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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1001
Legacy Advisors
Pennsylvania
$258K – – –
HCM
1002
Hollencrest Capital Management
California
$253K – – –
FFS
1003
Founders Financial Securities
Maryland
$252K -$1.55M -10,370 -85%
GIP
1004
Granite Investment Partners
California
$252K +$7.49K +50 +3%
I
1005
INVST
Indiana
$251K +$3K +20 +1%
KCM
1006
Kathmere Capital Management
Pennsylvania
$251K +$47.9K +320 +21%
DI
1007
Diligent Investors
California
$250K – – –
OGC
1008
Oak Grove Capital
New Hampshire
$247K +$273K +1,820 New
PP
1009
Pacifica Partners
Canada
$245K +$45K +300 +21%
AIP
1010
Ahrens Investment Partners
Louisiana
$243K -$22.5K -150 -8%
GFS
1011
GYL Financial Synergies
Connecticut
$243K -$1.5K -10 -0.6%
HGWM
1012
Horst & Graben Wealth Management
Oregon
$243K – – –
OWA
1013
Octavia Wealth Advisors
Ohio
$243K – – –
HCM
1014
Howland Capital Management
Massachusetts
$240K – – –
ODG
1015
O'Dell Group
Ohio
$240K – – –
PC
1016
Pecaut & Co
Iowa
$240K +$1.5K +10 +0.6%
GI
1017
Gradient Investments
Minnesota
$239K +$8.99K +60 +4%
TW
1018
Transform Wealth
Colorado
$236K -$8.99K -60 -3%
SIC
1019
Sigma Investment Counselors
Michigan
$236K -$7.49K -50 -3%
MW
1020
Marcum Wealth
Ohio
$236K -$5.99K -40 -2%
AI
1021
ArchPoint Investors
Florida
$236K +$261K +1,740 New
NAS
1022
Nicolet Advisory Services
Wisconsin
$235K -$150K -1,000 -37%
CG
1023
Colony Group
Massachusetts
$235K +$259K +1,730 New
OWA
1024
One Wealth Advisors
California
$233K – – –
AIA
1025
Avalon Investment & Advisory
Texas
$232K +$256K +1,710 New
39 40
41
42 43