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Acorn Financial Advisory Services

Latest statistics and disclosures from Acorn Financial Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, XBIL, AGG, VEA, IBIT, and represent 36.64% of Acorn Financial Advisory Services's stock portfolio.
Added to shares of these 10 stocks: IAU (+$5.2M), BIL, MSTU, IBIT, AGG, SPTS, XBIL, VB, VEA, JEPQ.
Started 15 new stock positions in JEPQ, NOC, CAT, IEFA, ARKF, IEMG, PFE, XLE, TEAM, FSEP. RTX, VGT, CMPS, OXY, GWX.
Reduced shares in these 10 stocks: AAPL, VUG, UAA, VOO, CRCL, CDLX, MSTR, NVDA, SPY, MSFT.
Sold out of its positions in AKAM, CRCL, GEHC, PCT, TXN, UAA, Walgreen Boots Alliance.
Acorn Financial Advisory Services was a net buyer of stock by $12M.
Acorn Financial Advisory Services has $652M in assets under management (AUM), dropping by 6.86%.
Central Index Key (CIK): 0001018561

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Portfolio Holdings for Acorn Financial Advisory Services

Acorn Financial Advisory Services holds 207 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.6	$62M		102k	612.38	View chart
RBB Us Trsry 6 Mnth (XBIL)	9.1	$59M		1.2M	50.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.2	$41M	+3%	405k	100.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.1	$40M		666k	59.92	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	5.6	$37M	+4%	564k	65.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.4	$35M		137k	254.28	View chart
Ishares Gold Tr Ishares New (IAU)	5.0	$33M	+18%	450k	72.77	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	4.5	$30M	+3%	1.0M	29.32	View chart
Vanguard Index Fds Growth Etf (VUG)	4.1	$27M	-4%	56k	479.61	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.0	$26M		261k	99.53	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.7	$18M		163k	108.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$17M		28k	600.38	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	2.6	$17M	+27%	183k	91.75	View chart
Strategy Cl A New (MSTR)	2.0	$13M	-3%	41k	322.21	View chart
Apple (AAPL)	1.9	$13M	-9%	50k	254.63	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.2	$7.9M		101k	78.34	View chart
Microsoft Corporation (MSFT)	0.8	$5.1M	-6%	9.8k	517.95	View chart
Etf Opportunities Trust T Rex 2x Long Ms (MSTU)	0.8	$4.9M	+53%	1.1M	4.65	View chart
Meta Platforms Cl A (META)	0.7	$4.7M		6.4k	734.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$4.7M		16k	293.75	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.6	$4.0M		40k	99.52	View chart
RBB Us Treasry 12 Mt (OBIL)	0.6	$3.7M	-5%	74k	50.30	View chart
NVIDIA Corporation (NVDA)	0.6	$3.7M	-10%	20k	186.58	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.6	$3.7M		25k	148.61	View chart
Sofi Technologies (SOFI)	0.5	$3.5M		133k	26.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.5	$3.5M		73k	47.51	View chart
Amazon (AMZN)	0.5	$3.3M	+8%	15k	219.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$3.3M		14k	243.10	View chart
Marriott Intl Cl A (MAR)	0.5	$3.1M		12k	260.44	View chart
Tesla Motors (TSLA)	0.5	$3.0M	-5%	6.7k	444.72	View chart
Palantir Technologies Cl A (PLTR)	0.4	$2.9M		16k	182.42	View chart
Lockheed Martin Corporation (LMT)	0.4	$2.8M		5.5k	499.18	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$2.8M	+3%	60k	46.24	View chart
Cion Invt Corp (CION)	0.4	$2.5M		268k	9.48	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$2.4M	+3%	52k	46.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.4	$2.4M		76k	31.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG)	0.3	$2.2M		88k	25.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.1M	-16%	3.1k	666.22	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$1.9M		8.9k	209.33	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.7M		16k	112.75	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$1.7M	+22%	7.8k	222.18	View chart
AES Corporation (AES)	0.3	$1.7M	-3%	127k	13.16	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$1.6M		5.5k	297.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.6M	+3%	2.5k	669.26	View chart
BorgWarner (BWA)	0.3	$1.6M	-4%	37k	43.96	View chart
Caci Intl Cl A (CACI)	0.2	$1.5M		3.0k	498.78	View chart
Arcos Dorados Holdings Shs Class -a - (ARCO)	0.2	$1.5M	-2%	217k	6.75	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.2	$1.4M		17k	83.41	View chart
Penn National Gaming (PENN)	0.2	$1.4M	-6%	73k	19.26	View chart
Cerence (CRNC)	0.2	$1.4M	-3%	112k	12.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.4M	-3%	2.8k	502.74	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.2	$1.4M	-6%	27k	50.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.4M		4.1k	328.17	View chart
Ge Aerospace Com New (GE)	0.2	$1.3M	-7%	4.4k	300.80	View chart
Dex (DXCM)	0.2	$1.3M	-4%	19k	67.29	View chart
Collegium Pharmaceutical Inc Common Stock Usd (COLL)	0.2	$1.3M	-3%	36k	34.99	View chart
American Tower Reit (AMT)	0.2	$1.2M	-4%	6.3k	192.33	View chart
Organon & Co Common Stock (OGN)	0.2	$1.2M	+5%	112k	10.68	View chart
Palo Alto Networks (PANW)	0.2	$1.2M		5.9k	203.63	View chart
salesforce (CRM)	0.2	$1.2M	-4%	4.9k	237.01	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.2	$1.2M		13k	88.65	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.2	$1.1M		36k	31.68	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.2	$1.1M	+40%	22k	50.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.1M		5.3k	208.69	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.1M		3.5k	307.85	View chart
Boot Barn Hldgs (BOOT)	0.2	$1.1M	-3%	6.5k	165.72	View chart
Tripadvisor (TRIP)	0.2	$1.0M	-5%	63k	16.26	View chart
Crown Castle Intl (CCI)	0.2	$1.0M	-4%	11k	96.49	View chart
Docusign (DOCU)	0.1	$954k	-2%	13k	72.09	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$948k	+24%	4.0k	239.64	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$944k	+23%	6.8k	139.16	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$933k	+25%	24k	39.61	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$920k	+27%	12k	76.34	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$904k	-3%	13k	68.08	View chart
Papa John's Int'l (PZZA)	0.1	$873k	-4%	18k	48.15	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$859k	-7%	17k	50.00	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$855k		3.0k	281.86	View chart
Dominion Resources (D)	0.1	$849k		14k	61.17	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$845k		1.5k	562.27	View chart
Merck & Co (MRK)	0.1	$839k		10k	83.93	View chart
Ge Vernova (GEV)	0.1	$816k	-8%	1.3k	615.05	View chart
EXACT Sciences Corporation (EXAS)	0.1	$808k	-3%	15k	54.71	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$802k	+8%	7.8k	103.36	View chart
Globus Med Cl A (GMED)	0.1	$800k	-3%	14k	57.27	View chart
Tidal Trust Ii Def Dly Tgt 2x L (MSTX)	0.1	$780k	-27%	37k	21.38	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$779k	+9%	33k	23.94	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$774k	+2%	3.2k	241.95	View chart
Asana Cl A (ASAN)	0.1	$773k	-3%	58k	13.36	View chart
Pure Storage Cl A (PSTG)	0.1	$757k	-3%	9.0k	83.81	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$754k		1.00	754200.00	View chart
Verizon Communications (VZ)	0.1	$750k	+14%	17k	43.95	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$745k		1.9k	402.50	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$719k		2.4k	293.73	View chart
Air Products & Chemicals (APD)	0.1	$716k		2.6k	272.69	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$712k	+21%	4.6k	154.22	View chart
Citigroup Com New (C)	0.1	$693k	-8%	6.8k	101.51	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$682k	+4%	8.1k	84.68	View chart
International Business Machines (IBM)	0.1	$673k		2.4k	282.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$650k		28k	23.28	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$648k	+11%	15k	42.79	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.1	$645k	+8%	19k	33.89	View chart
Steelcase Cl A (SCS)	0.1	$624k		36k	17.20	View chart
Rapid7 (RPD)	0.1	$622k	-3%	33k	18.75	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$601k	-3%	8.3k	72.44	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$582k	+109%	10k	57.10	View chart
Bank of America Corporation (BAC)	0.1	$579k	-10%	11k	51.59	View chart
Goldman Sachs (GS)	0.1	$569k	-8%	714.00	796.82	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$566k	+8%	11k	51.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$563k	+35%	1.6k	355.47	View chart
Shenandoah Telecommunications Company (SHEN)	0.1	$559k		42k	13.42	View chart
Nutanix Cl A (NTNX)	0.1	$553k	-3%	7.4k	74.39	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.1	$545k	+28%	7.7k	70.97	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$541k	+5%	6.9k	78.92	View chart
Broadcom (AVGO)	0.1	$533k	+5%	1.6k	329.92	View chart
Coca-Cola Company (KO)	0.1	$526k		7.9k	66.32	View chart
Servicenow (NOW)	0.1	$521k	-8%	566.00	920.37	View chart
Block Cl A (XYZ)	0.1	$509k	-5%	7.0k	72.27	View chart
Spdr Series Trust Aerospace Def (XAR)	0.1	$499k	+13%	2.1k	234.91	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$494k		5.7k	86.30	View chart
Advanced Micro Devices (AMD)	0.1	$485k		3.0k	161.79	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$480k	-3%	6.6k	72.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$474k	+17%	17k	27.30	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$473k	+24%	11k	42.03	View chart
McDonald's Corporation (MCD)	0.1	$466k	+5%	1.5k	303.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$461k	+9%	7.1k	65.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$437k		1.8k	243.53	View chart
Zions Bancorporation (ZION)	0.1	$430k	-11%	7.6k	56.58	View chart
JPMorgan Chase & Co. (JPM)	0.1	$427k	+5%	1.4k	315.43	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$415k		9.5k	43.92	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$404k	-2%	9.0k	44.69	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$400k	+12%	16k	25.10	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$397k	NEW	6.9k	57.52	View chart
Wal-Mart Stores (WMT)	0.1	$387k	+5%	3.8k	103.05	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$386k		11k	34.33	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$386k	-15%	13k	28.91	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$382k	+34%	7.7k	49.84	View chart
Duke Energy Corp Com New (DUK)	0.1	$370k		3.0k	123.74	View chart
Visa Com Cl A (V)	0.1	$367k	-26%	1.1k	341.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$361k	+6%	3.0k	118.85	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$361k	-9%	1.3k	279.28	View chart
McKesson Corporation (MCK)	0.1	$360k		466.00	772.54	View chart
Tree (TREE)	0.1	$356k	-12%	5.5k	64.73	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$353k	+65%	3.5k	100.23	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$350k		1.5k	229.59	View chart
Procter & Gamble Company (PG)	0.1	$346k	+7%	2.2k	153.63	View chart
MercadoLibre (MELI)	0.1	$345k	-11%	148.00	2329.02	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$341k	+33%	2.8k	120.72	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$341k	+4%	1.4k	246.60	View chart
Bank Ozk (OZK)	0.1	$341k	-11%	6.7k	50.98	View chart
Oracle Corporation (ORCL)	0.1	$336k	-6%	1.2k	281.13	View chart
At&t (T)	0.1	$336k		12k	28.24	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$327k	+5%	3.1k	106.49	View chart
Phinia Common Stock (PHIN)	0.0	$325k	-4%	5.7k	57.48	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$325k		5.6k	58.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$325k		4.4k	74.38	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$314k		5.9k	53.40	View chart
Spdr Series Trust Nyse Tech Etf (XNTK)	0.0	$313k		1.1k	272.23	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$300k		3.4k	87.20	View chart
Mastercard Incorporated Cl A (MA)	0.0	$298k	+5%	523.00	569.09	View chart
Cardlytics (CDLX)	0.0	$295k	-62%	121k	2.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$294k		627.00	468.41	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$293k	-49%	3.3k	89.77	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$292k		42k	6.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$288k	+3%	1.3k	215.79	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$284k	-4%	6.1k	46.71	View chart
Walt Disney Company (DIS)	0.0	$282k		2.5k	114.51	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$274k		749.00	365.48	View chart
Johnson & Johnson (JNJ)	0.0	$274k		1.5k	185.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$273k		1.5k	186.49	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$273k	NEW	365.00	746.63	View chart
Atlassian Corporation Cl A (TEAM)	0.0	$272k	NEW	1.7k	159.70	View chart
DaVita (DVA)	0.0	$268k	-12%	2.0k	132.85	View chart
Uber Technologies (UBER)	0.0	$267k		2.7k	97.97	View chart
Costco Wholesale Corporation (COST)	0.0	$267k	+2%	288.00	925.67	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$264k	NEW	3.0k	89.35	View chart
Workday Cl A (WDAY)	0.0	$263k	-12%	1.1k	240.67	View chart
Coinbase Global Com Cl A (COIN)	0.0	$259k		768.00	337.36	View chart
Home Depot (HD)	0.0	$256k	+10%	632.00	405.19	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.0	$250k	-4%	2.3k	110.36	View chart
Booking Holdings (BKNG)	0.0	$247k	+2%	46.00	5360.00	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.0	$246k	+14%	6.2k	39.62	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$241k		2.3k	103.23	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$240k		2.0k	120.50	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.0	$237k	+11%	5.0k	47.00	View chart
UnitedHealth (UNH)	0.0	$236k	-2%	683.00	345.47	View chart
Northrop Grumman Corporation (NOC)	0.0	$235k	NEW	386.00	609.32	View chart
Netflix (NFLX)	0.0	$233k	+5%	194.00	1198.92	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$232k	NEW	3.5k	65.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$232k	NEW	2.7k	87.32	View chart
Charles Schwab Corporation (SCHW)	0.0	$232k	+2%	2.4k	95.47	View chart
Progressive Corporation (PGR)	0.0	$229k		925.00	246.99	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$226k		7.8k	29.11	View chart
Pfizer (PFE)	0.0	$224k	NEW	8.8k	25.48	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$224k	NEW	5.6k	40.18	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.0	$224k	NEW	3.9k	56.80	View chart
Raytheon Technologies Corp (RTX)	0.0	$223k	NEW	1.3k	167.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$221k		4.8k	46.54	View chart
Eaton Corp SHS (ETN)	0.0	$220k		589.00	374.25	View chart
Qualys (QLYS)	0.0	$220k	-12%	1.7k	132.30	View chart
Caterpillar (CAT)	0.0	$215k	NEW	451.00	476.72	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$213k		2.9k	73.45	View chart
Occidental Petroleum Corporation (OXY)	0.0	$209k	NEW	4.4k	47.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.0	$208k	NEW	4.1k	50.54	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$208k	-3%	14k	14.68	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$205k	-6%	4.6k	44.27	View chart
New Germany Fund (GF)	0.0	$121k		11k	11.56	View chart
Compass Pathways Sponsored Ads (CMPS)	0.0	$86k	NEW	15k	5.73	View chart

Past Filings by Acorn Financial Advisory Services

SEC 13F filings are viewable for Acorn Financial Advisory Services going back to 2019

Acorn Financial Advisory Services 2025 Q3 filed Oct. 24, 2025
Acorn Financial Advisory Services 2025 Q2 filed July 28, 2025
Acorn Financial Advisory Services 2025 Q1 filed April 29, 2025
Acorn Financial Advisory Services 2024 Q4 filed Feb. 14, 2025
Acorn Financial Advisory Services 2024 Q3 filed Nov. 1, 2024
Acorn Financial Advisory Services 2024 Q2 filed Aug. 1, 2024
Acorn Financial Advisory Services 2024 Q1 filed May 8, 2024
Acorn Financial Advisory Services 2023 Q4 filed Jan. 17, 2024
Acorn Financial Advisory Services 2023 Q3 filed Oct. 10, 2023
Acorn Financial Advisory Services 2023 Q2 filed July 20, 2023
Acorn Financial Advisory Services 2023 Q1 filed April 26, 2023
Acorn Financial Advisory Services 2022 Q4 filed Jan. 20, 2023
Acorn Financial Advisory Services 2022 Q3 filed Oct. 12, 2022
Acorn Financial Advisory Services 2022 Q2 filed July 12, 2022
Acorn Financial Advisory Services 2022 Q1 filed April 18, 2022
Acorn Financial Advisory Services 2021 Q4 filed Jan. 31, 2022

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