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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1601
WestHill Financial Advisors
California
$525K +$1.71K +17 +0.4%
SIA
1602
Soltis Investment Advisors
Utah
$524K +$197K +1,961 +78%
FPAS
1603
Focus Partners Advisor Solutions
Missouri
$523K -$199K -1,975 -31%
SFS
1604
Summit Financial Strategies
Ohio
$518K +$201 +2 +0%
TW
1605
TrinityPoint Wealth
Connecticut
$515K +$20.3K +202 +5%
SG
1606
StoneX Group
New York
$513K -$77.7K -772 -15%
FOA
1607
Five Oceans Advisors
California
$512K -$4.23K -42 -1%
FCBT
1608
First Citizens Bank & Trust
North Carolina
$512K -$57.5K -571 -12%
LFAS
1609
Level Four Advisory Services
Texas
$510K +$34.2K +340 +8%
IP
1610
Intellectus Partners
California
$509K -$2.21K -22 -0.5%
WA
1611
Waverly Advisors
Alabama
$507K -$1.91K -19 -0.4%
CWA
1612
Clarus Wealth Advisors
Arizona
$507K +$405K +4,026 New
ACH
1613
ArrowMark Colorado Holdings
Colorado
$506K – – –
MC
1614
Machina Capital
France
$503K +$433K +4,300 New
XT
1615
XTX Topco
Cayman Islands
$503K -$2.92M -28,970 -87%
AT
1616
Arden Trust
Delaware
$501K -$153K -1,517 -26%
DLA
1617
Douglas Lane & Associates
New York
$499K +$27.8K +276 +7%
NL
1618
NKCFO LLC
Illinois
$498K – – –
PO
1619
Private Ocean
California
$498K -$17.4K -173 -4%
CA
1620
CoreCap Advisors
Michigan
$497K +$77.2K +767 +22%
BFM
1621
Boothbay Fund Management
New York
$497K -$1.88M -18,628 -81%
FG
1622
Foster Group
Iowa
$497K +$46.5K +462 +12%
CCA
1623
Childress Capital Advisors
Texas
$495K +$137K +1,358 +47%
FA
1624
Fountainhead AM
New Jersey
$493K -$21.5K -214 -5%
DFA
1625
DHJJ Financial Advisors
Illinois
$492K +$6.14K +61 +1%
63 64
65
66 67