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Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
801
Patrick M. Sweeney & Associates
Illinois
$329K +$4.96K +97 +2%
CGL
802
Clarius Group LLC
Washington
$328K -$62.7K -1,227 -16%
TAM
803
Trust Asset Management
Texas
$327K – – –
BCMLT
804
Beacon Capital Management LLC (Tennessee)
Tennessee
$326K +$5.88K +115 +2%
GFWA
805
Grey Fox Wealth Advisors
Delaware
$326K – – –
FIA
806
Foundations Investment Advisors
Arizona
$322K +$312K +6,109 New
WMA
807
West Michigan Advisors
Michigan
$322K -$38.8K -759 -11%
RA
808
RFG Advisory
Alabama
$321K -$298K -5,830 -49%
AIP
809
Ameritas Investment Partners
Nebraska
$320K -$10K -196 -3%
O
810
Ossiam
France
$319K -$43.1K -842 -12%
SIG
811
Stonegate Investment Group
Alabama
$317K -$13.8K -270 -4%
AIM
812
Acropolis Investment Management
Missouri
$317K -$30K -587 -9%
BTWM
813
Brass Tax Wealth Management
Ohio
$317K -$767 -15 -0.2%
CPSC
814
Carl P. Sherr & Co
Massachusetts
$317K – – –
CI
815
Corient IA
Florida
$317K – – –
GSCM
816
Greenfield Seitz Capital Management
Texas
$317K +$307K +6,000 New
HCM
817
Hollencrest Capital Management
California
$317K – – –
PVI
818
Pine Valley Investments
New Jersey
$313K +$43.9K +858 +17%
EAM
819
Empirical Asset Management
Massachusetts
$312K -$51 -1 -0%
JSAM
820
J. Safra Asset Management
New York
$312K +$19.3K +378 +7%
WAP
821
Wealthcare Advisory Partners
Pennsylvania
$310K -$4.81K -94 -2%
CF
822
Copperwynd Financial
Arizona
$308K +$358 +7 +0.1%
GWMR
823
GC Wealth Management RIA
Massachusetts
$308K +$298K +5,834 New
JSSH
824
J. Safra Sarasin Holding
$305K +$296K +5,780 New
SWA
825
Stratos Wealth Advisors
Ohio
$304K -$58.6K -1,145 -17%
31 32
33
34 35