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NOK

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
201
Formidable Asset Management
Ohio
$292K -$11.1K -1,897 -4%
LA
202
LVW Advisors
New York
$284K +$266K +45,635 New
I2I
203
Insight 2811 Inc
Illinois
$279K -$14.6K -2,500 -5%
VAS
204
Vestmark Advisory Solutions
Massachusetts
$270K +$253K +43,393 New
SFA
205
Sequoia Financial Advisors
Ohio
$269K +$252K +43,298 New
AWM
206
Alterna Wealth Management
Texas
$267K +$250K +42,890 New
ERIC
207
Eagle Rock Investment Company
Georgia
$261K +$245K +41,996 New
IFG
208
Independent Financial Group
California
$260K +$112K +19,272 +85%
PFS
209
Prospera Financial Services
Texas
$252K -$14.4K -2,478 -6%
RHBC
210
R.H. Bluestein & Co
Michigan
$249K -$58.3K -10,000 -20%
JIP
211
Jaffetilchin Investment Partners
Florida
$245K +$230K +39,377 New
QC
212
QCM Cayman
Texas
$240K +$136K +23,388 +154%
S
213
SignatureFD
Georgia
$238K +$11.6K +1,984 +5%
BP
214
Ballentine Partners
Massachusetts
$237K -$3.49K -599 -2%
CICI
215
Capital Investment Counsel Inc
North Carolina
$233K -$7.58K -1,300 -3%
AIM
216
Alhambra Investment Management
Florida
$232K +$218K +37,364 New
BAM
217
Belpointe Asset Management
Nevada
$231K -$7.5K -1,286 -3%
ECM
218
ExodusPoint Capital Management
New York
$227K -$466K -80,012 -69%
WG
219
Winton Group
United Kingdom
$227K +$213K +36,550 New
CAM
220
Cresset Asset Management
Illinois
$226K +$31.6K +5,429 +18%
ADL
221
Asset Dedication LLC
California
$220K – – –
QCG
222
Quadrant Capital Group
Ohio
$216K +$7.04K +1,207 +4%
SBIA
223
Sheaff Brock Investment Advisors
Indiana
$214K -$7.22K -1,239 -3%
SFP
224
Sweet Financial Partners
Minnesota
$212K +$199K +34,116 New
GWCM
225
Godshalk Welsh Capital Management
Pennsylvania
$203K +$7.52K +1,290 New
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9
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