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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
851
Parcion Private Wealth
Washington
$882K +$41K +89 +8%
KCM
852
Kornitzer Capital Management
Kansas
$880K – – –
QI
853
Qtron Investments
Massachusetts
$872K +$560K +1,214 New
VWA
854
Visionary Wealth Advisors
Illinois
$866K +$196K +424 +54%
HH
855
Hilltop Holdings
Texas
$863K -$392K -849 -41%
RFG
856
Range Financial Group
Oregon
$862K -$1.39M -3,020 -72%
RCA
857
Resonant Capital Advisors
Wisconsin
$857K +$4.15K +9 +0.8%
CAG
858
Csenge Advisory Group
Florida
$854K -$23.5K -51 -4%
WH
859
Willner & Heller
California
$851K +$267K +578 +95%
PAG
860
Private Advisory Group
Washington
$847K +$267K +579 +97%
FHA
861
Flagship Harbor Advisors
Massachusetts
$843K +$235K +509 +77%
LCWP
862
Legacy Capital Wealth Partners
Arkansas
$840K -$65.9K -143 -11%
EA
863
Emerald Advisers
Pennsylvania
$840K +$539K +1,169 New
SAM
864
Simplify Asset Management
Nevada
$840K +$539K +1,169 New
PCMU
865
Paragon Capital Management (Utah)
Utah
$834K -$13.4K -29 -2%
RCAG
866
Rehmann Capital Advisory Group
Michigan
$828K +$11.1K +24 +2%
SMA
867
Seven Mile Advisory
New Jersey
$828K +$531K +1,152 New
CP
868
Canopy Partners
Ohio
$824K +$32.7K +71 +7%
CWIG
869
Chung Wu Investment Group
Texas
$819K +$55.3K +120 +12%
OPWM
870
Oxinas Partners Wealth Management
Indiana
$811K -$472K -1,023 -48%
LFP
871
Leeward Financial Partners
Washington
$809K +$60.4K +131 +13%
EFS
872
Essex Financial Services
Connecticut
$807K +$161K +349 +45%
NWAG
873
Net Worth Advisory Group
Utah
$806K -$29.1K -63 -5%
ACM
874
Adalta Capital Management
New York
$805K +$516K +1,120 New
ECM
875
Eisler Capital Management
United Kingdom
$799K +$513K +1,113 New
33 34
35
36 37