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Name Holding Trade Value Shares
Change 		Change in
Stake
RG
926
Rathbones Group
United Kingdom
$489K +$119K +247 +35%
FPAS
927
Focus Partners Advisor Solutions
Missouri
$484K -$322K -667 -42%
CMBA
928
C.M. Bidwell & Associates
Hawaii
$483K +$57.9K +120 +15%
NWAG
929
Net Worth Advisory Group
Utah
$482K -$33.3K -69 -7%
OF
930
Optimize Financial
California
$480K -$1.45K -3 -0.3%
SCS
931
Sound Capital Solutions
Florida
$480K +$450K +932 New
CCA
932
Checchi Capital Advisers
California
$479K +$448K +929 New
AWM
933
Angeles Wealth Management
California
$477K +$35.7K +74 +9%
AHL
934
Abel Hall LLC
Louisiana
$471K +$153K +316 +53%
GS
935
GWN Securities
Florida
$469K +$67.1K +139 +18%
WI
936
Westbourne Investments
Virginia
$464K +$48.3K +100 +13%
LI
937
LRI Investments
Florida
$463K -$250K -517 -37%
EC
938
EntryPoint Capital
New York
$455K +$426K +883 New
TAM
939
Tucker Asset Management
Colorado
$449K +$420K +871 New
ATS
940
Ashton Thomas Securities
New York
$447K +$56K +116 +15%
PCG
941
Prosperity Consulting Group
Maryland
$446K +$174K +360 +71%
EPW
942
Evolve Private Wealth
California
$444K -$246K -510 -37%
WA
943
Waverly Advisors
Alabama
$443K +$134K +278 +48%
TWM
944
Tradition Wealth Management
Minnesota
$441K +$11.6K +24 +3%
WIM
945
Westside Investment Management
California
$441K +$38.6K +80 +10%
CCA
946
Childress Capital Advisors
Texas
$440K +$160K +332 +64%
RWP
947
Revolve Wealth Partners
New Jersey
$438K +$11.1K +23 +3%
GIC
948
Generali Investments CEE
Czech Republic
$438K -$121K -250 -23%
BFG
949
Berger Financial Group
Minnesota
$436K +$5.79K +12 +1%
EWA
950
EverSource Wealth Advisors
Alabama
$435K -$12.5K -26 -3%
36 37
38
39 40