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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
3751
Valley National Advisers
Pennsylvania
$103K -$137K -505 -57%
BL
3752
BFSG LLC
California
$101K -$872K -3,227 -90%
CJL
3753
Cyrus J. Lawrence
New York
$100K – – –
IAIM
3754
Industrial Alliance Investment Management
Quebec, Canada
$98K -$34.9K -129 -27%
CJ
3755
Caitlin John
Michigan
$96.3K -$97.1K -359 -54%
IWP
3756
IAG Wealth Partners
Wisconsin
$96.2K +$7.03K +26 +8%
GG
3757
Gleason Group
Kentucky
$96.2K +$270 +1 +0.3%
TWD
3758
True Wealth Design
Ohio
$94K +$86K +318 +1,325%
FFA
3759
Frazier Financial Advisors
Ohio
$93.6K -$13.8K -51 -13%
BHWM
3760
Bay Harbor Wealth Management
Maryland
$93.5K -$3.52K -13 -4%
BTC
3761
Bank & Trust Company
Illinois
$90.5K -$2.7K -10 -3%
W
3762
WealthCollab
Washington
$90.2K – – –
DWM
3763
Dogwood Wealth Management
Kansas
$89.5K -$895K -3,310 -91%
WOSD
3764
WFA of San Diego
California
$89.4K – – –
DPW
3765
DiNuzzo Private Wealth
Pennsylvania
$87.2K – – –
KWAG
3766
Kiely Wealth Advisory Group
North Carolina
$85.1K – – –
LG
3767
LAM Group
Oregon
$82.5K – – –
1IA
3768
1620 Investment Advisors
Massachusetts
$81.9K +$4.6K +17 +6%
PA
3769
Pineridge Advisors
Missouri
$81.3K -$13.2K -49 -14%
CA
3770
Claris Advisors
Missouri
$80.6K +$79.2K +293 New
MCM
3771
MidAtlantic Capital Management
Virginia
$80.3K -$32.4K -120 -29%
VWA
3772
Valued Wealth Advisors
Utah
$79.5K +$5.41K +20 +7%
BFA
3773
BBJS Financial Advisors
Washington
$78.4K +$40.6K +150 +111%
RBC
3774
Roble Belko & Company
Pennsylvania
$77K – – –
LIS
3775
Legacy Investment Solutions
Idaho
$76.8K +$67K +248 New
149 150
151
152 153