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Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
676
Bryce Point Capital
New York
$560K +$437K +1,729 New
SPIA
677
Steward Partners Investment Advisory
New York
$557K – – –
CFO
678
Callan Family Office
Pennsylvania
$552K +$431K +1,705 New
SAM
679
SignalPoint Asset Management
Missouri
$551K +$506 +2 +0.1%
VAS
680
Vestmark Advisory Solutions
Massachusetts
$550K +$430K +1,699 New
AC
681
AXQ Capital
New Jersey
$549K -$2.93M -11,573 -87%
PAI
682
Pittenger & Anderson Inc
Nebraska
$547K -$817K -3,230 -66%
AC
683
Avestar Capital
New York
$547K +$427K +1,689 New
MC
684
Moors & Cabot
Massachusetts
$547K +$427K +1,688 New
LCWP
685
Legacy Capital Wealth Partners
Arkansas
$538K -$98.2K -388 -19%
WFC
686
Western Financial Corp
California
$532K +$416K +1,644 New
PCM
687
Penserra Capital Management
California
$530K -$182K -719 -30%
CFG
688
Citizens Financial Group
Rhode Island
$530K -$72.1K -285 -15%
UCB
689
United Community Bank
South Carolina
$529K -$8.85K -35 -2%
GP
690
Geneva Partners
Wisconsin
$529K -$296K -1,170 -42%
BFG
691
Beacon Financial Group
Texas
$526K +$2.28K +9 +0.6%
IA
692
IFP Advisors
Florida
$521K -$72.1K -285 -15%
WAM
693
Weiss Asset Management
Massachusetts
$521K +$407K +1,609 New
BIG
694
Brooklyn Investment Group
New York
$521K -$222K -876 -35%
IAA
695
Independent Advisor Alliance
North Carolina
$518K +$405K +1,600 New
KWA
696
Kingswood Wealth Advisors
California
$513K +$400K +1,583 New
EP
697
Edgestream Partners
New Jersey
$512K -$1.08M -4,289 -73%
DCM
698
Driehaus Capital Management
Illinois
$502K +$392K +1,551 New
EI
699
Ellevest Inc
New York
$500K -$38.5K -152 -9%
AWE
700
Avidian Wealth Enterprises
Texas
$498K +$389K +1,537 New
26 27
28
29 30