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Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
76
Acorn Financial Advisory Services
Virginia
$4.14M +$3.19M +102,253 New
KWA
77
Kingswood Wealth Advisors
California
$3.98M +$3.07M +98,411 New
LA
78
Lifeworks Advisors
Michigan
$3.97M +$3.06M +98,211 New
MC
79
Moors & Cabot
Massachusetts
$3.89M +$2.99M +96,023 New
PHS
80
Pekin Hardy Strauss
Illinois
$3.83M +$2.96M +94,745 New
NAM
81
NTV Asset Management
West Virginia
$3.69M +$2.85M +91,300 New
TCM
82
Traynor Capital Management
Pennsylvania
$3.67M +$2.83M +90,590 New
KAS
83
Kestra Advisory Services
Texas
$3.65M +$2.81M +90,173 New
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$3.42M +$2.63M +84,419 New
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$3.4M +$2.62M +84,131 New
MA
86
Mutual Advisors
Nebraska
$3.34M +$2.58M +82,602 New
BWM
87
BigSur Wealth Management
Florida
$3.3M +$2.54M +81,547 New
ZF
88
Zhang Financial
Michigan
$3.27M +$2.52M +80,825 New
BAM
89
Belpointe Asset Management
Nevada
$3.2M +$2.47M +79,067 New
IAN
90
Integrated Advisors Network
Texas
$3.12M +$2.4M +76,998 New
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$3.08M +$2.37M +76,081 New
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$3.07M +$2.41M +77,216 New
CC
93
Copperleaf Capital
North Carolina
$3.02M +$2.33M +74,722 New
Mariner
94
Mariner
Kansas
$2.98M +$2.29M +73,551 New
FEG
95
Financial Enhancement Group
Indiana
$2.94M +$2.41M +77,157 New
DAM
96
Deltec Asset Management
New York
$2.89M +$2.23M +71,400 New
Financial Engines Advisors
97
Financial Engines Advisors
California
$2.87M +$2.21M +71,001 New
KWM
98
Keebeck Wealth Management
Illinois
$2.86M +$2.2M +70,554 New
CAMG
99
CWA Asset Management Group
Florida
$2.79M +$2.15M +68,894 New
GP
100
Geneva Partners
Wisconsin
$2.79M +$2.15M +68,825 New
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