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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
851
GC Wealth Management RIA
Massachusetts
$621K -$637K -1,320 -52%
VCP
852
Verus Capital Partners
Arizona
$619K +$249K +515 +75%
CCM
853
Corsair Capital Management
New York
$618K +$290K +600 +100%
SW
854
SVB Wealth
Massachusetts
$617K -$1.45M -3,006 -72%
SIS
855
Sound Income Strategies
Florida
$615K +$330K +683 +134%
DE
856
Defiance ETFs
New York
$613K +$169K +350 +48%
JWCA
857
J.W. Cole Advisors
Florida
$610K -$87.4K -181 -13%
SAM
858
Sagewood Asset Management
New York
$607K +$140K +291 +33%
EW
859
Expressive Wealth
Illinois
$606K +$86.4K +179 +18%
RCA
860
Resonant Capital Advisors
Wisconsin
$604K +$104K +216 +23%
SOAM
861
SBI Okasan Asset Management
Japan
$600K +$212K +439 +58%
SFG
862
Stonebridge Financial Group
California
$597K +$559K +1,159 New
CI
863
Conning Inc
Connecticut
$594K +$111K +231 +25%
VSQM
864
V-Square Quantitative Management
Illinois
$593K +$49.7K +103 +10%
WG
865
Warner Group
Connecticut
$593K +$555K +1,150 New
VFG
866
Victory Financial Group
Texas
$591K +$85.4K +177 +18%
LA
867
LM Advisors
California
$590K -$127K -264 -19%
EW
868
Element Wealth
Mississippi
$589K +$552K +1,144 New
WWM
869
Whalen Wealth Management
Nevada
$589K -$438K -907 -44%
PP
870
PDS Planning
Ohio
$585K +$96K +199 +21%
ICM
871
Ionic Capital Management
New York
$584K – – –
OL
872
Optas LLC
Texas
$578K +$93.6K +194 +21%
HSA
873
HBK Sorce Advisory
Pennsylvania
$575K +$67.1K +139 +11%
CP
874
Canopy Partners
Ohio
$572K +$18.3K +38 +4%
OL
875
Odyssean LLC
Connecticut
$570K +$207K +429 +63%
33 34
35
36 37