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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
601
EFG International
$16K -$23.9K -1,132 -59%
BIA
602
Bell Investment Advisors
California
$15.9K -$11.4K -541 -41%
HNW
603
High Note Wealth
Minnesota
$15.8K -$6.13K -291 -27%
MMCM
604
Murphy & Mullick Capital Management
New York
$15.3K – – –
AA
605
Ancora Advisors
Ohio
$15.3K -$29.7K -1,408 -65%
FMII
606
Farmers & Merchants Investments Inc
Nebraska
$15.2K – – –
KG
607
Kilter Group
New York
$14.6K +$13.8K +656 +924%
CFD
608
Creative Financial Designs
Indiana
$14.5K -$9.65K -458 -39%
TFA
609
Transamerica Financial Advisors
Florida
$13.7K -$136K -6,431 -90%
SWM
610
Spire Wealth Management
Virginia
$13.5K – – –
CFM
611
Cornerstone Financial Management
Massachusetts
$13.4K +$4.36K +207 +45%
OC
612
Oakworth Capital
Alabama
$13K – – –
FCAS
613
First Command Advisory Services
Texas
$12.6K +$11.8K +559 +834%
APFP
614
Action Point Financial Planning
Michigan
$12.4K +$13.1K +622 New
SRCM
615
Signature Resources Capital Management
California
$12K – – –
IA
616
IFS Advisors
Kansas
$11.8K – – –
VWA
617
Valued Wealth Advisors
Utah
$11.5K – – –
AF
618
Advisornet Financial
Minnesota
$11.5K -$4.53K -215 -27%
NB
619
NBT Bank
New York
$11.5K – – –
FIM
620
FWL Investment Management
Texas
$11.5K +$12K +571 New
EWP
621
Elevation Wealth Partners
California
$11.2K +$11.8K +560 New
JSAM
622
J. Safra Asset Management
New York
$11.2K -$1.05K -50 -8%
CCWM
623
Cassaday & Co Wealth Management
Virginia
$11.2K – – –
FFA
624
Frazier Financial Advisors
Ohio
$11K -$927 -44 -7%
AGA
625
Altrinsic Global Advisors
Connecticut
$10.6K +$11.1K +527 New
23 24
25
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