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Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
526
Frank Rimerman Advisors
California
$331K +$368K +12,797 New
RS
527
Rakuten Securities
Japan
$325K +$254K +8,826 +236%
NG
528
Norden Group
Utah
$325K -$819K -28,443 -69%
CL
529
CSS LLC
Illinois
$324K -$140K -4,850 -28%
WA
530
Waverly Advisors
Alabama
$322K +$151K +5,259 +73%
EWA
531
EverSource Wealth Advisors
Alabama
$321K -$89K -3,091 -20%
SAG
532
SageView Advisory Group
California
$319K -$6.76K -235 -2%
EI
533
EFG International
$319K +$354K +12,305 New
PAS
534
Park Avenue Securities
New York
$312K +$68.7K +2,388 +25%
PPW
535
Parcion Private Wealth
Washington
$303K +$337K +11,709 New
OAG
536
Oakmont Advisory Group
New Mexico
$302K +$336K +11,666 New
HAG
537
HighPoint Advisor Group
Illinois
$302K +$107K +3,703 +47%
EFG
538
Ethos Financial Group
Pennsylvania
$302K – – –
CIA
539
Concurrent Investment Advisors
Florida
$299K +$333K +11,551 New
VVP
540
Venture Visionary Partners
Ohio
$299K +$332K +11,547 New
VT
541
Vise Technologies
New York
$298K +$11.7K +406 +4%
PI
542
PFG Investments
New York
$295K +$32.4K +1,126 +11%
NWAG
543
Net Worth Advisory Group
Utah
$293K -$65.2K -2,266 -17%
SC
544
Syon Capital
California
$291K +$323K +11,221 New
CFG
545
Citizens Financial Group
Rhode Island
$288K +$62.3K +2,164 +24%
PA
546
Probity Advisors
Texas
$287K -$69.7K -2,420 -18%
AC
547
AlphaCore Capital
California
$286K +$318K +11,056 New
WP
548
Woodline Partners
California
$286K +$318K +11,056 New
HCA
549
Harbor Capital Advisors
Illinois
$283K -$432 -15 -0.1%
CA
550
Clearstead Advisors
Ohio
$280K +$202K +7,015 +185%
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