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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
951
Perennial Investment Advisors
California
$214K +$182K +4,709 New
VWA
952
Visionary Wealth Advisors
Illinois
$212K +$181K +4,683 New
AMBIA
953
Allen Mooney & Barnes Investment Advisors
Georgia
$212K +$188K +4,839 New
PFM
954
Patton Fund Management
Texas
$211K +$180K +4,649 New
EFG
955
Everhart Financial Group
Ohio
$211K +$180K +4,647 New
GWM
956
Geneos Wealth Management
Colorado
$210K +$57.9K +1,494 +48%
SQA
957
Simon Quick Advisors
New Jersey
$210K +$179K +4,631 New
WANY
958
Wealthspire Advisors (New York)
New York
$210K -$67.6K -1,745 -27%
LWL
959
Leo Wealth LLC
Texas
$210K +$179K +4,621 New
GWSG
960
GPS Wealth Strategies Group
Colorado
$209K +$19.3K +499 +12%
RL
961
Rogco LP
Oklahoma
$209K +$46.7K +1,206 +35%
OR
962
Olympiad Research
Connecticut
$209K -$191K -4,939 -52%
BLC
963
Brown, Lisle/Cummings
Rhode Island
$209K -$53K -1,368 -23%
OWP
964
Obermeyer Wealth Partners
Colorado
$208K +$178K +4,595 New
SMH
965
Sanders Morris Harris
Texas
$208K +$178K +4,590 New
LSA
966
Lion Street Advisors
Texas
$208K – – –
CFP
967
Catalyst Financial Partners
Massachusetts
$207K +$189K +4,880 New
EWA
968
Exencial Wealth Advisors
Oklahoma
$205K +$175K +4,525 New
CC
969
Callan Capital
California
$204K +$175K +4,508 New
AC
970
Allstate Corporation
Illinois
$202K +$173K +4,462 New
AFT
971
Alpha Family Trust
California
$200K +$171K +4,420 New
BBHC
972
Brown Brothers Harriman & Co
New York
$200K +$46.8K +1,207 +38%
BL
973
Balentine LLC
Georgia
$200K +$171K +4,415 New
PA
974
PSI Advisors
Florida
$200K -$28.4K -733 -14%
PAM
975
Paradigm Asset Management
New York
$188K -$56.2K -1,450 -26%
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