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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1026
Moser Wealth Advisors
Washington
$1.11M -$2.93K -27 -0.2%
XT
1027
XTX Topco
Cayman Islands
$1.11M +$396K +3,652 +51%
CWM
1028
Congress Wealth Management
Massachusetts
$1.1M +$221K +2,034 +23%
EIM
1029
Essex Investment Management
Massachusetts
$1.1M +$489K +4,508 +72%
XWM
1030
Xcel Wealth Management
Florida
$1.1M -$1.62M -14,964 -58%
SWA
1031
Stratos Wealth Advisors
Ohio
$1.1M +$404K +3,719 +53%
SWM
1032
Segment Wealth Management
Texas
$1.1M +$946K +8,715 +443%
RCA
1033
Ranch Capital Advisors
Florida
$1.09M +$77K +709 +7%
FTWA
1034
Fifth Third Wealth Advisors
Ohio
$1.08M +$113K +1,041 +11%
CCA
1035
Checchi Capital Advisers
California
$1.08M +$39.1K +360 +4%
H
1036
HoyleCohen
California
$1.08M -$15.7K -145 -1%
WANY
1037
Wealthspire Advisors (New York)
New York
$1.08M +$133K +1,226 +13%
BL
1038
Balentine LLC
Georgia
$1.08M -$89.4K -824 -7%
MFGM
1039
Marshall Financial Group (Maryland)
Maryland
$1.07M -$14.7K -135 -1%
WP
1040
WealthSource Partners
California
$1.06M -$34.7K -320 -3%
HCM
1041
Howard Capital Management
Georgia
$1.05M +$76.2K +702 +7%
SP
1042
Symmetry Partners
Connecticut
$1.04M – – –
VCM
1043
Vetamer Capital Management
California
$1.04M +$660K +6,084 +150%
CIM
1044
CIM Investment Management
Pennsylvania
$1.04M -$20.3K -187 -2%
TFA
1045
Toth Financial Advisory
Virginia
$1.04M +$33K +304 +3%
AWA
1046
Arkadios Wealth Advisors
Georgia
$1.04M +$8.58K +79 +0.8%
KCM
1047
Kornitzer Capital Management
Kansas
$1.03M – – –
HSA
1048
HBK Sorce Advisory
Pennsylvania
$1.03M -$207K -1,908 -16%
LCM
1049
Lynwood Capital Management
Ontario, Canada
$1.03M -$1.63M -15,000 -60%
CHM
1050
Collaborative Holdings Management
New York
$1.03M -$54.3K -500 -5%
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