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Name Holding Trade Value Shares
Change 		Change in
Stake
TIAM2
876
Tru Independence Asset Management 2
Oregon
$321K +$276K +4,000 New
SFCL
877
Strengthening Families & Communities LLC
Massachusetts
$319K -$11K -159 -4%
IAP
878
Indie Asset Partners
Indiana
$319K – – –
RFC
879
Regions Financial Corp
Alabama
$318K -$69 -1 -0%
OIA
880
Optimum Investment Advisors
Illinois
$317K -$43.9K -635 -14%
VW
881
Vance Wealth
California
$317K +$273K +3,953 New
BFA
882
Bright Financial Advisors
Michigan
$315K – – –
PCM
883
Parsons Capital Management
Rhode Island
$315K – – –
GWANC
884
Guardian Wealth Advisors (North Carolina)
North Carolina
$314K -$18K -260 -6%
TI
885
Tidal Investments
Wisconsin
$313K -$318K -4,609 -54%
MMA
886
Miracle Mile Advisors
California
$312K – – –
RRA
887
Round Rock Advisors
Connecticut
$311K – – –
EAM
888
Empirical Asset Management
Massachusetts
$311K +$36.6K +530 +16%
AWE
889
Avidian Wealth Enterprises
Texas
$310K +$829 +12 +0.3%
NGA
890
Naples Global Advisors
Florida
$309K – – –
AFP
891
Ausdal Financial Partners
Iowa
$308K -$53.3K -771 -17%
FCM
892
Fortis Capital Management
Washington
$306K -$3.73K -54 -1%
FA
893
Fountainhead AM
New Jersey
$304K -$2.76K -40 -1%
SWM
894
Sculati Wealth Management
Michigan
$303K – – –
NRI
895
NFP Retirement Inc
California
$302K – – –
PFPT
896
Pinnacle Financial Partners (Tennessee)
Tennessee
$301K +$187K +2,708 +258%
GT
897
Greenleaf Trust
Michigan
$301K +$259K +3,755 New
GWM
898
Geneos Wealth Management
Colorado
$301K -$334K -4,841 -56%
RFP
899
Root Financial Partners
California
$300K +$259K +3,747 New
AA
900
Alta Advisers
United Kingdom
$300K +$258K +3,741 New
34 35
36
37 38