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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1601
EverSource Wealth Advisors
Alabama
$862K -$77.3K -905 -8%
SIM
1602
Sentry Investment Management
Wisconsin
$862K -$228K -2,673 -20%
KWA
1603
Kingswood Wealth Advisors
California
$861K -$176K -2,060 -30%
MFC
1604
Mechanics Financial Corp
Ohio
$856K – – –
ACS
1605
Archford Capital Strategies
Illinois
$855K -$27.3K -320 -3%
PWS
1606
Peloton Wealth Strategists
Indiana
$855K -$44.8K -525 -5%
XF
1607
XML Financial
Maryland
$853K +$20.4K +239 +2%
WFS
1608
Widmann Financial Services
Maryland
$853K -$16.3K -191 -2%
WPW
1609
Waldron Private Wealth
Pennsylvania
$853K -$237K -2,776 -21%
OWP
1610
Obermeyer Wealth Partners
Colorado
$853K -$24.7K -289 -3%
CCA
1611
Covey Capital Advisors
Georgia
$851K – – –
CHAM
1612
Clear Harbor Asset Management
Connecticut
$850K -$133K -1,555 -13%
OIA
1613
Optimum Investment Advisors
Illinois
$849K -$46K -539 -5%
DS
1614
DRW Securities
Illinois
$847K -$159K -1,859 -15%
AFM
1615
Abbot Financial Management
Massachusetts
$843K -$48.2K -564 -5%
CCFM
1616
Clear Creek Financial Management
Washington
$843K +$33.1K +387 +4%
TWM
1617
TriaGen Wealth Management
California
$843K +$3.42K +40 +0.4%
GDP
1618
Great Diamond Partners
Maine
$840K -$53.4K -625 -6%
HIP
1619
HUB Investment Partners
Texas
$839K +$19K +223 +2%
PH
1620
Pinnacle Holdings
Oklahoma
$838K -$87.1K -1,020 -9%
TA
1621
Tectonic Advisors
Texas
$837K +$151K +1,769 +21%
BC
1622
Burney Company
Virginia
$837K -$24.6K -288 -3%
SAM
1623
Secure Asset Management
Michigan
$835K +$101K +1,177 +13%
SCM
1624
Spreng Capital Management
Ohio
$835K -$362K -4,233 -29%
VFA
1625
Voya Financial Advisors
Connecticut
$834K +$13K +152 +1%
63 64
65
66 67