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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1951
Soltis Investment Advisors
Utah
$647K +$5.83K +61 +0.8%
SFP
1952
Sweet Financial Partners
Minnesota
$646K +$208K +2,174 +41%
GA
1953
Goldstein Advisors
Wisconsin
$645K +$710K +7,421 New
CQS
1954
Credential Qtrade Securities
$645K +$708K +7,400 +33,636%
TF
1955
Trek Financial
Arizona
$643K -$48.6K -508 -6%
AFA
1956
American Financial Advisors
Georgia
$642K +$22.9K +239 +3%
AMM
1957
American Money Management
California
$641K -$34K -356 -5%
9WM
1958
9258 Wealth Management
Ohio
$639K -$99.2K -1,037 -12%
MWAM
1959
Manhattan West Asset Management
California
$637K -$130K -1,354 -16%
LG
1960
LaFleur & Godfrey
Michigan
$636K -$117K -1,220 -14%
HIC
1961
Holderness Investments Company
North Carolina
$635K -$102K -1,065 -13%
SFG
1962
StrategIQ Financial Group
Indiana
$635K -$26.8K -280 -4%
FBC
1963
Fairfield, Bush & Co
Connecticut
$633K -$16.3K -170 -2%
FW
1964
FirstPurpose Wealth
Utah
$633K +$2.49K +26 +0.4%
LC
1965
Landaas & Company
Wisconsin
$632K +$24.4K +255 +4%
SWM
1966
Stockman Wealth Management
Montana
$632K -$49.9K -522 -7%
FMN
1967
Financial Management Network
California
$631K -$44.8K -468 -6%
AAP
1968
Ardsley Advisory Partners
Connecticut
$631K -$1.51M -15,800 -69%
DP
1969
Dearborn Partners
Illinois
$631K -$146K -1,524 -17%
BCA
1970
Bray Capital Advisors
Florida
$630K -$725K -7,585 -51%
LOIP
1971
Live Oak Investment Partners
Texas
$629K – – –
AMCA
1972
Arthur M. Cohen & Associates
Illinois
$626K +$4.78K +50 +0.7%
FCA
1973
FLC Capital Advisors
California
$625K -$256K -2,679 -27%
XS
1974
XR Securities
Illinois
$625K -$74.5K -779 -10%
FCT
1975
First Community Trust
Iowa
$625K – – –
77 78
79
80 81