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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1001
Harvest Fund Management
China
$410K +$339K +18,405 +1,126%
ACI
1002
Alpha Cubed Investments
California
$408K -$33.6K -1,827 -9%
FCH
1003
Freestone Capital Holdings
Washington
$408K +$99.7K +5,417 +38%
P
1004
&Partners
Tennessee
$407K +$626 +34 +0.2%
PAG
1005
Private Advisory Group
Washington
$407K +$360K +19,574 New
MWC
1006
MKD Wealth Coaches
Michigan
$406K +$94.7K +5,145 +36%
SWM
1007
Sanctuary Wealth Management
Idaho
$405K -$53.5K -2,907 -13%
SIS
1008
Sound Income Strategies
Florida
$402K +$8.54K +464 +2%
RIG
1009
Roosevelt Investment Group
New York
$402K +$114K +6,217 +47%
AWAP
1010
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$399K +$7.49K +407 +2%
HWA
1011
HCR Wealth Advisors
California
$398K – – –
AO
1012
Advisor OS
Illinois
$398K +$352K +19,137 New
FMTC
1013
Farmers & Merchants Trust Company
California
$397K – – –
FNBT
1014
FineMark National Bank & Trust
Florida
$396K -$180K -9,790 -34%
BHBT
1015
Burke & Herbert Bank & Trust
Virginia
$395K – – –
PFA
1016
Paradigm Financial Advisors
Missouri
$395K +$350K +19,002 New
NFG
1017
Norris Financial Group
South Carolina
$393K +$82.4K +4,480 +31%
CAWM
1018
Capital Advisors Wealth Management
Washington
$393K +$31.6K +1,718 +10%
OFS
1019
OneAscent Financial Services
Alabama
$393K +$348K +18,912 New
BRG
1020
Bay Rivers Group
Virginia
$390K -$85K -4,616 -20%
FMN
1021
Financial Management Network
California
$390K +$47.8K +2,600 +19%
AGA
1022
Accuvest Global Advisors
Utah
$389K +$345K +18,721 New
AA
1023
Ancora Advisors
Ohio
$387K +$60.3K +3,276 +21%
AWMF
1024
Arbor Wealth Management (Florida)
Florida
$387K +$343K +18,615 New
GFPC
1025
Global Financial Private Client
Florida
$386K +$46K +2,500 +16%
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