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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2951
Sandler Capital Management
New York
$600K +$390K +520 New
IF
2952
Integrity Financial
Wyoming
$599K +$389K +519 New
MSWMA
2953
Market Street Wealth Management Advisors
Indiana
$598K +$388K +518 New
PGF
2954
Plan Group Financial
Oklahoma
$597K +$388K +517 New
VEA
2955
Virtus ETF Advisers
New York
$597K -$235K -313 -38%
SMA
2956
Sage Mountain Advisors
Georgia
$597K +$388K +517 New
FWA
2957
Flagship Wealth Advisors
Massachusetts
$594K +$386K +515 New
PA
2958
Prosperity Advisers
Pennsylvania
$593K -$72K -96 -16%
HCM
2959
Hutchinson Capital Management
California
$593K +$385K +514 New
OCM
2960
One Capital Management
California
$593K – – –
BIA
2961
Bell Investment Advisors
California
$590K +$20.2K +27 +6%
LFS
2962
Lutz Financial Services
Nebraska
$589K +$382K +510 New
SPWG
2963
Syntegra Private Wealth Group
Missouri
$589K +$382K +510 New
KMWM
2964
Keudell/Morrison Wealth Management
Oregon
$588K -$232K -310 -38%
FFG
2965
Foundry Financial Group
New Hampshire
$588K -$78K -104 -17%
VC
2966
Veery Capital
Delaware
$588K +$382K +509 New
AA
2967
Alesco Advisors
New York
$586K +$381K +508 New
LCM
2968
LVM Capital Management
Michigan
$586K +$381K +508 New
TAM
2969
TCP Asset Management
Ohio
$585K +$380K +507 New
AAM
2970
Azzad Asset Management
Virginia
$583K +$379K +505 New
AAM
2971
AR Asset Management
California
$583K +$379K +505 New
GCA
2972
Genesee Capital Advisors
New York
$583K -$93.7K -125 -20%
FPTW
2973
Franklin, Parlapiano, Turner & Welch
Texas
$581K – – –
FWM
2974
Fonville Wealth Management
Virginia
$579K +$376K +502 New
SC
2975
Schubert & Co
Texas
$578K +$376K +501 New
117 118
119
120 121