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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1301
First Foundation Advisors
California
$914K +$102K +987 +12%
PIM
1302
Profit Investment Management
Maryland
$911K -$32.2K -313 -3%
APGDR
1303
Absoluto Partners Gestao de Recursos
Brazil
$911K -$1.28M -12,447 -57%
PG
1304
Patten Group
Tennessee
$910K -$7.41K -72 -0.8%
GLR
1305
Great Lakes Retirement
Ohio
$907K -$396K -3,849 -29%
SIS
1306
Strategic Investment Solutions
Illinois
$905K +$892K +8,670 +6,328%
HVIA
1307
Hudson Valley Investment Advisors
New York
$900K -$108K -1,053 -10%
MWA
1308
Meridian Wealth Advisors
Texas
$898K +$1.23K +12 +0.1%
JFGIW
1309
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$898K -$115K -1,121 -11%
ECG
1310
Edge Capital Group
Georgia
$892K -$107K -1,040 -10%
SS
1311
Sunbelt Securities
Texas
$891K – – –
WBC
1312
West Branch Capital
Massachusetts
$891K -$18.4K -179 -2%
DBG
1313
De Burlo Group
Massachusetts
$890K -$82.3K -800 -8%
BW
1314
Bison Wealth
Georgia
$889K +$198K +1,928 +26%
HW
1315
Hancock Whitney
Mississippi
$888K -$275K -2,674 -22%
AFO
1316
Arrowroot Family Office
California
$887K -$159K -1,546 -14%
IBOK
1317
Independence Bank of Kentucky
Kentucky
$886K +$109K +1,063 +13%
AFG
1318
Allegheny Financial Group
Pennsylvania
$882K +$949K +9,229 New
FWP
1319
FAS Wealth Partners
Kansas
$880K -$19.9K -193 -2%
CCM
1320
Conway Capital Management
California
$879K -$202K -1,963 -18%
LMKC
1321
L.M. Kohn & Company
Ohio
$877K +$103 +1 +0%
AWM
1322
Axxcess Wealth Management
California
$873K +$229K +2,229 +32%
QT
1323
Quantamental Technologies
New York
$873K +$112K +1,087 +14%
TA
1324
TFG Advisers
Michigan
$872K -$17.8K -173 -2%
EAM
1325
EFG Asset Management
Oregon
$865K -$240K -2,332 -20%
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