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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
701
Globeflex Capital
California
$761K – – –
FIC
702
FCG Investment Company
Tennessee
$761K +$705K +2,173 New
AWS
703
Atria Wealth Solutions
New York
$758K -$1M -3,091 -59%
RCA
704
Roberts Capital Advisors
Colorado
$758K – – –
OPWM
705
Oxinas Partners Wealth Management
Indiana
$753K -$141K -434 -17%
JSSH
706
J. Safra Sarasin Holding
$751K +$278K +857 +66%
WA
707
WPG Advisers
Maryland
$751K -$188K -579 -21%
CPBTD
708
Central Pacific Bank - Trust Division
Hawaii
$750K -$310K -955 -31%
NG
709
Norden Group
Utah
$741K +$127K +392 +23%
FHA
710
First Horizon Advisors
Tennessee
$738K +$67.1K +207 +11%
CIC
711
Cornercap Investment Counsel
Georgia
$736K -$311K -959 -31%
BFG
712
Beacon Financial Group
Texas
$736K +$19.8K +61 +3%
WSFS
713
Wilmington Savings Fund Society
Delaware
$730K -$121K -374 -15%
FRA
714
Frank Rimerman Advisors
California
$727K +$147K +452 +28%
KCM
715
Kathmere Capital Management
Pennsylvania
$726K -$584K -1,801 -46%
WIA
716
Wealthedge Investment Advisors
New York
$725K +$183K +563 +37%
RS
717
R Squared
Hong Kong
$723K +$669K +2,064 New
AWA
718
Arete Wealth Advisors
Illinois
$720K +$666K +2,055 New
HH
719
Hilltop Holdings
Texas
$718K +$230K +708 +53%
IFS
720
Integrated Financial Solutions
Virginia
$713K +$660K +2,037 New
PWS
721
Precision Wealth Strategies
Missouri
$712K -$1.12M -3,452 -63%
GI
722
GAMMA Investing
California
$712K +$57.1K +176 +9%
MCM
723
Manchester Capital Management
Vermont
$710K -$154K -476 -19%
ACP
724
Aviance Capital Partners
Florida
$701K +$260K +803 +67%
FPAS
725
Focus Partners Advisor Solutions
Missouri
$701K -$59.3K -183 -8%
27 28
29
30 31