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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
951
Kovack Advisors
Florida
$884K +$21.4K +59 +2%
SW
952
Simplicity Wealth
New Jersey
$880K +$388K +1,068 +61%
MC
953
Matisse Capital
Oregon
$877K – – –
FMWA
954
Forvis Mazars Wealth Advisors
Missouri
$872K +$174K +479 +21%
CG
955
Corundum Group
Colorado
$871K +$34.2K +94 +3%
BPFA
956
Barnes Pettey Financial Advisors
Mississippi
$871K -$5.09K -14 -0.5%
BAM
957
BCV Asset Management
$867K – – –
TH
958
TCTC Holdings
Texas
$866K – – –
PFA
959
Pure Financial Advisors
California
$866K +$108K +298 +12%
AWM
960
Aprio Wealth Management
Georgia
$863K +$36.3K +100 +4%
BOH
961
Bank of Hawaii
Hawaii
$863K -$132K -364 -12%
SFA
962
Souders Financial Advisors
Ohio
$860K +$101K +277 +11%
JWBC
963
J.W. Burns & Co
New York
$859K – – –
AAS
964
Annex Advisory Services
Wisconsin
$858K +$8.36K +23 +0.8%
VIM
965
VELA Investment Management
Ohio
$857K – – –
MK
966
MASTERINVEST Kapitalanlage
$855K – – –
BAAM
967
Baker Avenue Asset Management
California
$852K +$52K +143 +6%
DIA
968
Davidson Investment Advisors
Montana
$851K -$26M -71,621 -96%
FWM
969
Forza Wealth Management
Florida
$851K – – –
EB
970
Exchange Bank
California
$846K – – –
IFG
971
Independent Financial Group
California
$845K +$312K +859 +47%
NWM
972
Northcape Wealth Management
New York
$845K – – –
LFA
973
Legacy Financial Advisors
Kentucky
$843K +$32.7K +90 +3%
MLA
974
MB, Levis & Associates
Pennsylvania
$842K -$25.1K -69 -3%
SCM
975
Stevens Capital Management
Pennsylvania
$831K +$964K +2,653 New
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