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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
801
FFT Wealth Management
Pennsylvania
$344K +$353K +2,620 New
NFGCM
802
Norman Fields Gottscho Capital Management
New York
$342K +$82.8K +615 +31%
CWM
803
Compass Wealth Management
Connecticut
$342K -$26.9K -200 -7%
GI
804
GAMMA Investing
California
$338K +$92.3K +685 +36%
KWA
805
Kingswood Wealth Advisors
California
$335K +$41.6K +309 +14%
FCM
806
Fourpath Capital Management
Oklahoma
$334K +$95.4K +708 +39%
DIM
807
DLK Investment Management
California
$333K – – –
IAM
808
Impact Asset Management
$333K – – –
AFGAS
809
Allegiance Financial Group Advisory Services
Virginia
$332K +$341K +2,530 New
GF
810
Gabelli Funds
New York
$329K – – –
WA
811
Wealth Alliance
New York
$328K +$49.8K +370 +17%
RWP
812
Revolve Wealth Partners
New Jersey
$327K -$105K -782 -24%
CCM
813
Coldstream Capital Management
Washington
$327K +$12.3K +91 +4%
GM
814
GeoWealth Management
Illinois
$327K +$808 +6 +0.2%
FW
815
FullCircle Wealth
Texas
$325K -$8.08K -60 -3%
FAIM
816
Financial Advocates Investment Management
Washington
$323K +$331K +2,456 New
GWM
817
GK Wealth Management
Nevada
$322K +$330K +2,452 New
BMCM
818
Burns Matteson Capital Management
New York
$322K +$41.9K +311 +15%
PFS
819
Prospera Financial Services
Texas
$314K -$172K -1,276 -35%
JFG
820
Jefferies Financial Group
New York
$313K -$18.3K -136 -5%
CGL
821
Clarius Group LLC
Washington
$309K +$88.9K +660 +39%
NAM
822
NorthCrest Asset Manangement
Minnesota
$304K +$312K +2,315 New
NBWM
823
North Berkeley Wealth Management
California
$304K +$311K +2,312 New
CW
824
CreativeOne Wealth
Kansas
$303K -$35.7K -265 -10%
KCP
825
Kera Capital Partners
California
$302K +$310K +2,299 New
31 32
33
34 35