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Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
1601
Legacy Capital Group California
California
$516K +$183K +1,566 +50%
SFG
1602
Synergy Financial Group
California
$516K -$26.1K -223 -5%
JWCA
1603
J.W. Cole Advisors
Florida
$512K -$293K -2,507 -35%
JEST
1604
JTC Employer Solutions Trustee
Jersey
$512K – – –
SFS
1605
Strategic Financial Services
New York
$511K – – –
SSWM
1606
Strait & Sound Wealth Management
California
$509K -$54K -462 -9%
IIM
1607
Intact Investment Management
Quebec, Canada
$508K +$538K +4,600 New
LCM
1608
Landscape Capital Management
New Jersey
$508K +$538K +4,599 New
ACA
1609
Aspire Capital Advisors
Washington
$506K +$291K +2,492 +119%
PO
1610
Private Ocean
California
$506K +$46.7K +399 +10%
FW
1611
FirstPurpose Wealth
Utah
$506K +$25.8K +221 +5%
IWA
1612
Intercontinental Wealth Advisors
Texas
$505K -$1.52K -13 -0.3%
WMG
1613
WESCAP Management Group
California
$505K – – –
WPA
1614
West Paces Advisors
Georgia
$504K -$29.4K -251 -5%
PFGIA
1615
Patriot Financial Group Insurance Agency
Massachusetts
$503K +$274K +2,346 +106%
MFG
1616
Marmo Financial Group
Tennessee
$502K – – –
WF
1617
Wayfinding Financial
Washington
$502K -$24.9K -213 -4%
JE
1618
JMAC Enterprises
Pennsylvania
$502K +$45.8K +392 +9%
NSIM
1619
North Star Investment Management
Illinois
$501K +$117 +1 +0%
IP
1620
Intellectus Partners
California
$498K +$18.2K +156 +4%
CWA
1621
Clarus Wealth Advisors
Arizona
$495K +$96K +821 +21%
SIC
1622
Sterling Investment Counsel
New York
$493K +$23.3K +199 +5%
BTI
1623
Blue Trust Inc
Georgia
$492K -$360K -3,079 -43%
WFA
1624
WestHill Financial Advisors
California
$491K -$1.64K -14 -0.3%
KW
1625
KWB Wealth
California
$491K +$98.4K +841 +23%
63 64
65
66 67