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Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
801
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K +$24.2K +400 +10%
GPA
802
Garrison Point Advisors
California
$242K +$6.06K +100 +2%
WAG
803
Winthrop Advisory Group
Massachusetts
$242K -$6.06K -100 -2%
CFGS
804
Concourse Financial Group Securities
Alabama
$242K -$17.1K -283 -6%
CCA
805
Conservest Capital Advisors
Pennsylvania
$241K – – –
FFM
806
Forum Financial Management
Illinois
$239K +$303 +5 +0.1%
FHC
807
First Heartland Consultants
Missouri
$239K -$10K -165 -4%
CCFM
808
Clear Creek Financial Management
Washington
$238K -$27.1K -447 -9%
WAM
809
Weiss Asset Management
Massachusetts
$234K -$314K -5,174 -55%
AC
810
ASB Consultores
Florida
$234K -$201K -3,312 -44%
CWA
811
Canvas Wealth Advisors
Kansas
$232K -$10.9K -180 -4%
DI
812
Diligent Investors
California
$231K – – –
FFA
813
Fortune Financial Advisors
Kansas
$230K – – –
SFC
814
Strategic Financial Concepts
Texas
$229K +$1.82K +30 +0.7%
SWM
815
Sculati Wealth Management
Michigan
$228K – – –
IIA
816
IPG Investment Advisors
California
$228K -$242K -4,000 -49%
IAP
817
Indie Asset Partners
Indiana
$227K – – –
EWM
818
Evercore Wealth Management
New York
$227K +$848 +14 +0.3%
OHWP
819
Oak Harbor Wealth Partners
North Carolina
$226K +$5.76K +95 +2%
AFP
820
Ausdal Financial Partners
Iowa
$226K +$12.4K +204 +5%
SMA
821
Seven Mile Advisory
New Jersey
$225K +$2.42K +40 +1%
PI
822
PineBridge Investments
New York
$224K -$790K -13,046 -81%
WANY
823
Wealthspire Advisors (New York)
New York
$224K +$29.3K +484 +13%
MMA
824
Miracle Mile Advisors
California
$224K +$249K +4,104 New
OIA
825
Optimum Investment Advisors
Illinois
$223K -$2.73K -45 -1%
31 32
33
34 35