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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
2051
Simon Quick Advisors
New Jersey
$39K +$1K +5 +3%
DWA
2052
Delos Wealth Advisors
Texas
$38K – – –
FEG
2053
Financial Enhancement Group
Indiana
$38K – – –
MAM
2054
Marquette Asset Management
Minnesota
$38K – – –
SA
2055
SRH Advisors
Kansas
$38K – – –
WFA
2056
West Financial Advisors
Iowa
$38K – – –
CCA
2057
Column Capital Advisors
Indiana
$37K -$77.3K -385 -67%
BBPWM
2058
Blue Bell Private Wealth Management
Pennsylvania
$36K +$11.2K +56 +42%
RA
2059
Rational Advisors
New York
$35K +$14.9K +74 +67%
GCS
2060
Gordian Capital (Singapore)
Singapore
$34K -$187K -930 -85%
TIM
2061
Tortoise Investment Management
New York
$34K – – –
DFCM
2062
Dark Forest Capital Management
Puerto Rico
$34K +$36.3K +181 New
RCG
2063
Rock Creek Group
District of Columbia
$33K -$25.7K -128 -43%
CQS
2064
Credential Qtrade Securities
$30.6K -$1.41K -7 -4%
BDS
2065
Banco de Sabadell
Florida
$30K -$19.1K -95 -38%
TCWA
2066
Ten Capital Wealth Advisors
Washington
$30K +$1.61K +8 +5%
LAS
2067
Lloyd Advisory Services
Georgia
$30K +$28.5K +142 +1,092%
SWM
2068
Selective Wealth Management
Virginia
$29K -$74.3K -370 -71%
CFN
2069
Cordasco Financial Network
Florida
$29K – – –
S
2070
Surevest
California
$29K – – –
WWP
2071
WR Wealth Planners
Missouri
$27.8K +$29.1K +145 New
CWAF
2072
Core Wealth Advisors (Florida)
Florida
$27K – – –
CWM
2073
CarsonAllaria Wealth Management
Illinois
$27K +$201 +1 +0.7%
SAM
2074
Strategic Asset Management
Minnesota
$27K +$1K +5 +4%
MRG
2075
Milestone Resources Group
British Virgin Islands
$25K -$146K -729 -85%
81 82
83
84 85