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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
976
Legacy Advisors
Pennsylvania
$278K – – –
ARC
977
Advisor Resource Council
Texas
$278K +$234K +1,900 New
SQA
978
Simon Quick Advisors
New Jersey
$276K -$37K -300 -14%
AWA
979
Arete Wealth Advisors
Illinois
$276K +$434K +3,520 +67%
RWA
980
Redhawk Wealth Advisors
Minnesota
$273K +$7.39K +60 +3%
HCM
981
Hollencrest Capital Management
California
$272K -$11.1K -90 -5%
ESBC
982
E.S. Barr & Co
Kentucky
$270K – – –
H
983
HoyleCohen
California
$266K – – –
AWM
984
Avior Wealth Management
Nebraska
$265K +$111K +900 +98%
GIP
985
Granite Investment Partners
California
$264K – – –
I
986
INVST
Indiana
$264K +$225K +1,830 New
GFS
987
GYL Financial Synergies
Connecticut
$263K -$2.46K -20 -1%
OWA
988
Octavia Wealth Advisors
Ohio
$263K +$222K +1,800 New
TW
989
Transform Wealth
Colorado
$263K +$222K +1,800 New
HGWM
990
Horst & Graben Wealth Management
Oregon
$262K +$221K +1,790 New
SIC
991
Sigma Investment Counselors
Michigan
$262K +$221K +1,790 New
FMTC
992
Farmers & Merchants Trust Company
California
$261K +$221K +1,790 New
MW
993
Marcum Wealth
Ohio
$260K -$550K -4,460 -71%
HCM
994
Howland Capital Management
Massachusetts
$259K +$218K +1,770 New
ODG
995
O'Dell Group
Ohio
$259K +$218K +1,770 New
PC
996
Pecaut & Co
Iowa
$257K -$91.2K -740 -30%
CCG
997
Chatham Capital Group
Georgia
$251K +$212K +1,720 New
OWA
998
One Wealth Advisors
California
$251K +$212K +1,720 New
DI
999
Diligent Investors
California
$250K +$211K +1,710 New
GI
1000
Gradient Investments
Minnesota
$248K – – –
38 39
40
41 42