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Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
1001
United Asset Strategies
New York
$1.41M +$58K +183 +5%
AWA
1002
Alta Wealth Advisors
Massachusetts
$1.4M +$77.7K +245 +6%
WFAG
1003
Worth Financial Advisory Group
North Carolina
$1.4M +$1.33M +4,183 New
HT
1004
Heritage Trust
Oklahoma
$1.4M -$22.8K -72 -2%
GAA
1005
Global Assets Advisory
Florida
$1.4M +$111K +350 +9%
C
1006
Certuity
Florida
$1.4M -$105K -331 -7%
AFP
1007
Ausdal Financial Partners
Iowa
$1.39M -$110K -347 -8%
AGWCA
1008
Annis Gardner Whiting Capital Advisors
Florida
$1.39M +$39.6K +125 +3%
HR
1009
Hardy Reed
Mississippi
$1.39M +$1.31M +4,140 New
TFA
1010
Trinity Financial Advisors
Ohio
$1.38M +$317 +1 +0%
BIM
1011
Bridges Investment Management
Nebraska
$1.38M – – –
LOAME
1012
Lombard Odier Asset Management (Europe)
United Kingdom
$1.38M -$3.75M -11,828 -74%
ZBNA
1013
Zions Bancorporation, National Association
Utah
$1.38M +$976K +3,076 +295%
QIM
1014
Quantitative Investment Management
Virginia
$1.37M +$1.3M +4,095 New
CCFM
1015
Clear Creek Financial Management
Washington
$1.36M +$225K +711 +21%
IAS
1016
Insigneo Advisory Services
Florida
$1.36M +$640K +2,018 +99%
OWA
1017
Outlook Wealth Advisors
Texas
$1.35M -$91.3K -288 -7%
PP
1018
PDS Planning
Ohio
$1.35M +$45K +142 +4%
BW
1019
BostonPremier Wealth
Massachusetts
$1.35M +$60.3K +190 +5%
SAI
1020
Savvy Advisors Inc
New York
$1.34M +$312K +983 +32%
AG
1021
AlTi Global
New York
$1.33M -$310K -977 -20%
PA
1022
Profund Advisors
Maryland
$1.33M +$40K +126 +3%
HGA
1023
Hobbs Group Advisors
South Carolina
$1.33M -$434K -1,369 -26%
LAIC
1024
Lederer & Associates Investment Counsel
California
$1.32M -$218K -687 -15%
TA
1025
Tactive Advisors
Florida
$1.32M +$33.3K +105 +3%
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