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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1651
Soltis Investment Advisors
Utah
$851K +$65.3K +4,130 +6%
RC
1652
RBF Capital
California
$850K – – –
TFCP
1653
Twin Focus Capital Partners
Massachusetts
$848K -$9.01K -570 -0.8%
WH
1654
Willner & Heller
California
$848K +$179K +11,310 +19%
ACS
1655
Archford Capital Strategies
Illinois
$846K +$5.06K +320 +0.5%
MA
1656
MONECO Advisors
Connecticut
$844K -$14.7K -930 -1%
SGCA
1657
Steel Grove Capital Advisors
Tennessee
$844K +$136K +8,580 +14%
FI
1658
Financial Insights
Washington
$844K +$869K +54,970 +378%
WA
1659
Waverly Advisors
Alabama
$843K -$35.7K -2,260 -3%
LFP
1660
Leeward Financial Partners
Washington
$843K +$174K +10,990 +19%
CPA
1661
Court Place Advisors
Maryland
$841K +$82.2K +5,200 +8%
EPA
1662
Element Pointe Advisors
Florida
$840K -$593K -37,540 -35%
CAG
1663
Crestwood Advisors Group
Massachusetts
$834K +$67.7K +4,280 +7%
DFG
1664
Demars Financial Group
Washington
$831K -$32.7K -2,070 -3%
RCA
1665
Roberts Capital Advisors
Colorado
$831K – – –
FIM
1666
Fernwood Investment Management
Massachusetts
$830K +$2.37K +150 +0.2%
FBT
1667
First Bank & Trust
South Dakota
$830K +$16K +1,010 +2%
VWA
1668
Visionary Wealth Advisors
Illinois
$828K -$347K -21,930 -24%
LB
1669
Legacy Bridge
Iowa
$827K -$62.4K -3,950 -5%
PFT
1670
Providence First Trust
Arizona
$827K -$62.1K -3,930 -5%
AFP
1671
Ausdal Financial Partners
Iowa
$824K -$1.19M -75,000 -52%
GPA
1672
Guerra Pan Advisors
New Jersey
$824K – – –
AO
1673
Advisor OS
Illinois
$823K -$165K -10,420 -13%
MCM
1674
Manchester Capital Management
Vermont
$822K +$43.3K +2,740 +4%
PP
1675
PDS Planning
Ohio
$820K -$176K -11,140 -14%
65 66
67
68 69