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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1026
Legacy Advisors
Pennsylvania
$482K +$108K +563 +32%
AO
1027
Advisor OS
Illinois
$481K +$56.5K +295 +14%
WFA
1028
Wellspring Financial Advisors
Ohio
$480K +$446K +2,328 New
SC
1029
Solstein Capital
California
$479K – – –
SIC
1030
Samalin Investment Counsel
New York
$479K -$136K -712 -23%
ICP
1031
Interchange Capital Partners
Pennsylvania
$478K -$26K -136 -6%
CCG
1032
Ceeto Capital Group
Florida
$475K -$383K -2,000 -47%
SIM
1033
Sentry Investment Management
Wisconsin
$475K -$44.2K -231 -9%
WA
1034
WESPAC Advisors
California
$472K -$523K -2,734 -54%
TSMHT
1035
Thurston Springer Miller Herd & Titak
Indiana
$470K +$398K +2,078 +1,029%
SAM
1036
Secure Asset Management
Michigan
$468K +$20.7K +108 +5%
HIIFS
1037
Harel Insurance Investments & Financial Services
Israel
$466K +$89.2K +466 +26%
SFM
1038
Signet Financial Management
New Jersey
$465K +$45.2K +236 +12%
DIM
1039
Delta Investment Management
California
$463K +$65.5K +342 +18%
CA
1040
Claro Advisors
Massachusetts
$453K +$87.7K +458 +26%
VL
1041
Vima LLC
Michigan
$448K -$54.4K -284 -12%
RIM
1042
Redwood Investment Management
Arizona
$444K +$1.34K +7 +0.3%
FPAS
1043
Focus Partners Advisor Solutions
Missouri
$443K +$83.1K +434 +25%
CFO
1044
Callan Family Office
Pennsylvania
$441K +$68.7K +359 +20%
ACA
1045
Aspire Capital Advisors
Washington
$441K +$1.15K +6 +0.3%
CG
1046
Cynosure Group
Utah
$441K +$574 +3 +0.1%
AWA
1047
Aaron Wealth Advisors
Illinois
$437K +$61.6K +322 +18%
OWA
1048
ORBA Wealth Advisors
Illinois
$436K -$3.83K -20 -0.9%
RFN
1049
RDA Financial Network
Iowa
$435K +$404K +2,110 New
VIP
1050
Vista Investment Partners
Oklahoma
$435K -$383 -2 -0.1%
40 41
42
43 44