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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
801
Cooper Financial Group
California
$446K +$11.6K +859 +3%
CLOS
802
Compagnie Lombard Odier SCmA
Switzerland
$446K +$91K +6,746 +27%
RFM
803
Royal Fund Management
Florida
$446K -$5.42K -402 -1%
PFA
804
Pure Financial Advisors
California
$443K +$38.8K +2,873 +10%
BTC
805
Bank & Trust Company
Illinois
$440K +$10.7K +794 +3%
SCA
806
SMH Capital Advisors
Texas
$435K +$422K +31,278 New
TPI
807
Trust Point Inc
Wisconsin
$435K +$20.9K +1,552 +5%
FISPB
808
Fideuram - Intesa Sanpaolo Private Banking
$434K +$33K +2,445 +8%
VCA
809
Verdence Capital Advisors
Maryland
$430K -$77.8K -5,764 -16%
KFS
810
Keynote Financial Services
Connecticut
$428K +$2.5K +185 +0.6%
CAG
811
Crestwood Advisors Group
Massachusetts
$428K +$131K +9,694 +46%
AWA
812
Acorn Wealth Advisors
Michigan
$428K -$31.2K -2,313 -7%
SWM
813
SeaCrest Wealth Management
New York
$425K +$146K +10,856 +55%
AC
814
Apella Capital
Connecticut
$425K -$116K -8,596 -22%
AWE
815
Avidian Wealth Enterprises
Texas
$423K +$143K +10,614 +54%
6F
816
626 Financial
Michigan
$418K -$2.97K -220 -0.7%
AAMC
817
Asset Allocation & Management Company
Illinois
$417K – – –
LWA
818
Lineweaver Wealth Advisors
Ohio
$416K +$7.18K +532 +2%
WAS
819
Wealth Advisory Solutions
Indiana
$415K +$403K +29,841 New
GSIAS
820
Garden State Investment Advisory Services
New Jersey
$413K +$18.4K +1,362 +5%
FWP
821
FAS Wealth Partners
Kansas
$412K +$3.29K +244 +0.8%
DWP
822
Daymark Wealth Partners
Ohio
$411K +$29K +2,149 +8%
MNBTD
823
Moody National Bank Trust Division
Texas
$408K -$35.4K -2,623 -8%
OAM
824
Ostrum Asset Management
France
$406K – – –
SWA
825
Stratos Wealth Advisors
Ohio
$404K -$12.5K -925 -3%
31 32
33
34 35