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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
801
IFP Advisors
Florida
$268K -$321K -1,412 -53%
TA
802
TKG Advisors
Indiana
$266K – – –
CTC
803
Central Trust Company
Missouri
$263K -$102K -451 -27%
IWA
804
Icon Wealth Advisors
Texas
$262K -$1.14M -5,013 -80%
FFN
805
Focus Financial Network
Minnesota
$262K -$74.8K -329 -21%
DAS
806
Dynamic Advisor Solutions
Arizona
$261K +$26.1K +115 +10%
MK
807
MASTERINVEST Kapitalanlage
$257K – – –
PCM
808
Penserra Capital Management
California
$255K +$1.82K +8 +0.7%
AWAU
809
Alliance Wealth Advisors (Utah)
Utah
$252K -$918K -4,040 -77%
ODA
810
One Degree Advisors
California
$252K -$68.2K -300 -20%
UB
811
UMB Bank
Missouri
$248K +$73.4K +323 +39%
1WA
812
180 Wealth Advisors
Washington
$247K -$95.2K -419 -27%
FNT
813
First National Trust
Pennsylvania
$246K -$117K -517 -31%
FAMI
814
Fideuram Asset Management (Ireland)
$246K +$251K +1,103 New
CGL
815
Clarius Group LLC
Washington
$246K -$15.2K -67 -6%
AFT
816
Alpha Family Trust
California
$244K – – –
AGC
817
Aspen Grove Capital
Colorado
$243K -$7.04K -31 -3%
ST
818
Spinnaker Trust
Maine
$242K +$256K +1,128 New
SWM
819
Spire Wealth Management
Virginia
$242K -$20.4K -90 -7%
PPWP
820
Premier Path Wealth Partners
New Jersey
$238K -$11.4K -50 -4%
TW
821
ticino wealth
California
$237K +$251K +1,104 New
GRWP
822
Green Ridge Wealth Planning
New Jersey
$237K +$251K +1,103 New
LAM
823
L2 Asset Management
Massachusetts
$232K +$17.7K +78 +8%
GPA
824
Guerra Pan Advisors
New Jersey
$231K – – –
PS
825
Principal Securities
Iowa
$230K +$13.6K +60 +6%
31 32
33
34 35