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Name Holding Trade Value Shares
Change 		Change in
Stake
SMFG
1501
Sumitomo Mitsui Financial Group
Japan
$720K +$469K +8,320 +235%
PWA
1502
Prairie Wealth Advisors
Nebraska
$719K +$668K +11,840 New
GAA
1503
Global Assets Advisory
Florida
$719K +$660K +11,700 New
EL
1504
Essex LLC
Illinois
$716K -$28.2K -500 -4%
DA
1505
Dover Advisors
Virginia
$715K +$225K +3,990 +51%
LWCFA
1506
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$715K -$166K -2,950 -19%
MCWA
1507
Meadow Creek Wealth Advisors
Georgia
$707K +$6.77K +120 +1%
SFA
1508
Semmax Financial Advisors
North Carolina
$706K -$50.2K -890 -7%
NC
1509
Nightview Capital
Texas
$706K -$209K -3,700 -24%
AWG
1510
Altus Wealth Group
Colorado
$704K -$2.82K -50 -0.4%
VC
1511
Vicus Capital
Pennsylvania
$702K +$652K +11,560 New
IWS
1512
Integrity Wealth Solutions
Colorado
$700K – – –
MP
1513
McDonald Partners
Ohio
$697K – – –
FWP
1514
FAS Wealth Partners
Kansas
$697K – – –
PC
1515
Permit Capital
Pennsylvania
$695K – – –
MFG
1516
MidWestOne Financial Group
Iowa
$695K +$317K +5,630 +97%
RRA
1517
Round Rock Advisors
Connecticut
$693K -$1.13K -20 -0.2%
CFO
1518
Custos Family Office
Texas
$692K – – –
SCM
1519
Steele Capital Management
Iowa
$692K +$6.77K +120 +1%
FS
1520
Financial Symmetry
North Carolina
$691K -$4.51K -80 -0.7%
CA
1521
Clearstead Advisors
Ohio
$690K -$45.1K -800 -7%
OL
1522
OneFund LLC
Florida
$689K -$20.3K -360 -3%
PCM
1523
Pointe Capital Management
Michigan
$688K – – –
SOS
1524
Silver Oak Securities
Tennessee
$688K +$62K +1,100 +11%
EFL
1525
ERn Financial LLC
Wisconsin
$687K +$52.4K +930 +9%
59 60
61
62 63