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Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
2501
Jackson Square Capital
California
$227K +$197K +1,783 +710%
ADMI
2502
Albert D. Mason Inc
Massachusetts
$227K +$225K +2,035 New
CIA
2503
Compass Ion Advisors
Pennsylvania
$226K +$223K +2,023 New
FA
2504
Financial Advisors
Massachusetts
$226K +$224K +2,029 New
KPWG
2505
KFA Private Wealth Group
Virginia
$225K -$6.07K -55 -3%
QC
2506
QCM Cayman
Texas
$225K +$223K +2,018 New
BIA
2507
Barry Investment Advisors
Massachusetts
$224K -$5.02M -45,457 -96%
CW
2508
CreativeOne Wealth
Kansas
$224K +$222K +2,010 New
JWM
2509
JGP Wealth Management
Oregon
$223K -$3.87M -35,038 -95%
NCM
2510
Next Capital Management
New York
$223K -$47.3K -428 -18%
CM
2511
Castleark Management
Illinois
$223K – – –
TIM
2512
Tortoise Investment Management
New York
$223K – – –
BWM
2513
BT Wealth Management
Georgia
$222K -$59.8K -542 -21%
OWM
2514
Opes Wealth Management
California
$222K +$220K +1,995 New
SIAS
2515
Shine Investment Advisory Services
Colorado
$221K -$30.1K -273 -12%
SFG
2516
Sowa Financial Group
Rhode Island
$221K – – –
PAM
2517
Premier Asset Management
Illinois
$220K -$21.3K -193 -9%
PAG
2518
Pinnacle Advisory Group
Maryland
$219K -$13.1K -119 -6%
KCM
2519
Kathmere Capital Management
Pennsylvania
$219K +$216K +1,961 New
CCM
2520
Chickasaw Capital Management
Tennessee
$218K -$410K -3,710 -65%
TA
2521
Trellis Advisors
Washington
$218K -$13.9K -126 -6%
LWP
2522
Legacy Wealth Planning
Nevada
$218K +$215K +1,952 New
RG
2523
Retirement Group
California
$217K +$215K +1,950 New
WA
2524
Wheatland Advisors
Pennsylvania
$217K +$215K +1,950 New
PFA
2525
Plotkin Financial Advisors
Maryland
$217K +$215K +1,946 New
99 100
101
102 103