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Name Holding Trade Value Shares
Change 		Change in
Stake
BHCM
801
Brevan Howard Capital Management
Jersey
$400K -$1.18M -404 -75%
CAG
802
Crestwood Advisors Group
Massachusetts
$397K -$2.93K -1 -0.7%
WC
803
Wexford Capital
Florida
$397K +$155K +53 +65%
MCM
804
Monument Capital Management
Virginia
$394K -$8.78K -3 -2%
VCP
805
Verus Capital Partners
Arizona
$394K -$8.78K -3 -2%
ZIC
806
ZWJ Investment Counsel
Georgia
$394K – – –
TWM
807
TriaGen Wealth Management
California
$388K – – –
SG
808
Sienna Gestion
France
$388K +$43.9K +15 +13%
GFS
809
GYL Financial Synergies
Connecticut
$385K +$2.93K +1 +0.8%
GWP
810
Gen-Wealth Partners
Michigan
$385K +$76.1K +26 +25%
NP
811
NorthRock Partners
Minnesota
$382K -$11.7K -4 -3%
PP
812
PDS Planning
Ohio
$382K +$5.86K +2 +2%
CWM
813
Chesapeake Wealth Management
Virginia
$379K -$8.78K -3 -2%
FPAS
814
Focus Partners Advisor Solutions
Missouri
$377K +$372K +127 New
SP
815
Sequent Planning
Nebraska
$374K – – –
CG
816
Cynosure Group
Utah
$373K +$70.3K +24 +24%
TCA
817
Transcend Capital Advisors
New Jersey
$373K +$369K +126 New
IGAM
818
iA Global Asset Management
Quebec, Canada
$371K +$366K +125 New
JCIA
819
Jackson Creek Investment Advisors
Colorado
$368K -$386K -132 -52%
DWA
820
Delap Wealth Advisory
Oregon
$368K -$73.2K -25 -17%
PCP
821
Proficio Capital Partners
Massachusetts
$368K +$8.78K +3 +2%
CPW
822
Crestmont Private Wealth
Texas
$365K -$8.78K -3 -2%
MCM
823
Mattern Capital Management
Colorado
$365K +$108K +37 +43%
DLA
824
Douglas Lane & Associates
New York
$362K -$5.86K -2 -2%
GI
825
GAMMA Investing
California
$362K +$55.6K +19 +18%
31 32
33
34 35