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Li Auto
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
201
CGC Financial Services
Oregon
$12.9K – – –
CA
202
Clearstead Advisors
Ohio
$11.8K – – –
PFBT
203
Parkside Financial Bank & Trust
Missouri
$10.7K – – –
SPIA
204
Steward Partners Investment Advisory
New York
$9.8K – – –
TWC
205
TD Waterhouse Canada
Ontario, Canada
$9.63K – – –
TFGT
206
TS Financial Group (TSFG)
Illinois
$8K – – –
AF
207
Allworth Financial
California
$7.45K +$671 +17 +9%
EWA
208
EverSource Wealth Advisors
Alabama
$6.42K -$19.7K -500 -74%
LFG
209
Larson Financial Group
Missouri
$5.7K – – –
BIA
210
Bell Investment Advisors
California
$4.38K – – –
GGI
211
Godsey & Gibb Inc
Virginia
$3.56K – – –
PA
212
PSI Advisors
Florida
$3.56K – – –
JWM
213
Janiczek Wealth Management
Colorado
$2.92K – – –
AWA
214
Authentikos Wealth Advisory
California
$2.85K +$3.16K +80 New
JWA
215
JFS Wealth Advisors
Pennsylvania
$2.57K – – –
MA
216
Montag & Associates
Georgia
$1.32K – – –
SWM
217
Sanctuary Wealth Management
Idaho
$1.07K – – –
GI
218
Gradient Investments
Minnesota
$891 – – –
BWM
219
Baystate Wealth Management
Massachusetts
$749 – – –
RWM
220
Raffa Wealth Management
District of Columbia
$749 – – –
AWM
221
Abound Wealth Management
Tennessee
$678 – – –
CSPIA
222
Cary Street Partners Investment Advisory
Virginia
$677 +$749 +19 New
FP
223
Financial Perspectives
Minnesota
$71 – – –
VAG
224
VisionPoint Advisory Group
Texas
$71 – – –
ACM
225
Antonetti Capital Management
Florida
$36 -$39 -1 -50%
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9
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