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Name Holding Trade Value Shares
Change 		Change in
Stake
GCAC
1726
Guardian Capital Advisors (Canada)
Ontario, Canada
$983K -$199K -9,600 -16%
EMFAT
1727
Emerald Mutual Fund Advisers Trust
Pennsylvania
$983K – – –
SGCA
1728
Steel Grove Capital Advisors
Tennessee
$983K +$262K +12,630 +36%
EWA
1729
Exencial Wealth Advisors
Oklahoma
$981K -$884K -42,590 -47%
AP
1730
Advisors Preferred
Maryland
$980K -$1.78M -85,850 -64%
BCM
1731
Boltwood Capital Management
California
$979K +$22.2K +1,070 +2%
RG
1732
Retirement Group
California
$977K +$4.36K +210 +0.4%
EFG
1733
Everhart Financial Group
Ohio
$977K +$293K +14,120 +43%
ATPW
1734
Ashton Thomas Private Wealth
Arizona
$974K +$136K +6,550 +16%
EGA
1735
E&G Advisors
Texas
$964K +$966K +46,510 New
KNW
1736
Kesler Norman & Wride
Utah
$963K -$2.93M -140,980 -75%
SWMG
1737
Signature Wealth Management Group
Georgia
$960K +$42.6K +2,050 +5%
CFO
1738
Collective Family Office
Pennsylvania
$959K -$286K -13,770 -23%
JF
1739
Jump Financial
Illinois
$958K -$345K -16,600 -26%
AFG
1740
Albion Financial Group
Utah
$958K – – –
PFC
1741
Phocas Financial Corp
California
$957K +$135K +6,500 +16%
LWP
1742
Legacy Wealth Planning
Nevada
$954K +$8.31K +400 +0.9%
AI
1743
ArchPoint Investors
Florida
$954K +$956K +46,040 New
CFA
1744
Capstone Financial Advisors
Illinois
$953K +$89.7K +4,320 +10%
GFS
1745
GYL Financial Synergies
Connecticut
$952K +$17.6K +850 +2%
FNBTCON
1746
First National Bank & Trust Co of Newtown
Pennsylvania
$951K -$13.9K -670 -1%
GSC
1747
G&S Capital
Colorado
$950K +$143K +6,880 +18%
PO
1748
Private Ocean
California
$950K +$192K +9,240 +25%
CCWA
1749
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$948K +$15.8K +760 +2%
PWA
1750
Phoenix Wealth Advisors
North Carolina
$946K +$22K +1,060 +2%
68 69
70
71 72