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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1551
Physician Wealth Advisors
Utah
$310K – – –
GCMG
1552
Gyroscope Capital Management Group
Florida
$308K +$10.4K +100 +4%
GCM
1553
Genus Capital Management
British Columbia, Canada
$308K +$281K +2,700 New
JCM
1554
Jacobi Capital Management
Pennsylvania
$307K +$33.8K +325 +14%
MFWP
1555
Mosaic Family Wealth Partners
Missouri
$306K -$5.3K -51 -2%
TLCM
1556
Twin Lakes Capital Management
California
$303K – – –
I
1557
InceptionR
California
$302K +$276K +2,650 New
PCA
1558
Pallas Capital Advisors
Massachusetts
$302K -$29.7K -286 -10%
SIG
1559
Stonegate Investment Group
Alabama
$301K – – –
OWM
1560
Opes Wealth Management
California
$301K – – –
FP
1561
Foundry Partners
Minnesota
$301K +$275K +2,640 New
VCM
1562
Versant Capital Management
Arizona
$300K -$51.2K -492 -16%
FPAS
1563
Focus Partners Advisor Solutions
Missouri
$299K +$17.3K +166 +7%
GWM
1564
GoalFusion Wealth Management
Texas
$299K – – –
FSA
1565
Fort Sheridan Advisors
Illinois
$298K -$89.9K -864 -25%
HCP
1566
Hexagon Capital Partners
Arkansas
$298K +$5.3K +51 +2%
GFG
1567
Greystone Financial Group
Michigan
$297K -$547K -5,262 -67%
CWP
1568
Cyndeo Wealth Partners
Florida
$297K +$35.7K +343 +15%
KPWG
1569
KFA Private Wealth Group
Virginia
$296K +$270K +2,595 New
RWS
1570
Resolute Wealth Strategies
Mississippi
$295K +$6.76K +65 +3%
CFO
1571
CVA Family Office
Colorado
$294K -$87.4K -840 -25%
FWM
1572
FFT Wealth Management
Pennsylvania
$293K -$31.3K -301 -10%
PCS
1573
Personal CFO Solutions
New Jersey
$292K +$16.4K +158 +7%
KWMG
1574
King Wealth Management Group
Florida
$292K +$4.16K +40 +2%
CAM
1575
Close Asset Management
United Kingdom
$292K +$8.32K +80 +3%
61 62
63
64 65