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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
726
Resolute Advisors
California
$495K -$51.2K -382 -8%
GS
727
GTS Securities
Florida
$491K +$104K +773 +23%
UWS
728
Unique Wealth Strategies
Illinois
$490K -$25.1K -187 -4%
GCA
729
Gallagher Capital Advisors
Texas
$490K +$6.03K +45 +1%
AFGAS
730
Allegiance Financial Group Advisory Services
Virginia
$489K +$209K +1,560 +62%
DAL
731
Delta Accumulation LLC
California
$488K – – –
IFWM
732
Institute for Wealth Management
Colorado
$486K +$1.34K +10 +0.2%
MCP
733
Mirador Capital Partners
California
$484K -$3.75K -28 -0.7%
VA
734
Valmark Advisers
Ohio
$481K +$539K +4,024 New
QFA
735
Quattro Financial Advisors
Texas
$478K – – –
VCM
736
Virtue Capital Management
Tennessee
$475K +$670 +5 +0.1%
SFC
737
SYM Financial Corp
Indiana
$475K +$72.5K +541 +16%
KWM
738
Kingsview Wealth Management
Oregon
$471K +$15.7K +117 +3%
SWP
739
Sagespring Wealth Partners
Tennessee
$467K +$235K +1,752 +81%
CFB
740
Cullen/Frost Bankers
Texas
$467K -$5.14M -38,386 -91%
PA
741
Pinnacle Associates
New York
$461K -$26K -194 -5%
MCM
742
Mengis Capital Management
Oregon
$460K – – –
FFM
743
Forum Financial Management
Illinois
$459K +$515K +3,843 New
TCM
744
Twin Capital Management
Pennsylvania
$458K -$11.9K -89 -2%
BC
745
BIT Capital
Germany
$458K +$93.9K +701 +22%
MWM
746
Maridea Wealth Management
New York
$456K +$511K +3,814 New
FFA
747
Farther Finance Advisors
California
$454K +$25.3K +189 +5%
MA
748
MJP Associates
Connecticut
$454K +$9.65K +72 +2%
CA
749
Crumly & Associates
Illinois
$451K +$33.5K +250 +7%
JIC
750
Joel Isaacson & Co
New York
$450K – – –
28 29
30
31 32