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Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1001
Journey Advisory Group
Kentucky
$321K -$3.69K -75 -1%
SWA
1002
Stratos Wealth Advisors
Ohio
$321K -$2.41K -49 -0.8%
LDFR
1003
Lehman & Derafelo Financial Resources
Pennsylvania
$320K -$39.5K -803 -12%
TCOV
1004
Trust Company of Vermont
Vermont
$319K -$51.8K -1,053 -15%
NFSG
1005
Newbridge Financial Services Group
Florida
$318K -$88.7K -1,804 -23%
SFS
1006
Strategic Financial Services
New York
$318K -$3K -61 -1%
LFA
1007
LGT Financial Advisors
Texas
$318K +$300K +6,095 New
PGIM
1008
Pacific Global Investment Management
California
$315K +$11.3K +229 +4%
GCC
1009
Game Creek Capital
Massachusetts
$314K -$197K -4,013 -40%
AIM
1010
Allen Investment Management
New York
$314K – – –
BCFD
1011
Boit C.F. David
$314K – – –
BAM
1012
Brave Asset Management
New Jersey
$314K -$14.7K -300 -5%
RPA
1013
Rock Point Advisors
Vermont
$313K -$15.8K -321 -5%
VWA
1014
VERITY Wealth Advisors
United States
$313K – – –
CL
1015
Choreo LLC
Illinois
$312K +$295K +6,006 New
CFP
1016
Catalyst Financial Partners
Massachusetts
$311K +$293K +5,955 New
HA
1017
Herold Advisors
New York
$310K +$18.7K +380 +7%
CBFP
1018
Cedar Brook Financial Partners
Ohio
$309K +$1.52K +31 +0.5%
PWMAG
1019
Pinnacle Wealth Management Advisory Group
New Jersey
$309K -$33.5K -682 -10%
SG
1020
StoneX Group
New York
$309K +$21.9K +445 +8%
DS
1021
DRW Securities
Illinois
$308K +$290K +5,899 New
HIA
1022
HTG Investment Advisors
Connecticut
$307K +$289K +5,876 New
FNT
1023
First National Trust
Pennsylvania
$306K +$9.63K +196 +3%
AFP
1024
Ausdal Financial Partners
Iowa
$305K -$8.16K -166 -3%
MWP
1025
Moller Wealth Partners
$304K – – –
39 40
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42 43