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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
601
Sargent Investment Group
Maryland
$386K +$376K +5,810 New
WBC
602
Westpac Banking Corp
Australia
$382K +$115K +1,783 +45%
DAS
603
Dynamic Advisor Solutions
Arizona
$380K -$3.56K -55 -1%
AGWCA
604
Annis Gardner Whiting Capital Advisors
Florida
$378K -$100K -1,554 -21%
GS
605
GTS Securities
Florida
$376K -$320K -4,956 -47%
AF
606
Allworth Financial
California
$373K +$44.4K +686 +14%
PWS
607
Peterson Wealth Services
Utah
$368K -$1.51M -23,398 -81%
GWMR
608
GC Wealth Management RIA
Massachusetts
$366K -$162K -2,500 -31%
CIM
609
CIM Investment Management
Pennsylvania
$366K – – –
SFI
610
Siemens Fonds Invest
Germany
$366K – – –
OAM
611
Ostrum Asset Management
France
$362K -$117K -1,809 -25%
AWA
612
Aaron Wealth Advisors
Illinois
$359K +$350K +5,411 New
RWB
613
RMR Wealth Builders
New Jersey
$356K – – –
PL
614
Perpetual Ltd
Australia
$355K +$346K +5,353 New
FTWA
615
Fifth Third Wealth Advisors
Ohio
$352K -$30.1K -466 -8%
MW
616
Maia Wealth
Colorado
$350K +$347K +5,373 New
IFG
617
Independent Financial Group
California
$348K -$65.2K -1,008 -16%
CIA
618
Caerus Investment Advisors
Texas
$342K +$334K +5,160 New
SA
619
SPWM Advisors
Michigan
$341K +$332K +5,136 New
HHRDM
620
H&H Retirement Design & Management
Nevada
$336K +$300K +4,639 New
AUB
621
Atlantic Union Bankshares
Virginia
$335K +$6.66K +103 +2%
AWF
622
Alpha Wealth Funds
Utah
$332K +$323K +5,000 New
HWM
623
HB Wealth Management
Georgia
$329K -$203K -3,136 -39%
AWA
624
Argos Wealth Advisors
California
$328K +$319K +4,935 New
SCA
625
Snowden Capital Advisors
New York
$319K -$43.7K -676 -12%
23 24
25
26 27