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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
776
PDS Planning
Ohio
$336K +$252K +2,075 New
HH
777
Hilltop Holdings
Texas
$335K +$251K +2,070 New
PWM
778
Power Wealth Management
Georgia
$335K +$251K +2,070 New
SP
779
SmartHarvest Portfolios
Washington
$334K +$250K +2,061 New
WIA
780
World Investment Advisors
California
$333K +$49.1K +405 +12%
CFP
781
Catalyst Financial Partners
Massachusetts
$332K +$249K +2,050 New
SFO
782
Stokes Family Office
Louisiana
$332K +$249K +2,050 New
1WA
783
180 Wealth Advisors
Washington
$331K +$248K +2,045 New
ACG
784
Allen Capital Group
Nebraska
$331K +$248K +2,044 New
VSQM
785
V-Square Quantitative Management
Illinois
$331K +$248K +2,044 New
SAW
786
Signal Advisors Wealth
Michigan
$330K +$247K +2,038 New
IC
787
IEQ Capital
California
$328K +$246K +2,026 New
CCIA
788
Campbell & Co Investment Adviser
Maryland
$326K +$244K +2,014 New
VVP
789
Venture Visionary Partners
Ohio
$325K +$243K +2,005 New
MAM
790
Mullooly Asset Management
New Jersey
$324K +$243K +2,000 New
PL
791
Parthenon LLC
Kentucky
$324K +$243K +2,000 New
GLA
792
Great Lakes Advisors
Illinois
$323K +$242K +1,996 New
GCP
793
GSA Capital Partners
United Kingdom
$323K +$241K +1,990 New
CBA
794
Coastal Bridge Advisors
Connecticut
$323K +$241K +1,991 New
KWM
795
Kingsview Wealth Management
Oregon
$323K +$241K +1,990 New
PCM
796
Prelude Capital Management
New York
$320K +$240K +1,975 New
CAG
797
Crestwood Advisors Group
Massachusetts
$320K +$239K +1,973 New
CPCM
798
Cardinal Point Capital Management
Ontario, Canada
$320K +$239K +1,972 New
IIA
799
IPG Investment Advisors
California
$319K +$239K +1,970 New
DLA
800
Douglas Lane & Associates
New York
$319K +$239K +1,969 New
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