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Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
2601
Professional Advisory Services
Florida
$223K +$8.57K +155 +4%
ASC
2602
Atalanta Sosnoff Capital
New York
$223K +$229K +4,137 New
FWP
2603
Falcon Wealth Planning
California
$223K +$229K +4,137 New
AA
2604
ACT Advisors
North Carolina
$222K – – –
EE
2605
EWG Elevate
California
$222K +$6.97K +126 +3%
IF
2606
Ironwood Financial
Arizona
$222K +$32.2K +582 +17%
FMN
2607
Financial Management Network
California
$221K -$73.9K -1,336 -25%
SFA
2608
Source Financial Advisors
New York
$221K -$30K -543 -12%
IP
2609
Isthmus Partners
Wisconsin
$221K -$5.53K -100 -2%
PFA
2610
Paradigm Financial Advisors
Missouri
$220K -$22.1K -400 -9%
SFG
2611
Sather Financial Group
Texas
$219K -$88.5K -1,600 -28%
MA
2612
Modus Advisors
Minnesota
$219K – – –
LOAMU
2613
Lombard Odier Asset Management (USA)
New York
$219K +$224K +4,054 New
ETC
2614
Exchange Traded Concepts
Oklahoma
$218K -$2.93M -52,996 -93%
PTB
2615
Pioneer Trust Bank
Oregon
$218K -$22.1K -400 -9%
PSIWM
2616
Paradigm Strategies in Wealth Management
Minnesota
$218K -$1.44K -26 -0.6%
IAS
2617
IMA Advisory Services
Colorado
$218K – – –
RWRC
2618
R.W. Roge & Company
New York
$218K – – –
MF
2619
Montis Financial
Massachusetts
$217K -$63.2K -1,142 -22%
AL
2620
ADE LLC
Maryland
$216K – – –
AAP
2621
Aristotle Atlantic Partners
Florida
$216K – – –
GIM
2622
Greylin Investment Management
Virginia
$216K +$19.4K +350 +10%
KA
2623
Klingman & Associates
New York
$215K -$34.8K -629 -14%
BA
2624
Ballew Advisors
Mississippi
$215K +$2.21K +40 +1%
AFP
2625
Advus Financial Partners
Florida
$215K +$228K +4,130 New
103 104
105
106 107