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Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
926
Fidelis Capital Partners
Florida
$365K +$17.9K +121 +6%
IF
927
Intrua Financial
Texas
$361K +$333K +2,251 New
ACP
928
Aveo Capital Partners
Colorado
$361K +$20.3K +137 +6%
FIA
929
Foundations Investment Advisors
Arizona
$359K -$30.2K -204 -8%
GL
930
Graypoint LLC
New York
$359K +$62.4K +422 +23%
WAP
931
Wealthcare Advisory Partners
Pennsylvania
$357K -$148 -1 -0%
FGA
932
Fortis Group Advisors
New Jersey
$356K – – –
AC
933
Allstate Corporation
Illinois
$354K -$19.7K -133 -6%
BAM
934
Blueshift Asset Management
New Jersey
$353K +$326K +2,201 New
CM
935
CastleKnight Management
New York
$353K -$533K -3,600 -62%
CPA
936
Capital Planning Advisors
California
$351K -$2.52K -17 -0.8%
LFS
937
Legacy Financial Strategies
Kansas
$348K +$18.3K +124 +6%
CT
938
Cambridge Trust
Massachusetts
$345K -$12.7K -86 -4%
GIA
939
Guyasuta Investment Advisors
Pennsylvania
$343K +$11.1K +75 +4%
MW
940
Marcum Wealth
Ohio
$343K +$317K +2,141 New
C
941
Certuity
Florida
$341K +$315K +2,126 New
ACA
942
Aspire Capital Advisors
Washington
$340K +$888 +6 +0.3%
SQA
943
Simon Quick Advisors
New Jersey
$337K +$24.1K +163 +8%
HBT
944
Heartland Bank & Trust
Illinois
$336K -$20K -135 -6%
EWA
945
Exencial Wealth Advisors
Oklahoma
$335K +$309K +2,088 New
TIMH
946
Tilt Investment Management Holdings
New York
$333K +$308K +2,079 New
BWP
947
BSW Wealth Partners
Colorado
$333K +$26.8K +181 +10%
SAM
948
Smartleaf Asset Management
Massachusetts
$331K +$310K +2,096 New
SIA
949
Strategic Investment Advisors
Michigan
$330K +$304K +2,057 New
WDA
950
Wendell David Associates
New Hampshire
$329K -$232K -1,570 -43%
36 37
38
39 40