| Sym | Weight | Trade Impact | Company | Class | Shares Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
|---|
| Name | Title | City, State | Date |
|---|---|---|---|
| Mark Audrain | Chief Compliance Officer | Kansas City, Missouri | 10/31/2025 |
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Sowell Financial Services LLC | $2.61B | North Little Rock, AR | 028-17985 |
| PFG Advisors | $2.44B | Phoenix, AZ | 028-18250 |
| Maripau Wealth Management Llc | $199M | Fort Wayne, IN | 028-21797 |
| Axxcess Wealth Management, Llc | $4.73B | Carlsbad, CA | 028-22604 |
| Coury Firm Asset Management LLC | $62.6M | Pittsburgh, PA | 028-22406 |
| A4 Wealth Advisors LLC | $119M | Huntersville, NC | 028-25814 |
| Scott Marsh Financial, LLC | $270M | Millcreek, UT | 028-25736 |
| Gibbs Wealth Management | $442M | Alpharetta, GA | 028-25712 |
| Num | Name | Location | File Number |
|---|---|---|---|
| 1 | Wealth Management Cpas, Llc | Salt Lake City, UT | |
| 2 | Logan Capital Management Inc | Newtown Square, PA |