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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
951
IFP Advisors
Florida
$326K -$58.2K -292 -16%
KFS
952
Kurt F. Somerville
$325K – – –
ATPW
953
Ashton Thomas Private Wealth
Arizona
$325K +$299K +1,499 New
IC
954
Inscription Capital
Texas
$323K +$297K +1,490 New
MFS
955
Mattson Financial Services
Michigan
$323K +$297K +1,490 New
LWM
956
LeConte Wealth Management
Tennessee
$321K +$18.1K +91 +7%
SW
957
Simplicity Wealth
New Jersey
$320K +$38.4K +193 +15%
MFA
958
Mayflower Financial Advisors
Massachusetts
$318K +$24.1K +121 +9%
LWM
959
Liberty Wealth Management
California
$318K -$144K -721 -33%
SP
960
SmartHarvest Portfolios
Washington
$318K -$10.2K -51 -3%
GHA
961
GW Henssler & Associates
Georgia
$318K +$199 +1 +0.1%
DCM
962
DGS Capital Management
New Jersey
$316K +$291K +1,461 New
AWM
963
Accurate Wealth Management
Florida
$316K +$34.9K +175 +14%
HAG
964
HighPoint Advisor Group
Illinois
$315K -$972K -4,879 -77%
QFA
965
Quantum Financial Advisors
California
$312K +$8.17K +41 +3%
CCM
966
Crew Capital Management
Ohio
$309K -$43K -216 -13%
CAU
967
Caxton Associates (UK)
$308K +$11.6K +58 +4%
PFA
968
Pure Financial Advisors
California
$306K +$22.1K +111 +9%
ARC
969
Advisor Resource Council
Texas
$304K +$19.1K +96 +7%
DAS
970
Dynamic Advisor Solutions
Arizona
$304K +$35.1K +176 +14%
MSF
971
Mustard Seed Financial
Arkansas
$303K – – –
B
972
Bailard
California
$303K – – –
DWT
973
Dorsey & Whitney Trust
South Dakota
$302K +$10.4K +52 +4%
XWL
974
XXI Wealth LLC
Illinois
$301K +$13.1K +66 +5%
TIA
975
Tiemann Investment Advisors
California
$301K +$50.8K +255 +23%
37 38
39
40 41