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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
801
Centaurus Financial
California
$795K +$286K +2,820 +64%
HIA
802
Harbor Investment Advisory
Maryland
$788K -$222K -2,190 -23%
GT
803
Greenleaf Trust
Michigan
$786K -$204K -2,015 -22%
AG
804
AlphaSimPlex Group
Massachusetts
$777K – – –
UR
805
USCA RIA
Texas
$772K +$433K +4,270 +155%
IWM
806
IHT Wealth Management
Illinois
$769K +$10.6K +105 +2%
GLA
807
Great Lakes Advisors
Illinois
$766K -$174K -1,715 -20%
CB
808
CNB Bank
Pennsylvania
$763K +$116K +1,145 +20%
CP
809
Castleview Partners
Texas
$763K +$704K +6,940 New
TA
810
Tectonic Advisors
Texas
$759K -$119K -1,175 -15%
CW
811
CreativeOne Wealth
Kansas
$754K +$123K +1,215 +22%
DWM
812
Dakota Wealth Management
Florida
$752K -$21.3K -210 -3%
ATPW
813
Ashton Thomas Private Wealth
Arizona
$739K -$137K -1,350 -17%
CCA
814
Column Capital Advisors
Indiana
$739K -$15.2K -150 -2%
RHBC
815
R.H. Bluestein & Co
Michigan
$737K +$253K +2,500 +59%
DBT
816
Dubuque Bank & Trust
Iowa
$719K +$1.01K +10 +0.2%
BDWM
817
Brewin Dolphin Wealth Management
Ireland
$714K – – –
AAM
818
Ardevora Asset Management
United Kingdom
$714K -$42.6M -420,385 -98%
RCAG
819
Rehmann Capital Advisory Group
Michigan
$707K +$15.7K +155 +3%
SWP
820
Strategic Wealth Partners
Ohio
$706K +$1.52K +15 +0.2%
PFPT
821
Pinnacle Financial Partners (Tennessee)
Tennessee
$704K -$40.6K -400 -6%
PWA
822
Pinnacle Wealth Advisors
Tennessee
$704K +$650K +6,410 New
BAAM
823
Baker Avenue Asset Management
California
$696K +$177K +1,745 +38%
SAM
824
Strategy Asset Managers
California
$685K -$7.6K -75 -1%
SCM
825
Shelton Capital Management
Colorado
$683K – – –
31 32
33
34 35