CFA
1605
Cahill Financial Advisors
Minnesota
$664K -$85.5K -865 -9%
DA
1606
Doliver Advisors
Texas
$664K -$33.1K -335 -4%
GLA
1607
Good Life Advisors
Pennsylvania
$664K +$180K +1,821 +25%
CCM
1608
Carlson Capital Management
Minnesota
$664K +$457K +4,629 +154%
SFG
1609
StrategIQ Financial Group
Indiana
$658K +$31.7K +321 +4%
MWNA
1610
Marshall Wace North America
New York
$654K +$893K +9,037 New
OL
1611
Optas LLC
Texas
$653K +$79.9K +809 +10%
CWA
1612
Clarus Wealth Advisors
Arizona
$652K -$9.88K -100 -1%
QOP
1613
Quinn Opportunity Partners
Virginia
$652K +$889K +9,000 New
OCG
1614
Opus Capital Group
Ohio
$651K +$45.3K +458 +5%
CCM
1615
Chickasaw Capital Management
Tennessee
$650K -$50.5K -511 -5%
TFS
1616
TrustCore Financial Services
Tennessee
$650K +$169K +1,714 +24%
GTAM
1617
Global Trust Asset Management
Florida
$648K -$44K -445 -5%
FFN
1618
Focus Financial Network
Minnesota
$647K -$289K -2,920 -25%
BWAM
1619
Boyd Watterson Asset Management
Ohio
$646K +$179K +1,809 +25%
CG
1620
CFO4Life Group
Texas
$644K +$26.2K +265 +3%
BFA
1621
Beaumont Financial Advisors
Massachusetts
$643K +$98.2K +994 +13%
SIA
1622
Soltis Investment Advisors
Utah
$641K +$516K +5,218 +144%
PWAG
1623
Polaris Wealth Advisory Group
California
$638K -$19K -192 -2%
SC
1624
Searle & Co
Connecticut
$638K +$170K +1,724 +24%
DS
1625
DRW Securities
Illinois
$638K +$425K +4,305 +95%
63 64
65
66 67