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Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1226
High Net Worth Advisory Group
Florida
$658K -$21.6K -104 -3%
IWP
1227
Icon Wealth Partners
Texas
$657K +$643K +3,094 New
MAG
1228
MRA Advisory Group
New Jersey
$656K -$269K -1,296 -30%
ISWM
1229
Independent Solutions Wealth Management
New York
$654K +$61.3K +295 +11%
UAS
1230
United Asset Strategies
New York
$654K -$27.4K -132 -4%
MP
1231
McDonald Partners
Ohio
$652K -$1.04K -5 -0.2%
MG
1232
Mather Group
Illinois
$652K -$260K -1,249 -29%
LWMG
1233
Levy Wealth Management Group
Pennsylvania
$652K -$6.44K -31 -1%
BFA
1234
Bill Few Associates
Pennsylvania
$652K +$44.9K +216 +8%
VC
1235
Vestor Capital
Illinois
$651K -$6.86K -33 -1%
CA
1236
Cambridge Advisors
Nebraska
$650K – – –
T
1237
TRUADVICE
Florida
$648K +$15K +72 +2%
CWM
1238
Connecticut Wealth Management
Connecticut
$648K -$68.4K -329 -10%
WAG
1239
Windsor Advisory Group
Ohio
$646K -$8.31K -40 -1%
SRC
1240
Sage Rhino Capital
California
$645K +$9.97K +48 +2%
SAM
1241
SignalPoint Asset Management
Missouri
$644K – – –
VA
1242
Valmark Advisers
Ohio
$644K -$6.03K -29 -0.9%
KCM
1243
Kornitzer Capital Management
Kansas
$643K – – –
IA
1244
IFG Advisory
Georgia
$642K -$8.52K -41 -1%
SWS
1245
SYSTM Wealth Solutions
Illinois
$641K -$1.25M -6,012 -67%
HWP
1246
Highline Wealth Partners
California
$640K +$416 +2 +0.1%
RC
1247
Rovin Capital
Arizona
$638K -$84.8K -408 -12%
TFA
1248
Toth Financial Advisory
Virginia
$638K +$4.78K +23 +0.8%
GPCM
1249
Granite Point Capital Management
Massachusetts
$637K -$416K -2,000 -40%
VWM
1250
Venturi Wealth Management
Texas
$636K -$64.2K -309 -9%
48 49
50
51 52