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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1376
Resurgent Financial Advisors
Georgia
$416K -$456 -1 -0.1%
SWM
1377
SeaCrest Wealth Management
New York
$415K -$6.84K -15 -2%
AA
1378
ALPS Advisors
Colorado
$412K -$123K -270 -24%
HCA
1379
Hyperion Capital Advisors
New York
$412K – – –
GAM
1380
Gould Asset Management
California
$410K +$71.6K +157 +22%
AC
1381
ASB Consultores
Florida
$409K – – –
FWM
1382
FFT Wealth Management
Pennsylvania
$409K +$18.7K +41 +5%
BFO
1383
Boston Family Office
Massachusetts
$408K – – –
GGA
1384
Granite Group Advisors
Connecticut
$408K -$3.19K -7 -0.8%
DLA
1385
Douglas Lane & Associates
New York
$406K – – –
CFP
1386
Cascade Financial Partners
California
$406K +$43.8K +96 +13%
CFO
1387
CVA Family Office
Colorado
$406K +$11K +24 +3%
AIA
1388
Alera Investment Advisors
Illinois
$405K +$77.1K +169 +25%
PHS
1389
Pekin Hardy Strauss
Illinois
$405K – – –
QFA
1390
Quantum Financial Advisors
California
$403K – – –
SPW
1391
Sonoma Private Wealth
California
$402K -$3.65K -8 -0.9%
CB
1392
CNB Bank
Pennsylvania
$401K -$2.74K -6 -0.7%
CP
1393
Creekside Partners
California
$401K – – –
SAM
1394
Strategy Asset Managers
California
$400K -$16K -35 -4%
NRC
1395
New Republic Capital
North Carolina
$400K +$8.67K +19 +2%
CA
1396
Cornerstone Advisory
Maryland
$400K +$11.9K +26 +3%
FAG
1397
Fortitude Advisory Group
Washington
$399K +$4.56K +10 +1%
OWA
1398
Outlook Wealth Advisors
Texas
$399K -$5.02K -11 -1%
PCH
1399
PGIM Custom Harvest
New Jersey
$398K +$22.4K +49 +6%
DBG
1400
De Burlo Group
Massachusetts
$398K -$9.27M -20,315 -96%
54 55
56
57 58