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Name Holding Trade Value Shares
Change 		Change in
Stake
MDA
1501
Minot DeBlois Advisors
Massachusetts
$428K +$41.8K +355 +10%
FC
1502
Fairscale Capital
New Hampshire
$428K +$46.4K +394 +11%
CCA
1503
Catalyst Capital Advisors
New York
$427K +$480K +4,080 New
DAS
1504
Dynamic Advisor Solutions
Arizona
$426K +$79.8K +678 +20%
GCM
1505
Gables Capital Management
Florida
$425K +$478K +4,065 New
PWSG
1506
Pacific Wealth Strategies Group
California
$425K +$227K +1,930 +90%
EWM
1507
Empirical Wealth Management
Washington
$424K -$670K -5,692 -58%
CSI
1508
Cross Staff Investments
New York
$423K +$35.3K +300 +8%
CI
1509
Corient IA
Florida
$422K -$113K -960 -19%
CAI
1510
Capital Advisors Inc
Oklahoma
$422K +$4.82K +41 +1%
WWC
1511
Waypoint Wealth Counsel
Georgia
$422K +$39.8K +338 +9%
EW
1512
Evexia Wealth
Wisconsin
$420K +$71.4K +607 +15%
BIG
1513
Brookwood Investment Group
Arizona
$420K -$668K -5,677 -59%
AA
1514
Alta Advisers
United Kingdom
$420K – – –
VAM
1515
Vienna Asset Management
California
$420K -$1.1M -9,381 -70%
WAS
1516
WESPAC Advisors SoCal
California
$418K -$1.67M -14,170 -78%
SIS
1517
Sound Income Strategies
Florida
$418K +$61.2K +520 +15%
RCA
1518
Resonant Capital Advisors
Wisconsin
$417K +$132K +1,120 +39%
HPC
1519
HM Payson & Co
Maine
$417K +$68.4K +581 +17%
GEA
1520
Glen Eagle Advisors
New Jersey
$416K -$602K -5,116 -56%
IC
1521
Inscription Capital
Texas
$416K +$189K +1,606 +68%
WS
1522
Wilian Securities
Minnesota
$414K -$41.8K -355 -8%
SFS
1523
Stiles Financial Services
Minnesota
$412K +$119K +1,015 +35%
CFO
1524
CVA Family Office
Colorado
$410K +$115K +975 +33%
AWC
1525
Abundance Wealth Counselors
Pennsylvania
$408K +$460K +3,907 New
59 60
61
62 63