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Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
1101
Unify Financial Advisors
Florida
$888K -$100K -997 -10%
SWM
1102
Sendero Wealth Management
Texas
$887K +$101 +1 +0%
TL
1103
Tradewinds LLC
North Carolina
$887K -$103K -1,025 -20%
SEIA
1104
Signature Estate & Investment Advisors
California
$885K +$323K +3,212 +59%
CW
1105
CreativeOne Wealth
Kansas
$885K -$429K -4,264 -33%
MAC
1106
Mason & Associates (California)
California
$885K -$136K -1,354 -14%
GIA
1107
Gladstone Institutional Advisory
Florida
$881K -$100K -994 -10%
WG
1108
Wellington Group
Indiana
$879K +$273K +2,711 +46%
TCA
1109
Transcend Capital Advisors
New Jersey
$877K -$155K -1,539 -15%
ADL
1110
Asset Dedication LLC
California
$877K -$18.4K -183 -2%
KC
1111
Knuff & Co
California
$877K -$210K -2,090 -20%
OWCM
1112
One Wealth Capital Management
Arizona
$874K +$451K +4,483 +110%
OIS
1113
Okabena Investment Services
Minnesota
$872K -$206K -2,049 -19%
IBOK
1114
Independence Bank of Kentucky
Kentucky
$871K -$42.7K -424 -5%
PWP
1115
Principle Wealth Partners
Connecticut
$871K -$72.7K -722 -8%
HCM
1116
Howland Capital Management
Massachusetts
$865K +$806 +8 +0.1%
PWP
1117
Phillips Wealth Planners
Mississippi
$865K +$68.2K +677 +9%
SMCM
1118
Sky-Mountain Capital Management
Idaho
$856K +$101 +1 +0%
LWM
1119
Lyell Wealth Management
California
$852K +$118K +1,175 +16%
MC
1120
Middleton & Co
Massachusetts
$852K -$52.9K -525 -6%
FCM
1121
Fell Capital Management
California
$851K -$39.3K -390 -4%
DCM
1122
Dudley Capital Management
Virginia
$850K +$201 +2 +0%
DAS
1123
Dynamic Advisor Solutions
Arizona
$850K +$113K +1,124 +16%
HWAM
1124
Hennion & Walsh Asset Management
New Jersey
$850K +$88.5K +879 +12%
PP
1125
PDS Planning
Ohio
$848K +$3.93K +39 +0.5%
43 44
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