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Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
776
Archford Capital Strategies
Illinois
$356K – – –
DADC
777
D.A. Davidson & Co
Montana
$355K +$17.4K +61 +5%
SFG
778
Synergy Financial Group
California
$355K -$1.71K -6 -0.5%
PL
779
Perpetual Ltd
Australia
$354K +$1.99K +7 +0.5%
BWP
780
BSW Wealth Partners
Colorado
$353K +$72.9K +256 +25%
IAA
781
Independent Advisor Alliance
North Carolina
$350K – – –
AFAS
782
Acorn Financial Advisory Services
Virginia
$349K -$95.4K -335 -21%
FW
783
FirstPurpose Wealth
Utah
$348K -$5.69K -20 -2%
VFA
784
Values First Advisors
Tennessee
$347K -$299K -1,052 -45%
LNC
785
Lincoln National Corp
Pennsylvania
$346K +$361K +1,269 New
1WA
786
180 Wealth Advisors
Washington
$340K -$854 -3 -0.2%
KCM
787
KRS Capital Management
Michigan
$340K +$17.1K +60 +5%
TA
788
TKG Advisors
Indiana
$338K – – –
BFEC
789
Benjamin F. Edwards & Company
Missouri
$334K +$38.4K +135 +12%
PPWP
790
Premier Path Wealth Partners
New Jersey
$331K +$1.71K +6 +0.5%
CA
791
Clearstead Advisors
Ohio
$330K – – –
WWC
792
Waypoint Wealth Counsel
Georgia
$330K -$83.7K -294 -20%
CP
793
Castleview Partners
Texas
$325K +$17.4K +61 +5%
CIP
794
Convergence Investment Partners
Florida
$323K +$337K +1,184 New
SCM
795
Stevens Capital Management
Pennsylvania
$322K +$40.7K +143 +14%
GPA
796
Guerra Pan Advisors
New Jersey
$321K – – –
RWPA
797
Richard W. Paul & Associates
Michigan
$320K -$12.5K -44 -4%
DWA
798
Delap Wealth Advisory
Oregon
$320K +$334K +1,175 New
CPIG
799
Chicago Partners Investment Group
Illinois
$320K +$19.9K +70 +6%
HNB
800
Huntington National Bank
Ohio
$319K -$4.55K -16 -1%
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