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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1351
Gladstone Institutional Advisory
Florida
$222K -$235K -1,107 -50%
IAIM
1352
International Assets Investment Management
Florida
$221K -$37.1K -175 -14%
PSCM
1353
Per Stirling Capital Management
Texas
$220K +$229K +1,082 New
RFP
1354
Root Financial Partners
California
$220K +$37.3K +176 +19%
GS
1355
GWN Securities
Florida
$219K +$229K +1,080 New
HPIA
1356
Hamilton Point Investment Advisors
North Carolina
$218K +$228K +1,074 New
PTP
1357
Platform Technology Partners
New York
$218K +$11.9K +56 +6%
MCM
1358
Mainstay Capital Management
Michigan
$218K +$15.7K +74 +7%
UAG
1359
United Advisor Group
Ohio
$216K -$21.6K -102 -9%
PFM
1360
Patton Fund Management
Texas
$216K +$25K +118 +12%
VWA
1361
Visionary Wealth Advisors
Illinois
$215K +$25.2K +119 +13%
TC
1362
TownSquare Capital
Utah
$215K -$40.5K -191 -15%
APM
1363
a16z Perennial Management
California
$214K +$7.42K +35 +3%
WFS
1364
Widmann Financial Services
Maryland
$214K +$223K +1,054 New
CFGW
1365
Chancellor Financial Group WB
Pennsylvania
$214K – – –
EA
1366
Everpar Advisors
Oklahoma
$214K +$43.9K +207 +24%
CFO
1367
CVA Family Office
Colorado
$214K -$18.9K -89 -8%
GA
1368
GoalVest Advisory
New York
$213K – – –
NFSG
1369
Newbridge Financial Services Group
Florida
$212K -$11.9K -56 -5%
MAP
1370
Moody Aldrich Partners
Massachusetts
$211K – – –
VW
1371
Vantus Wealth
Pennsylvania
$211K +$220K +1,039 New
CIAS
1372
Capital Investment Advisory Services
North Carolina
$211K +$19.5K +92 +10%
AFPL
1373
Advus Financial Partners, LLC
Florida
$210K -$93.9K -443 -30%
TC
1374
Trust Company
Kansas
$210K +$16.3K +77 +8%
WEG
1375
World Equity Group
Illinois
$209K +$33.1K +156 +18%
53 54
55
56 57