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Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
851
Verdence Capital Advisors
Maryland
$567K +$193K +2,270 +55%
VFA
852
Valeo Financial Advisors
Indiana
$566K +$24.4K +288 +5%
AWA
853
Arkadios Wealth Advisors
Georgia
$566K +$75.4K +889 +16%
ADL
854
Asset Dedication LLC
California
$560K -$19.4K -229 -3%
EP
855
Eudaimonia Partners
Tennessee
$560K +$456K +5,374 +552%
S
856
swisspartners
Liechtenstein
$552K +$46.7K +550 +10%
JWCA
857
J.W. Cole Advisors
Florida
$552K +$95.8K +1,129 +22%
MA
858
Mutual Advisors
Nebraska
$551K -$20.2K -238 -4%
LWAC
859
Laurel Wealth Advisors (California)
California
$548K +$142K +1,679 +37%
AWM
860
Avior Wealth Management
Nebraska
$546K -$50.4K -594 -9%
JCIA
861
Jackson Creek Investment Advisors
Colorado
$539K -$88.4K -1,042 -15%
VFPI
862
Vantage Financial Partners (Illinois)
Illinois
$534K +$216K +2,550 +73%
TFO
863
Tarbox Family Office
California
$533K – – –
PBT
864
Pictet Bank & Trust
Bahamas
$529K – – –
OWA
865
Outlook Wealth Advisors
Texas
$528K +$508K +5,987 New
LSAG
866
Lake Street Advisors Group
New Hampshire
$527K +$16.9K +199 +3%
LOAMU
867
Lombard Odier Asset Management (USA)
New York
$524K -$2.13M -25,062 -81%
LAM
868
L2 Asset Management
Massachusetts
$524K -$85.7K -1,010 -15%
ZIM
869
Zacks Investment Management
Illinois
$519K -$303K -3,577 -38%
MIH
870
Meitav Investment House
Israel
$518K -$2.72M -32,036 -84%
AWM
871
Altium Wealth Management
New York
$518K +$125K +1,478 +34%
BAM
872
Berkshire Asset Management
Pennsylvania
$515K – – –
DAS
873
Dynamic Advisor Solutions
Arizona
$512K +$98.2K +1,157 +25%
IAN
874
Integrated Advisors Network
Texas
$509K -$42.4K -500 -8%
CAM
875
Carret Asset Management
New York
$507K – – –
33 34
35
36 37