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Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
501
Arax Advisory Partners
Colorado
$1.1M -$134K -10,364 -11%
LNWTC
502
Laird Norton Wetherby Trust Company
Washington
$1.1M +$1.08M +83,569 New
SIC
503
SFE Investment Counsel
California
$1.08M -$3.22K -250 -0.3%
SAM
504
Smartleaf Asset Management
Massachusetts
$1.08M +$174K +13,515 +20%
APP
505
Avantax Planning Partners
Iowa
$1.07M -$2.73K -212 -0.3%
LGA
506
Lebenthal Global Advisors
New York
$1.07M +$142K +11,046 +16%
WI
507
WBI Investments
New Jersey
$1.06M -$14.3K -1,113 -1%
I
508
InceptionR
California
$1.06M -$65.7K -5,095 -6%
CWA
509
Centennial Wealth Advisory
Michigan
$1.06M -$11K -851 -1%
DEA
510
DoubleLine ETF Adviser
Florida
$1.05M +$1.03M +80,222 New
SAI
511
Systematic Alpha Investments
New Jersey
$1.05M – – –
WANY
512
Wealthspire Advisors (New York)
New York
$1.04M +$470K +36,451 +85%
FFM
513
Forum Financial Management
Illinois
$1.04M +$15.1K +1,175 +2%
ZF
514
Zhang Financial
Michigan
$1.03M -$1.14M -88,401 -53%
AI
515
Arvest Investments
Arkansas
$1.03M -$80.7K -6,262 -7%
FIA
516
Foundations Investment Advisors
Arizona
$1.02M +$38.7K +3,001 +4%
LWP
517
LeClair Wealth Partners
Ohio
$1.01M – – –
AIA
518
Affinity Investment Advisors
California
$1.01M +$835K +64,788 +541%
CPC
519
Cookson Peirce & Co
Pennsylvania
$1.01M +$128K +9,948 +15%
VI
520
Vestcor Inc
New Brunswick, Canada
$1M – – –
VIP
521
Vista Investment Partners
Oklahoma
$1M +$3.87K +300 +0.4%
OC
522
Oppenheimer & Co
New York
$998K -$305K -23,626 -24%
CIM
523
CIM Investment Management
Pennsylvania
$993K – – –
1C
524
111 Capital
France
$990K -$258K -19,986 -21%
EI
525
Ethic Inc
New York
$986K +$130K +10,106 +16%
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