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Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
826
Journey Strategic Wealth
New Jersey
$269K +$258K +1,117 New
LFA
827
Legacy Financial Advisors
Kentucky
$268K +$12.5K +54 +5%
DAS
828
Dynamic Advisor Solutions
Arizona
$265K +$25.4K +110 +11%
GAM
829
Gotham Asset Management
New York
$264K -$1.19M -5,139 -82%
MWM
830
Mindset Wealth Management
Indiana
$263K +$39.1K +169 +18%
AFAS
831
Acorn Financial Advisory Services
Virginia
$263K -$36.5K -158 -13%
VWM
832
Venturi Wealth Management
Texas
$261K -$7.86K -34 -3%
SWM
833
Salvus Wealth Management
New Jersey
$260K -$133K -574 -35%
FAM
834
Fulcrum Asset Management
United Kingdom
$260K -$6.94K -30 -3%
JFGIW
835
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$260K +$99.7K +431 +67%
GPA
836
Guerra Pan Advisors
New Jersey
$259K – – –
BEI
837
Benjamin Edwards Inc
Missouri
$258K -$233K -1,006 -48%
CCM
838
Cohen Capital Management
California
$255K – – –
IFA
839
Index Fund Advisors
California
$255K +$1.39K +6 +0.6%
CI
840
Conning Inc
Connecticut
$254K +$43.5K +188 +22%
MA
841
Mutual Advisors
Nebraska
$253K -$86K -372 -26%
AT
842
Avalon Trust
New Mexico
$253K +$243K +1,051 New
TPCW
843
TD Private Client Wealth
New York
$252K -$652K -2,821 -73%
OWP
844
ORG Wealth Partners
Texas
$252K -$1.13M -4,896 -82%
BAM
845
Bayshore Asset Management
Florida
$245K +$231 +1 +0.1%
CIA
846
Caerus Investment Advisors
Texas
$244K +$234K +1,014 New
FIA
847
FNY Investment Advisers
New York
$244K +$234K +1,014 New
PS
848
Principal Securities
Iowa
$244K -$489K -2,117 -68%
SRL
849
Scientech Research LLC
New Jersey
$243K -$96.6K -418 -29%
AA
850
Alta Advisers
United Kingdom
$243K – – –
32 33
34
35 36