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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
576
Freedom Investment Management
Connecticut
$231K +$161K +1,767 New
MA
577
Mutual Advisors
Nebraska
$230K +$132K +1,446 New
DC
578
Diametric Capital
Massachusetts
$230K -$339K -3,715 -68%
PVI
579
Pine Valley Investments
New Jersey
$228K +$159K +1,746 New
TCWM
580
Total Clarity Wealth Management
Illinois
$226K +$158K +1,731 New
GWM
581
Geneos Wealth Management
Colorado
$226K +$151K +1,654 +2,205%
ANTB
582
AMG National Trust Bank
Colorado
$225K +$157K +1,725 New
SPIA
583
Steward Partners Investment Advisory
New York
$224K +$21.6K +237 +16%
AWM
584
Ariadne Wealth Management
California
$224K +$83K +910 New
SHFP
585
Second Half Financial Partners
Florida
$224K +$157K +1,717 New
EI
586
Ellevest Inc
New York
$221K +$155K +1,696 New
NIWA
587
New Insight Wealth Advisors
California
$221K +$155K +1,695 New
UCB
588
United Community Bank
South Carolina
$218K +$2.28K +25 +2%
GI
589
GAMMA Investing
California
$217K +$11.5K +126 +8%
SMAM
590
Sugar Maple Asset Management
Wisconsin
$217K +$152K +1,665 New
SAM
591
SignalPoint Asset Management
Missouri
$217K +$155K +1,701 New
DOA
592
D'Orazio & Associates
Virginia
$210K +$147K +1,610 New
O
593
Ossiam
France
$208K +$146K +1,595 New
AWA
594
Alta Wealth Advisors
Massachusetts
$202K +$141K +1,547 New
GF
595
Gries Financial
Ohio
$200K +$140K +1,535 New
HI
596
Hoey Investments
Pennsylvania
$191K – – –
BFG
597
Beacon Financial Group
Texas
$191K +$134K +1,465 New
LC
598
Lindbrook Capital
California
$188K -$2.65K -29 -2%
GRP
599
Global Retirement Partners
California
$187K +$91K +997 +230%
TRCT
600
Tower Research Capital (TRC)
New York
$186K -$115K -1,256 -47%
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