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Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1026
Keel Point
Alabama
$486K +$18.4K +352 +5%
WF
1027
Welch & Forbes
Massachusetts
$480K +$26.2K +500 +7%
WCA
1028
Westover Capital Advisors
Delaware
$478K – – –
SFG
1029
Synergy Financial Group
California
$478K +$3.77K +72 +0.9%
SFA
1030
Souders Financial Advisors
Ohio
$477K +$22.5K +431 +6%
TA
1031
Tactive Advisors
Florida
$476K +$405K +7,733 New
VNA
1032
Valley National Advisers
Pennsylvania
$473K +$150K +2,872 +60%
SIG
1033
Stonegate Investment Group
Alabama
$472K +$37.6K +719 +10%
PFS
1034
Prospect Financial Services
New York
$472K +$401K +7,660 New
SMC
1035
Smith, Moore & Co
Missouri
$470K -$22.5K -431 -5%
VHAM
1036
Van Hulzen Asset Management
California
$467K -$28.2K -540 -7%
AWA
1037
Alta Wealth Advisors
Massachusetts
$466K +$61.7K +1,180 +18%
UWS
1038
Unique Wealth Strategies
Illinois
$466K +$396K +7,561 New
AF
1039
Advisornet Financial
Minnesota
$465K +$4.24K +81 +1%
VIM
1040
VELA Investment Management
Ohio
$464K +$84.9K +1,623 +27%
BAM
1041
Blueshift Asset Management
New Jersey
$464K +$394K +7,535 New
NWA
1042
Navis Wealth Advisors
New York
$464K -$3.09K -59 -0.8%
AIA
1043
Angeles Investment Advisors
California
$463K -$135K -2,583 -26%
CPW
1044
Catalyst Private Wealth
California
$461K -$1.31M -24,949 -77%
CP
1045
Canopy Partners
Ohio
$458K +$389K +7,433 New
HFW
1046
Horizon Family Wealth
Illinois
$457K +$15.4K +295 +4%
SC
1047
Savant Capital
Illinois
$455K +$33K +631 +9%
NP
1048
NorthRock Partners
Minnesota
$453K +$385K +7,359 New
CCM
1049
Chiron Capital Management
Florida
$449K -$226K -4,325 -37%
HA
1050
Harbor Advisors
Florida
$449K – – –
40 41
42
43 44