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Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
926
First National Trust
Pennsylvania
$407K +$45K +2,369 +11%
KIA
927
KCM Investment Advisors
California
$406K -$28.5K -1,500 -6%
SIA
928
Sage Investment Advisers
New York
$406K +$190K +9,981 +71%
SG
929
StoneX Group
New York
$405K +$5.61K +295 +1%
BIP
930
Blueprint Investment Partners
North Carolina
$405K -$31K -1,631 -6%
PWM
931
Purus Wealth Management
California
$405K +$129K +6,793 +40%
AIP
932
Almanack Investment Partners
Pennsylvania
$404K -$63.9K -3,361 -12%
JSW
933
Journey Strategic Wealth
New Jersey
$404K -$9.54K -502 -2%
SFWA
934
Summit Financial Wealth Advisors
Louisiana
$404K – – –
GI
935
Gradient Investments
Minnesota
$404K +$15.4K +812 +4%
SS
936
Simplicity Solutions
Minnesota
$402K -$452K -23,774 -50%
QCM
937
Quantinno Capital Management
New York
$402K -$299K -15,746 -40%
LMKC
938
L.M. Kohn & Company
Ohio
$401K +$450K +23,660 New
LWM
939
Lyell Wealth Management
California
$400K +$36.1K +1,897 +9%
CC
940
Courier Capital
New York
$398K +$14.2K +745 +3%
BFA
941
Beacon Financial Advisory
Ohio
$398K +$27K +1,421 +6%
ZIG
942
Zuckerman Investment Group
Illinois
$397K +$447K +23,500 New
PWAG
943
Polaris Wealth Advisory Group
California
$396K -$21.4M -1,126,607 -98%
BFG
944
Barber Financial Group
Kansas
$393K -$103K -5,405 -19%
IP
945
Investment Partners
Ohio
$393K +$19 +1 +0%
FFA
946
First Foundation Advisors
California
$391K +$129K +6,784 +42%
PG
947
Prostatis Group
Maryland
$386K +$3.29K +173 +0.8%
RIG
948
Roosevelt Investment Group
New York
$386K +$66K +3,469 +18%
FMTC
949
Farmers & Merchants Trust Company
California
$386K +$70.8K +3,721 +19%
GWM
950
Greenhouse Wealth Management
Connecticut
$385K +$2.42K +127 +0.6%
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38
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