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Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
951
Sand Hill Global Advisors
California
$646K -$37.1K -709 -6%
SWA
952
SFMG Wealth Advisors
Texas
$646K -$212K -4,048 -28%
PPWP
953
Premier Path Wealth Partners
New Jersey
$643K +$547K +10,449 New
MIS
954
Morningstar Investment Services
Illinois
$642K +$293K +5,597 +122%
IAN
955
Integrated Advisors Network
Texas
$639K +$85.2K +1,629 +19%
PP
956
Peconic Partners
New York
$636K -$5.23M -100,000 -91%
LJAC
957
L.J. Altfest & Co
New York
$633K +$36K +688 +7%
V
958
ViaWealth
Kansas
$628K -$137K -2,625 -20%
FCA
959
FLC Capital Advisors
California
$628K -$5.28K -101 -1%
MYIA
960
Mount Yale Investment Advisors
Colorado
$628K +$533K +10,192 New
VSQM
961
V-Square Quantitative Management
Illinois
$625K +$531K +10,144 New
GSIAS
962
Garden State Investment Advisory Services
New Jersey
$621K +$40.8K +780 +8%
SWA
963
Strata Wealth Advisors
Texas
$618K -$5.39K -103 -1%
JWM
964
JFG Wealth Management
Colorado
$616K +$523K +10,000 New
VFA
965
Voya Financial Advisors
Connecticut
$614K +$76.7K +1,466 +18%
GGA
966
Granite Group Advisors
Connecticut
$613K +$414K +7,909 New
GCM
967
Greenland Capital Management
New York
$612K +$520K +9,946 New
BW
968
Bison Wealth
Georgia
$611K -$332K -6,347 -39%
AWA
969
Arete Wealth Advisors
Illinois
$610K +$52K +994 +11%
FI
970
Finivi Inc
Massachusetts
$607K +$516K +9,859 New
WIM
971
WealthPlan Investment Management
Nebraska
$602K +$40.7K +778 +9%
MTIM
972
Marathon Trading Investment Management
Pennsylvania
$600K +$510K +9,745 New
SC
973
Sepio Capital
Utah
$599K -$111K -2,113 -18%
LFA
974
Lauterbach Financial Advisors
Texas
$596K – – –
VT
975
Vise Technologies
New York
$587K +$257K +4,909 +106%
37 38
39
40 41