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Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
2101
Goldstone Financial Group
Illinois
$489K +$133K +1,234 +33%
OFG
2102
Oxford Financial Group
Indiana
$489K -$22.1K -206 -4%
HIC
2103
Holderness Investments Company
North Carolina
$489K +$3.87K +36 +0.7%
HCM
2104
Howland Capital Management
Massachusetts
$489K -$42.9K -399 -7%
CCA
2105
Covey Capital Advisors
Georgia
$486K -$645 -6 -0.1%
VC
2106
Veracity Capital
Georgia
$484K +$15.2K +141 +3%
RMP
2107
Richards, Merrill & Peterson
Washington
$483K +$18.8K +175 +4%
WMA
2108
Wealth Management Associates
New Jersey
$483K +$537 +5 +0.1%
SSA
2109
Sierra Summit Advisors
Nevada
$482K -$42.9K -399 -8%
AA
2110
Aire Advisors
California
$481K -$211K -1,968 -29%
EWA
2111
Exencial Wealth Advisors
Oklahoma
$481K -$16.1K -150 -3%
OL
2112
OneFund LLC
Florida
$480K +$860 +8 +0.2%
GFA
2113
Gallagher Fiduciary Advisors
Illinois
$479K -$120K -1,117 -19%
V
2114
ViaWealth
Kansas
$479K -$87.4K -813 -14%
AFA
2115
American Financial Advisors
Georgia
$479K -$6.34K -59 -1%
HDA
2116
Harold Davidson & Associates
California
$478K -$19.9K -185 -4%
SPL
2117
Smart Portfolios LLC
Washington
$477K – – –
FA
2118
Fortis Advisors
Pennsylvania
$476K +$53.7K +500 +12%
1WA
2119
180 Wealth Advisors
Washington
$476K -$22.1K -206 -4%
RFA
2120
Resurgent Financial Advisors
Georgia
$475K -$54.4K -506 -10%
AAS
2121
Annex Advisory Services
Wisconsin
$474K +$6.66K +62 +1%
MC
2122
Mathes Company
New York
$474K -$53.7K -500 -9%
AWM
2123
Ameliora Wealth Management
Switzerland
$474K – – –
HBCM
2124
Heron Bay Capital Management
Michigan
$474K – – –
KTA
2125
Keeley-Teton Advisors
Illinois
$473K -$48.5K -451 -9%
83 84
85
86 87