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Name Holding Trade Value Shares
Change 		Change in
Stake
BCB
1476
Brian C. Broderick
$23.6M +$307K +1,665 +1%
HW
1477
Hamilton Wealth
California
$23.6M +$9.23K +50 +0%
FTIS
1478
First Trust Investment Solutions
Florida
$23.6M +$22.7M +122,710 New
CAM
1479
Cypress Asset Management
Texas
$23.6M -$149K -805 -0.7%
SXL
1480
Summit X LLC
Missouri
$23.6M +$2.4K +13 +0%
AIM
1481
Arcadia Investment Management
Michigan
$23.6M -$189K -1,025 -0.8%
IFWM
1482
Institute for Wealth Management
Colorado
$23.6M -$523K -2,830 -2%
IP
1483
Ignite Planners
California
$23.6M -$18.3K -99 -0.1%
CPA
1484
Cardiff Park Advisors
California
$23.6M +$655K +3,549 +3%
MAM
1485
Mark Asset Management
New York
$23.5M -$186K -1,010 -0.8%
CI
1486
Conning Inc
Connecticut
$23.5M +$51.5K +279 +0.2%
JWCA
1487
J.W. Coons Advisors
Ohio
$23.5M -$240K -1,298 -1%
ECG
1488
Edge Capital Group
Georgia
$23.5M +$144K +782 +0.6%
OAM
1489
Occidental Asset Management
California
$23.5M +$240K +1,298 +1%
FWI
1490
Facet Wealth Inc
Maryland
$23.4M +$2.99M +16,178 +15%
IG
1491
Ithaka Group
Virginia
$23.4M -$3.1M -16,764 -12%
RWM
1492
Rockline Wealth Management
New York
$23.4M +$22.4M +121,313 New
PAMG
1493
Patton Albertson Miller Group
Tennessee
$23.3M +$582K +3,151 +3%
GSEP
1494
Golden State Equity Partners
California
$23.3M +$394K +2,136 +2%
PTP
1495
Platform Technology Partners
New York
$23.3M -$682K -3,696 -3%
GC
1496
Garde Capital
Washington
$23.2M +$1.01M +5,455 +5%
SSA
1497
Sierra Summit Advisors
Nevada
$23.2M +$22.3M +120,669 New
FA
1498
Financial Avengers
California
$23.2M -$180K -976 -0.8%
IC
1499
Inscription Capital
Texas
$23.1M +$5.49M +29,724 +33%
CWM
1500
Concentrum Wealth Management
California
$23.1M -$414K -2,240 -2%
58 59
60
61 62