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Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
701
SYM Financial Corp
Indiana
$287K +$37.6K +168 +16%
CLOS
702
Compagnie Lombard Odier SCmA
Switzerland
$287K -$1.36M -6,065 -83%
FFA
703
Founders Financial Alliance
North Carolina
$286K -$9.4K -42 -3%
SAM
704
Smartleaf Asset Management
Massachusetts
$286K -$8.06K -36 -3%
GWMI
705
Guardian Wealth Management (Illinois)
Illinois
$285K -$48.6K -217 -15%
ACA
706
Aptus Capital Advisors
Alabama
$285K -$11.4K -51 -4%
KL
707
KWMG LLC
Kansas
$284K +$2.69K +12 +1%
USCWA
708
U.S. Capital Wealth Advisors
Texas
$282K -$6.85M -30,602 -96%
SP
709
SmartHarvest Portfolios
Washington
$282K +$31.6K +141 +13%
CMF
710
Counterpoint Mutual Funds
California
$281K +$271K +1,211 New
JIC
711
Joel Isaacson & Co
New York
$281K +$895 +4 +0.3%
TC
712
Tannin Capital
North Carolina
$279K +$25.3K +113 +10%
EL
713
EWA LLC
Pennsylvania
$279K +$25.5K +114 +10%
WPA
714
West Paces Advisors
Georgia
$279K +$269K +1,201 New
OIC
715
Orion Investment Company
Missouri
$278K – – –
TCIIS
716
TIAA-CREF Individual & Institutional Services
New York
$278K +$269K +1,200 New
AG
717
Algert Global
California
$277K -$376K -1,680 -58%
ACIM
718
Azimuth Capital Investment Management
Michigan
$277K – – –
PFM
719
Patton Fund Management
Texas
$277K +$19.3K +86 +8%
AWM
720
AE Wealth Management
Kansas
$275K +$33.4K +149 +14%
WA
721
Wealth Alliance
New York
$273K +$264K +1,178 New
JSW
722
Journey Strategic Wealth
New Jersey
$272K +$263K +1,173 New
SWA
723
Sax Wealth Advisors
New Jersey
$272K – – –
TPWA
724
TRUE Private Wealth Advisors
Oregon
$272K -$5.82K -26 -2%
FT
725
Fiduciary Trust
Massachusetts
$271K +$15K +67 +6%
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