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Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
4001
Santori & Peters Inc
Pennsylvania
$1.43M +$313 +1 +0%
KFS
4002
Kelly Financial Services
Massachusetts
$1.42M +$71.1K +227 +6%
RTL
4003
Red Tortoise LLC
Georgia
$1.42M +$313 +1 +0%
WFA
4004
WMG Financial Advisors
Tennessee
$1.42M -$37K -118 -3%
IC
4005
Iconiq Capital
California
$1.42M -$3.22M -10,284 -71%
HGWM
4006
Horst & Graben Wealth Management
Oregon
$1.42M +$7.52K +24 +0.6%
HR
4007
Hardy Reed
Mississippi
$1.41M -$216K -688 -14%
SIC
4008
Schwartz Investment Counsel
Michigan
$1.41M -$125K -400 -9%
HIG
4009
Heritage Investment Group
Florida
$1.41M +$139K +445 +12%
GM
4010
GeoWealth Management
Illinois
$1.41M +$16.6K +53 +1%
CFA
4011
Camarda Financial Advisors
Florida
$1.41M +$271K +866 +26%
VI
4012
Versor Investments
New York
$1.41M +$1.3M +4,146 New
BDF
4013
Black Diamond Financial
Maryland
$1.41M -$32.3K -103 -2%
VFP
4014
Verus Financial Partners
Virginia
$1.41M -$63K -201 -5%
FWI
4015
Facet Wealth Inc
Maryland
$1.41M +$313K +999 +30%
BAG
4016
Briggs Advisory Group
Rhode Island
$1.41M +$42.3K +135 +3%
MPW
4017
MA Private Wealth
California
$1.39M +$76.8K +245 +6%
VAFP
4018
Vahanian & Associates Financial Planning
New York
$1.39M -$24.4K -78 -2%
FWM
4019
FSA Wealth Management
Massachusetts
$1.39M -$89K -284 -7%
WFAG
4020
Wescott Financial Advisory Group
Pennsylvania
$1.39M -$144K -459 -10%
I2I
4021
Insight 2811 Inc
Illinois
$1.38M -$41.7K -133 -3%
FTA
4022
Financial & Tax Architects
Missouri
$1.38M -$50.1K -160 -4%
AFA
4023
American Financial Advisors
Georgia
$1.38M +$5.01K +16 +0.4%
RG
4024
Retirement Group
California
$1.38M +$29.5K +94 +2%
SPAS
4025
Spectrum Planning & Advisory Services
California
$1.38M +$313 +1 +0%
159 160
161
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