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Name Holding Trade Value Shares
Change 		Change in
Stake
VA
801
Valmark Advisers
Ohio
$961K -$38.5K -293 -3%
GC
802
Gilbert & Cook
Iowa
$954K +$115K +878 +12%
MFA
803
Mayflower Financial Advisors
Massachusetts
$954K +$28.9K +220 +3%
BCM
804
Bienville Capital Management
New York
$949K – – –
MA
805
MONECO Advisors
Connecticut
$942K +$150K +1,144 +17%
HGWM
806
Horst & Graben Wealth Management
Oregon
$940K +$298K +2,268 +43%
AO
807
Advisor OS
Illinois
$939K +$376K +2,862 +57%
DAS
808
Diversify Advisory Services
Utah
$938K -$1.41M -10,697 -58%
STA
809
Summit Trail Advisors
New York
$932K +$125K +951 +14%
RIG
810
RiverFront Investment Group
Virginia
$926K +$854K +6,500 +497%
LP
811
Longaeva Partners
Illinois
$924K +$1.02M +7,790 New
EPA
812
Element Pointe Advisors
Florida
$924K -$32.3K -246 -3%
FBB
813
Fulton Breakefield Broenniman
Maryland
$918K +$128K +975 +14%
MW
814
Marble Wealth
Alabama
$912K -$92.6K -705 -8%
CWS
815
Confluence Wealth Services
Pennsylvania
$906K -$97K -738 -9%
1W
816
1776 Wealth
Georgia
$905K +$192K +1,459 +24%
WCAMG
817
Woodard & Company Asset Management Group
North Carolina
$903K -$62K -472 -6%
TFM
818
TFC Financial Management
Massachusetts
$901K – – –
WFA
819
WMG Financial Advisors
Tennessee
$901K +$677K +5,154 +211%
RWB
820
RMR Wealth Builders
New Jersey
$892K -$111K -841 -10%
VCM
821
Vines Capital Management
Louisiana
$887K -$39.4K -300 -4%
BFM
822
Boothbay Fund Management
New York
$884K +$372K +2,829 +61%
TC
823
Tannin Capital
North Carolina
$876K +$106K +810 +12%
FTWA
824
Fifth Third Wealth Advisors
Ohio
$874K +$276K +2,101 +40%
CCIA
825
Campbell & Co Investment Adviser
Maryland
$872K +$965K +7,348 New
31 32
33
34 35