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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
826
Greenwich Wealth Management
Connecticut
$265K +$207K +818 New
IC
827
Iconiq Capital
California
$265K +$207K +817 New
DWM
828
Drive Wealth Management
Utah
$256K +$200K +789 New
CPA
829
Capital Planning Advisors
California
$256K +$200K +789 New
NIWA
830
New Insight Wealth Advisors
California
$255K -$230K -909 -54%
OCBCO
831
Oversea-Chinese Banking Corp (OCBC)
Singapore
$252K +$197K +779 New
ORG
832
Optimist Retirement Group
Washington
$250K -$355K -1,404 -65%
PTC
833
Private Trust Company
Ohio
$250K -$4.3K -17 -2%
FFA
834
Florida Financial Advisors
Florida
$246K +$192K +760 New
AF
835
Allworth Financial
California
$245K -$34.9K -138 -17%
SA
836
Sovran Advisors
California
$245K +$193K +763 New
RFA
837
Reyes Financial Architecture
California
$241K +$188K +745 New
BW
838
Bison Wealth
Georgia
$239K +$186K +737 New
AWA
839
Amplius Wealth Advisors
Pennsylvania
$238K +$186K +736 New
OWA
840
Opal Wealth Advisors
New York
$237K +$185K +731 New
FI
841
Finivi Inc
Massachusetts
$236K +$184K +729 New
WS
842
Wedbush Securities
California
$236K +$184K +729 New
JSAM
843
J. Safra Asset Management
New York
$236K +$178K +703 New
SAG
844
SageView Advisory Group
California
$234K +$183K +724 New
AA
845
Alta Advisers
United Kingdom
$233K +$55.7K +220 +44%
FOA
846
Five Oceans Advisors
California
$232K +$181K +715 New
IAIM
847
International Assets Investment Management
Florida
$231K -$10.8M -42,536 -98%
MC
848
Machina Capital
France
$227K +$177K +700 New
RCAG
849
Rehmann Capital Advisory Group
Michigan
$227K +$177K +700 New
MSFS
850
Main Street Financial Solutions
Pennsylvania
$226K +$176K +697 New
32 33
34
35 36