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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1326
Stratos Wealth Advisors
Ohio
$592K -$207K -2,696 -26%
CA
1327
Cambridge Advisors
Nebraska
$592K -$38.3K -499 -6%
BCMO
1328
Buckingham Capital Management (Ohio)
Ohio
$591K +$461 +6 +0.1%
SIA
1329
Schechter Investment Advisors
Michigan
$590K +$77.2K +1,005 +15%
BFO
1330
Boston Family Office
Massachusetts
$589K -$6.83K -89 -1%
MCM
1331
Marathon Capital Management
Maryland
$589K +$592K +7,707 New
CNBTD
1332
Citizens National Bank Trust Department
Mississippi
$584K +$257K +3,345 +78%
BCM
1333
BTR Capital Management
California
$583K -$15.4K -200 -3%
CWM
1334
Chemistry Wealth Management
New York
$583K +$78.7K +1,025 +16%
NLP
1335
Next Level Private
New York
$583K +$586K +7,633 New
GFS
1336
GYL Financial Synergies
Connecticut
$581K -$24.4K -318 -4%
PFA
1337
Pure Financial Advisors
California
$581K +$337K +4,389 +137%
CFO
1338
Colony Family Offices
North Carolina
$581K +$584K +7,603 New
NW
1339
Naviter Wealth
Arkansas
$580K +$583K +7,597 New
BWM
1340
Bulltick Wealth Management
Florida
$580K +$169K +2,194 +41%
PPW
1341
Parcion Private Wealth
Washington
$577K -$30.6K -399 -5%
FPAS
1342
Focus Partners Advisor Solutions
Missouri
$577K +$70.8K +922 +14%
JWM
1343
Jeppson Wealth Management
California
$577K +$165K +2,147 +40%
WAP
1344
Wealthcare Advisory Partners
Pennsylvania
$574K +$83.3K +1,085 +17%
IFA
1345
Index Fund Advisors
California
$573K +$538 +7 +0.1%
CIM
1346
CIM Investment Management
Pennsylvania
$570K -$580K -7,556 -50%
PM
1347
Phraction Management
Connecticut
$567K -$79.1K -1,030 -12%
JWA
1348
JFS Wealth Advisors
Pennsylvania
$566K +$9.37K +122 +2%
FCBT
1349
First Citizens Bank & Trust
North Carolina
$563K -$46K -599 -8%
RC
1350
Roundview Capital
New Jersey
$563K +$16.7K +218 +3%
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