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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2476
JSF Financial
California
$749K +$52.6K +146 +7%
BBW
2477
Blue Barn Wealth
Utah
$748K +$541K +1,503 +214%
VFG
2478
V2 Financial group
Illinois
$747K -$71.7K -199 -8%
FA
2479
Fermata Advisors
California
$746K – – –
BEAM
2480
Baker Ellis Asset Management
Washington
$745K – – –
EE
2481
EWG Elevate
California
$744K -$16.6K -46 -2%
TA
2482
TFG Advisers
Michigan
$744K +$46.5K +129 +6%
KA
2483
KLCM Advisors
Wisconsin
$743K – – –
DTL
2484
Dynamic Technology Lab
Singapore
$742K +$787K +2,186 New
GCAC
2485
Guardian Capital Advisors (Canada)
Ontario, Canada
$738K – – –
WCAMG
2486
Woodard & Company Asset Management Group
North Carolina
$737K -$48.6K -135 -6%
SSCA
2487
South Shore Capital Advisors
Massachusetts
$735K -$2.52K -7 -0.3%
AIA
2488
Alera Investment Advisors
Illinois
$734K -$360 -1 -0%
LFG
2489
Larson Financial Group
Missouri
$734K +$8.28K +23 +1%
NWS
2490
Newport Wealth Strategies
California
$734K +$76.4K +212 +11%
FRA
2491
Frank Rimerman Advisors
California
$732K -$258K -717 -25%
CWP
2492
Concord Wealth Partners
Virginia
$731K -$549K -1,524 -41%
KA
2493
Kozak & Associates
Colorado
$731K +$757K +2,102 New
ARMC
2494
American Research & Management Company
Massachusetts
$730K – – –
NWA
2495
New World Advisors
Massachusetts
$730K +$371K +1,030 +85%
CAC
2496
Core Alternative Capital
Georgia
$729K -$22K -61 -3%
SN
2497
Sittner & Nelson
Oregon
$725K – – –
B
2498
Brightworth
Georgia
$724K +$11.9K +33 +2%
ACM
2499
AUA Capital Management
Pennsylvania
$716K – – –
BWA
2500
Bordeaux Wealth Advisors
California
$716K – – –
98 99
100
101 102