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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2501
Humankind Investments
New York
$840K -$68K -186 -8%
CFA
2502
CWS Financial Advisors
Michigan
$837K -$1.2M -3,297 -60%
EBA
2503
Eagle Bay Advisors
New York
$835K -$40.2K -110 -5%
UAG
2504
United Advisor Group
Ohio
$833K -$678K -1,857 -46%
AGA
2505
Arkos Global Advisors
Texas
$830K +$361K +988 +84%
PCM
2506
Prelude Capital Management
New York
$829K +$790K +2,161 New
OCM
2507
Orion Capital Management
California
$828K -$3.65K -10 -0.5%
USWIA
2508
UP Strategic Wealth Investment Advisors
Pennsylvania
$827K – – –
CWP
2509
Core Wealth Partners
California
$827K -$6.58K -18 -0.8%
TCWM
2510
Total Clarity Wealth Management
Illinois
$827K +$15K +41 +2%
RB
2511
Rodgers Brothers
Pennsylvania
$826K -$1.89M -5,177 -71%
WAM
2512
WNY Asset Management
New York
$824K -$1.46K -4 -0.2%
AP
2513
Adero Partners
California
$823K -$58.1K -159 -7%
SWM
2514
Seed Wealth Management
Illinois
$822K – – –
OR
2515
Olympiad Research
Connecticut
$822K +$371K +1,016 +90%
GJWM
2516
Gilliland Jeter Wealth Management
Arkansas
$821K -$75.3K -206 -9%
BWM
2517
Birchcreek Wealth Management
Ohio
$820K +$104K +285 +15%
AIS
2518
American Investment Services
Massachusetts
$819K -$11.7K -32 -1%
SFG
2519
SNS Financial Group
Minnesota
$819K -$4.38K -12 -0.6%
SAI
2520
Savvy Advisors Inc
New York
$816K +$257K +703 +49%
HIIFS
2521
Harel Insurance Investments & Financial Services
Israel
$814K -$4.38M -11,990 -85%
PFA
2522
Pathway Financial Advisors
Vermont
$814K -$731 -2 -0.1%
FNC
2523
First National Corp
Massachusetts
$814K – – –
MPCL
2524
My Personal CFO LLC
Washington
$813K +$3.65K +10 +0.5%
FTIS
2525
First Trust Investment Solutions
Florida
$811K +$96.8K +265 +14%
99 100
101
102 103