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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1351
Resurgent Financial Advisors
Georgia
$397K +$62.8K +145 +20%
CFA
1352
CWS Financial Advisors
Michigan
$394K -$996K -2,300 -73%
PHS
1353
Pekin Hardy Strauss
Illinois
$394K – – –
FH
1354
FWG Holdings
Florida
$394K +$28.6K +66 +8%
CB
1355
CNB Bank
Pennsylvania
$393K +$10.4K +24 +3%
QFA
1356
Quantum Financial Advisors
California
$393K -$1.3K -3 -0.4%
FAT
1357
First American Trust
California
$390K +$12.6K +29 +4%
AL
1358
Aspiriant LLC
California
$389K -$69.7K -161 -16%
AWM
1359
Atticus Wealth Management
Florida
$387K -$1.73K -4 -0.5%
FWM
1360
FFT Wealth Management
Pennsylvania
$387K +$60.6K +140 +20%
TWA
1361
Tandem Wealth Advisors
Arizona
$386K – – –
NWM
1362
Northcape Wealth Management
New York
$386K -$40.7K -94 -10%
SAM
1363
Strategy Asset Managers
California
$385K +$13K +30 +4%
OWA
1364
Outlook Wealth Advisors
Texas
$384K -$27.3K -63 -7%
LC
1365
Landaas & Company
Wisconsin
$384K – – –
SWIM
1366
Smallwood Wealth Investment Management
New Jersey
$384K +$21.6K +50 +6%
SWM
1367
SeaCrest Wealth Management
New York
$384K -$16.9K -39 -5%
GC
1368
Grimes & Company
Massachusetts
$382K -$70.1K -162 -16%
FAG
1369
Fortitude Advisory Group
Washington
$382K -$9.96K -23 -3%
BFS
1370
Bard Financial Services
Connecticut
$381K +$13K +30 +4%
FTA
1371
Financial & Tax Architects
Missouri
$380K +$49.8K +115 +16%
CWM
1372
C2C Wealth Management
Arizona
$379K – – –
PVI
1373
Pine Valley Investments
New Jersey
$379K -$8.23K -19 -2%
MSAM
1374
Moloney Securities Asset Management
Missouri
$377K -$55.9K -129 -14%
SBIA
1375
Sheaff Brock Investment Advisors
Indiana
$377K +$9.09K +21 +3%
53 54
55
56 57