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Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
4051
Virtus ETF Advisers
New York
$688K +$727K +2,679 New
HA
4052
Hofer & Associates
California
$687K +$42.3K +156 +6%
SWA
4053
Sightline Wealth Advisors
Connecticut
$686K +$543 +2 +0.1%
FP
4054
Fiduciary Planning
Florida
$682K -$40.2K -148 -5%
WF
4055
Warner Financial
Maryland
$681K +$195K +720 +37%
AWM
4056
Alterna Wealth Management
Texas
$680K -$141K -518 -16%
HA
4057
HC Advisors
Georgia
$680K +$173K +639 +32%
PCI
4058
Planning Center Inc
Illinois
$679K +$26.3K +97 +4%
PAA
4059
Peregrine Asset Advisers
Oregon
$678K -$4.14M -15,272 -85%
FWM
4060
FFT Wealth Management
Pennsylvania
$678K +$75.5K +278 +12%
CFO
4061
Capitol Family Office
Oregon
$674K – – –
MWM
4062
MBE Wealth Management
Wisconsin
$671K – – –
GCM
4063
Glaxis Capital Management
Florida
$668K -$1.5M -5,527 -68%
HAS
4064
Holland Advisory Services
Florida
$667K +$1.36K +5 +0.2%
DF
4065
Donoghue Forlines
Massachusetts
$667K +$10.9K +40 +2%
SAM
4066
Sequent Asset Management
Texas
$667K +$13.6K +50 +2%
QT
4067
Quantamental Technologies
New York
$665K +$703K +2,589 New
OAJ
4068
Ogorek Anthony Joseph
New York
$664K -$14.9K -55 -2%
DEM
4069
Disciplined Equity Management
Florida
$663K +$700K +2,580 New
PIA
4070
Powell Investment Advisors
Florida
$662K +$271 +1 +0%
FI
4071
FIDELIS iM
Oregon
$661K +$1.09K +4 +0.2%
GC
4072
Gibson Capital
Pennsylvania
$657K +$335K +1,235 +93%
OFS
4073
Oldfather Financial Services
Nebraska
$656K -$100K -370 -13%
WFA
4074
West Financial Advisors
Iowa
$655K – – –
3F
4075
360 Financial
Minnesota
$654K -$167K -615 -20%
161 162
163
164 165