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Name Holding Trade Value Shares
Change 		Change in
Stake
C
401
Certuity
Florida
$240K +$211K +955 New
WPW
402
Waldron Private Wealth
Pennsylvania
$240K +$211K +953 New
MC
403
Maverick Capital
Texas
$237K +$209K +943 New
AIA
404
Alera Investment Advisors
Illinois
$237K +$208K +940 New
PFA
405
Pure Financial Advisors
California
$235K +$207K +933 New
FPAS
406
Focus Partners Advisor Solutions
Missouri
$234K +$206K +931 New
CIM
407
Contravisory Investment Management
Massachusetts
$233K +$205K +927 New
LTAS
408
Linden Thomas Advisory Services
North Carolina
$233K +$205K +927 New
FFA
409
Farther Finance Advisors
California
$233K +$9.74K +44 +5%
FHA
410
Flagship Harbor Advisors
Massachusetts
$232K +$204K +922 New
LCGC
411
Legacy Capital Group California
California
$231K +$203K +916 New
BSSFA
412
Baron Silver Stevens Financial Advisors
Florida
$228K +$200K +904 New
PS
413
Planned Solutions
California
$225K +$25.5K +115 +15%
P
414
&Partners
Tennessee
$224K +$197K +891 New
GC
415
Guggenheim Capital
Illinois
$224K -$182K -822 -48%
LJAC
416
L.J. Altfest & Co
New York
$222K +$196K +884 New
FCI
417
Financial Counselors Inc
Kansas
$222K +$195K +881 New
IAIM
418
International Assets Investment Management
Florida
$221K +$202K +914 New
HR
419
Howe & Rusling
New York
$218K +$192K +867 New
AWM
420
AE Wealth Management
Kansas
$216K -$613K -2,768 -76%
OL
421
Owen LaRue
Kentucky
$214K +$188K +850 New
TFF
422
The Family Firm
Maryland
$213K +$187K +846 New
SMA
423
Sage Mountain Advisors
Georgia
$210K +$185K +835 New
WA
424
Wealth Alliance
New York
$210K +$185K +834 New
VI
425
VanderPol Investments
Michigan
$209K +$183K +829 New
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