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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
851
Plante Moran Financial Advisors
Michigan
$323K +$158K +1,310 +81%
UAS
852
United Asset Strategies
New York
$322K +$1.21K +10 +0.3%
RC
853
Rinet Company
Massachusetts
$322K +$352K +2,910 New
ACA
854
Atlas Capital Advisors
Wyoming
$321K -$158K -1,310 -31%
NFG
855
Nations Financial Group
Iowa
$316K +$106K +880 +44%
CIM
856
Chapman Investment Management
California
$315K +$344K +2,850 New
FC
857
FORA Capital
Florida
$315K +$344K +2,850 New
BTWM
858
Baker Tilly Wealth Management
Wisconsin
$312K -$151K -1,250 -31%
HFP
859
Holistic Financial Partners
Indiana
$309K – – –
ISL
860
Ingalls & Snyder LLC
New York
$309K +$1.21K +10 +0.4%
CFB
861
Cullen/Frost Bankers
Texas
$305K +$72.5K +600 +28%
PEA
862
Pacific Edge Advisors
California
$305K +$333K +2,760 New
CAG
863
Csenge Advisory Group
Florida
$304K -$6.04K -50 -2%
ICG
864
InterOcean Capital Group
Tennessee
$304K – – –
IAIM
865
International Assets Investment Management
Florida
$304K +$237K +1,960 +255%
RG
866
Retirement Group
California
$302K – – –
IA
867
Insight Advisors
Pennsylvania
$300K +$7.25K +60 +2%
EWA
868
Evolution Wealth Advisors
Florida
$300K +$18.1K +150 +6%
CL
869
Choreo LLC
Illinois
$298K – – –
GC
870
GFG Capital
Florida
$298K +$6.04K +50 +2%
WAAG
871
Wealth Alliance Advisory Group
Kansas
$297K -$91.8K -760 -22%
MCP
872
Mirador Capital Partners
California
$297K +$49.5K +410 +18%
FCA
873
FinTrust Capital Advisors
South Carolina
$293K – – –
NCP
874
NexWave Capital Partners
New York
$293K – – –
DCM
875
Donaldson Capital Management
Indiana
$292K -$109K -900 -25%
33 34
35
36 37