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Name Holding Trade Value Shares
Change 		Change in
Stake
A
776
AlphaQuest
New York
$361K +$377K +1,325 New
SCA
777
Stillwater Capital Advisors
Pennsylvania
$361K – – –
ACS
778
Archford Capital Strategies
Illinois
$356K – – –
DADC
779
D.A. Davidson & Co
Montana
$355K +$17.4K +61 +5%
SFG
780
Synergy Financial Group
California
$355K -$1.71K -6 -0.5%
PL
781
Perpetual Ltd
Australia
$354K +$1.99K +7 +0.5%
BWP
782
BSW Wealth Partners
Colorado
$353K +$72.9K +256 +25%
IAA
783
Independent Advisor Alliance
North Carolina
$350K – – –
AFAS
784
Acorn Financial Advisory Services
Virginia
$349K -$95.4K -335 -21%
FW
785
FirstPurpose Wealth
Utah
$348K -$5.69K -20 -2%
VFA
786
Values First Advisors
Tennessee
$347K -$299K -1,052 -45%
LNC
787
Lincoln National Corp
Pennsylvania
$346K +$361K +1,269 New
1WA
788
180 Wealth Advisors
Washington
$340K -$854 -3 -0.2%
KCM
789
KRS Capital Management
Michigan
$340K +$17.1K +60 +5%
TA
790
TKG Advisors
Indiana
$338K – – –
BFEC
791
Benjamin F. Edwards & Company
Missouri
$334K +$38.4K +135 +12%
PPWP
792
Premier Path Wealth Partners
New Jersey
$331K +$1.71K +6 +0.5%
CA
793
Clearstead Advisors
Ohio
$330K – – –
WWC
794
Waypoint Wealth Counsel
Georgia
$330K -$83.7K -294 -20%
CP
795
Castleview Partners
Texas
$325K +$17.4K +61 +5%
CIP
796
Convergence Investment Partners
Florida
$323K +$337K +1,184 New
SCM
797
Stevens Capital Management
Pennsylvania
$322K +$40.7K +143 +14%
GPA
798
Guerra Pan Advisors
New Jersey
$321K – – –
RWPA
799
Richard W. Paul & Associates
Michigan
$320K -$12.5K -44 -4%
DWA
800
Delap Wealth Advisory
Oregon
$320K +$334K +1,175 New
30 31
32
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