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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2676
Fortem Financial Group
California
$1.62M +$77K +524 +5%
VFP
2677
Verus Financial Partners
Virginia
$1.62M +$3.67K +25 +0.2%
FC
2678
FORA Capital
Florida
$1.61M +$1.5M +10,224 New
PFA
2679
Pure Financial Advisors
California
$1.61M +$202K +1,378 +16%
TFA
2680
Teamwork Financial Advisors
Texas
$1.61M +$1.5M +10,213 New
OFS
2681
OneAscent Financial Services
Alabama
$1.61M +$1.5M +10,193 New
SAM
2682
Symphony Asset Management
California
$1.6M +$209K +1,420 +16%
DAM
2683
Doheny Asset Management
California
$1.6M +$22K +150 +2%
TI
2684
Truepoint Inc
Ohio
$1.6M +$147 +1 +0%
GCA
2685
Genesee Capital Advisors
New York
$1.6M +$23.8K +162 +2%
SIAS
2686
Shine Investment Advisory Services
Colorado
$1.59M -$126K -856 -8%
RWG
2687
Regal Wealth Group
California
$1.59M -$294 -2 -0%
WCAMG
2688
Woodard & Company Asset Management Group
North Carolina
$1.59M +$102K +696 +7%
WOC
2689
West Oak Capital
California
$1.57M -$82.3K -560 -5%
AIFAIM
2690
American Institute for Advanced Investment Management
Arizona
$1.57M +$1.46M +9,929 New
IGGA
2691
Iron Gate Global Advisors
Utah
$1.55M -$143K -972 -9%
CFW
2692
CA Family Wealth
California
$1.55M +$1.45M +9,862 New
SMC
2693
S. Muoio & Co
New York
$1.55M – – –
FWM
2694
Focused Wealth Management
New York
$1.55M +$34.8K +237 +2%
OFW
2695
Omnia Family Wealth
Florida
$1.55M +$244K +1,661 +20%
CCIM
2696
Chapwood Capital Investment Management
Texas
$1.55M +$1.45M +9,840 New
KLWA
2697
Kelly Lawrence W & Associates
California
$1.55M -$44.1K -300 -3%
AAM
2698
Autus Asset Management
Arizona
$1.54M -$47.7K -325 -3%
ESBC
2699
E.S. Barr & Co
Kentucky
$1.54M – – –
SL
2700
Stevard LLC
Illinois
$1.54M +$1.44M +9,781 New
106 107
108
109 110