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Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
976
Essex Financial Services
Connecticut
$323K -$26K -121 -8%
KA
977
Kercheville Advisors
Texas
$321K +$306K +1,425 New
SP
978
Symmetry Partners
Connecticut
$319K +$4.29K +20 +1%
PIA
979
Perennial Investment Advisors
California
$315K -$1.93K -9 -0.6%
SWM
980
Spire Wealth Management
Virginia
$313K +$157K +732 +112%
AWM
981
Angeles Wealth Management
California
$312K +$297K +1,384 New
TPWA
982
Twin Peaks Wealth Advisors
California
$311K -$1.29K -6 -0.4%
GVAG
983
Great Valley Advisor Group
Delaware
$311K -$188K -876 -39%
LAM
984
L2 Asset Management
Massachusetts
$311K +$13.7K +64 +5%
LI
985
LRI Investments
Florida
$310K -$5.8K -27 -2%
II
986
Inspire Investing
Idaho
$308K +$18.9K +88 +7%
AWM
987
Abound Wealth Management
Tennessee
$308K +$429 +2 +0.1%
BF
988
bLong Financial
Tennessee
$307K -$13.5K -63 -4%
OCM
989
Objective Capital Management
Ohio
$307K +$18.5K +86 +7%
SAM
990
Smartleaf Asset Management
Massachusetts
$305K +$144K +672 +99%
SF
991
Symphony Financial
Texas
$305K -$58K -270 -17%
ECM
992
Eisler Capital Management
United Kingdom
$302K -$247K -1,150 -46%
CAAS
993
Capital Asset Advisory Services
Michigan
$302K -$8.16K -38 -3%
CA
994
Claro Advisors
Massachusetts
$300K -$22.5K -105 -7%
KCM
995
KRS Capital Management
Michigan
$300K – – –
RA
996
Riversedge Advisors
Delaware
$299K +$285K +1,325 New
JIC
997
Johnson Investment Counsel
Ohio
$298K +$32.6K +152 +13%
VCM
998
Versant Capital Management
Arizona
$298K +$219K +1,020 +337%
OL
999
Optas LLC
Texas
$296K +$41K +191 +17%
LA
1000
LVW Advisors
New York
$294K +$73.2K +341 +35%
38 39
40
41 42