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