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Name Holding Trade Value Shares
Change 		Change in
Stake
ASC
2601
Atalanta Sosnoff Capital
New York
$223K +$229K +4,137 New
FWP
2602
Falcon Wealth Planning
California
$223K +$229K +4,137 New
AA
2603
ACT Advisors
North Carolina
$222K – – –
EE
2604
EWG Elevate
California
$222K +$6.97K +126 +3%
IF
2605
Ironwood Financial
Arizona
$222K +$32.2K +582 +17%
FMN
2606
Financial Management Network
California
$221K -$73.9K -1,336 -25%
SFA
2607
Source Financial Advisors
New York
$221K -$30K -543 -12%
IP
2608
Isthmus Partners
Wisconsin
$221K -$5.53K -100 -2%
PFA
2609
Paradigm Financial Advisors
Missouri
$220K -$22.1K -400 -9%
SFG
2610
Sather Financial Group
Texas
$219K -$88.5K -1,600 -28%
MA
2611
Modus Advisors
Minnesota
$219K – – –
LOAMU
2612
Lombard Odier Asset Management (USA)
New York
$219K +$224K +4,054 New
ETC
2613
Exchange Traded Concepts
Oklahoma
$218K -$2.93M -52,996 -93%
PTB
2614
Pioneer Trust Bank
Oregon
$218K -$22.1K -400 -9%
PSIWM
2615
Paradigm Strategies in Wealth Management
Minnesota
$218K -$1.44K -26 -0.6%
IAS
2616
IMA Advisory Services
Colorado
$218K – – –
RWRC
2617
R.W. Roge & Company
New York
$218K – – –
MF
2618
Montis Financial
Massachusetts
$217K -$63.2K -1,142 -22%
AL
2619
ADE LLC
Maryland
$216K – – –
AAP
2620
Aristotle Atlantic Partners
Florida
$216K – – –
GIM
2621
Greylin Investment Management
Virginia
$216K +$19.4K +350 +10%
KA
2622
Klingman & Associates
New York
$215K -$34.8K -629 -14%
BA
2623
Ballew Advisors
Mississippi
$215K +$2.21K +40 +1%
AFPL
2624
Advus Financial Partners, LLC
Florida
$215K +$228K +4,130 New
FI
2625
Financial Insights
Washington
$214K +$608 +11 +0.3%
103 104
105
106 107