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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1501
Algert Global
California
$2.64M +$1.65M +76,130 +403%
WP
1502
WealthSource Partners
California
$2.64M -$190K -8,800 -8%
SWM
1503
Sendero Wealth Management
Texas
$2.64M +$169K +7,820 +9%
FMTCOCP
1504
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.63M +$55.2K +2,550 +3%
HG
1505
Herbst Group
Connecticut
$2.63M +$240K +11,100 +13%
ISWM
1506
Independent Solutions Wealth Management
New York
$2.63M +$47.8K +2,210 +2%
SIA
1507
Schear Investment Advisers
Ohio
$2.62M -$1.38M -63,960 -40%
LFP
1508
Leeward Financial Partners
Washington
$2.61M +$82K +3,790 +4%
CCP
1509
Cunning Capital Partners
North Carolina
$2.61M – – –
SP
1510
Successful Portfolios
Florida
$2.58M -$256K -11,810 -11%
CSPIA
1511
Cary Street Partners Investment Advisory
Virginia
$2.58M -$733K -33,860 -27%
ZIMP
1512
Zimmermann Investment Management & Planning
Pennsylvania
$2.58M -$278K -12,850 -12%
V
1513
ViaWealth
Kansas
$2.57M -$470K -21,700 -19%
RA
1514
RFG Advisory
Alabama
$2.57M -$239K -11,050 -11%
CST
1515
Charles Schwab Trust
Nevada
$2.56M -$1.85M -85,570 -48%
CT
1516
Cambridge Trust
Massachusetts
$2.56M -$81.2K -3,750 -4%
FFA
1517
Founders Financial Alliance
North Carolina
$2.56M -$1.68M -77,740 -46%
CAS
1518
Coppell Advisory Solutions
Texas
$2.55M +$797K +36,830 +65%
CASC
1519
Coppell Advisory Solutions Corp
Texas
$2.55M +$797K +36,830 +65%
NL
1520
Navalign LLC
California
$2.55M -$171K -7,880 -8%
WP
1521
WMS Partners
Maryland
$2.54M -$114K -5,290 -5%
OC
1522
Oakworth Capital
Alabama
$2.54M +$86.6K +4,000 +5%
FI
1523
Financial Insights
Washington
$2.54M -$172K -7,950 -8%
LFA
1524
Legacy Financial Advisors
Kentucky
$2.52M +$82K +3,790 +4%
ACG
1525
Allen Capital Group
Nebraska
$2.52M +$1.97M +90,820 New
59 60
61
62 63