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Name Holding Trade Value Shares
Change 		Change in
Stake
OL
976
Optas LLC
Texas
$453K +$5.34K +40 +1%
AFM
977
Aspetuck Financial Management
Connecticut
$453K +$10K +75 +3%
IWA
978
Icon Wealth Advisors
Texas
$452K +$28.8K +216 +8%
AWA
979
Alta Wealth Advisors
Massachusetts
$452K +$400K +2,998 New
VCP
980
Verus Capital Partners
Arizona
$452K +$400K +2,998 New
WFAG
981
Worth Financial Advisory Group
North Carolina
$452K +$69K +517 +21%
SAM
982
Shell Asset Management
Netherlands
$450K -$1.44M -10,784 -78%
AWA
983
Aaron Wealth Advisors
Illinois
$450K -$52.4K -393 -12%
NFG
984
Nations Financial Group
Iowa
$449K -$76.2K -571 -16%
PJSIMP
985
P.J. Schmidt Investment Management (PJS)
Wisconsin
$447K +$396K +2,965 New
SLWA
986
San Luis Wealth Advisors
California
$447K +$395K +2,962 New
HPC
987
HM Payson & Co
Maine
$445K +$107K +800 +37%
ACM
988
Alta Capital Management
Utah
$444K +$53.5K +401 +16%
BP
989
Ballentine Partners
Massachusetts
$443K +$5.47K +41 +1%
GPA
990
Guerra Pan Advisors
New Jersey
$442K – – –
SWA
991
Stratos Wealth Advisors
Ohio
$441K +$83.5K +626 +27%
MLL
992
Moody Lynn & Lieberson
Massachusetts
$441K +$33.3K +250 +9%
SA
993
Sonoma Allocations
California
$440K +$330K +2,476 New
TVM
994
True Vision MN
Minnesota
$440K +$389K +2,918 New
ISL
995
Ingalls & Snyder LLC
New York
$440K – – –
SMC
996
Smith, Moore & Co
Missouri
$439K +$60.7K +455 +19%
AIP
997
Almanack Investment Partners
Pennsylvania
$436K -$6.67K -50 -2%
APA
998
Astoria Portfolio Advisors
New York
$433K +$345K +2,586 New
PIA
999
Petredis Investment Advisors
Pennsylvania
$432K +$382K +2,861 New
BPAMU
1000
BTG Pactual Asset Management US
New York
$431K +$381K +2,855 New
38 39
40
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