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Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
751
Waypoint Wealth Counsel
Georgia
$588K -$243K -1,865 -29%
CS
752
Clear Street
New York
$587K +$42.3K +325 +8%
IFG
753
Independent Financial Group
California
$587K -$101K -780 -14%
WPC
754
Wedmont Private Capital
Pennsylvania
$584K +$61.9K +476 +12%
JSW
755
Journey Strategic Wealth
New Jersey
$582K +$235K +1,810 +65%
MW
756
Maia Wealth
Colorado
$580K -$232K -1,785 -28%
FFA
757
Fi3 Financial Advisors
Indiana
$574K +$254K +1,953 +75%
FTWA
758
Fifth Third Wealth Advisors
Ohio
$573K +$91.9K +707 +18%
SA
759
SPWM Advisors
Michigan
$573K -$93.6K -720 -15%
WCP
760
Wick Capital Partners
Pennsylvania
$571K +$72.8K +560 +14%
SFS
761
Sowell Financial Services
Arkansas
$568K +$6.63K +51 +1%
SC
762
Savant Capital
Illinois
$567K +$169K +1,299 +41%
TSW
763
Three Seasons Wealth
Utah
$556K -$136K -1,046 -19%
CCC
764
Chelsea Counsel Company
California
$554K -$135K -1,040 -19%
EH
765
Equitable Holdings
New York
$554K +$253K +1,943 +85%
GAM
766
Groupama Asset Management
France
$553K -$322K -2,474 -36%
SFC
767
SYM Financial Corp
Indiana
$547K +$144K +1,105 +34%
CIM
768
Cambria Investment Management
California
$546K +$329K +2,526 +141%
GHI
769
Gross & Hartman Investments
Pennsylvania
$545K +$67.4K +518 +14%
EAM
770
Erste Asset Management
Austria
$545K – – –
CCM
771
Cohen Capital Management
California
$540K – – –
PCS
772
Personal CFO Solutions
New Jersey
$539K -$3.64K -28 -0.7%
FFM
773
Fullerton Fund Management
Singapore
$538K +$24.7K +190 +5%
LAM
774
LECAP Asset Management
United Kingdom
$536K +$7.54K +58 +1%
GKWIM
775
Gerber Kawasaki Wealth & Investment Management
California
$536K -$16.8K -129 -3%
29 30
31
32 33