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Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
626
Retirement Planning Company of New England
Rhode Island
$991K +$70.7K +864 +10%
GIA
627
Gladstone Institutional Advisory
Florida
$988K +$43K +526 +6%
WA
628
Wealth Alliance
New York
$982K +$69.2K +846 +10%
IFWM
629
Institute for Wealth Management
Colorado
$973K +$280K +3,418 +59%
B
630
Birchbrook
Maine
$967K -$23.7K -290 -3%
PI
631
PFG Investments
New York
$965K -$39.3K -480 -5%
LOIM
632
Liberty One Investment Management
Illinois
$953K -$20K -245 -3%
VSQM
633
V-Square Quantitative Management
Illinois
$947K – – –
RS
634
Rakuten Securities
Japan
$941K -$132K -1,618 -15%
PA
635
Parallel Advisors
California
$939K +$44.3K +542 +7%
BWM
636
Bulltick Wealth Management
Florida
$939K -$2.59M -31,621 -78%
A
637
AJOVista
Massachusetts
$937K +$723K +8,834 New
DIM
638
DLK Investment Management
California
$934K – – –
MFG
639
Merit Financial Group
Georgia
$930K -$25.9K -317 -3%
GAG
640
GM Advisory Group
New York
$925K +$376K +4,600 +112%
NL
641
NKCFO LLC
Illinois
$925K +$623K +7,615 +692%
AWM
642
Apollon Wealth Management
South Carolina
$923K +$712K +8,696 New
FF
643
Fluent Financial
Texas
$920K -$204K -2,499 -22%
P
644
&Partners
Tennessee
$917K +$132K +1,611 +23%
CCM
645
Cohen Capital Management
California
$907K -$235K -2,878 -25%
NS
646
NBC Securities
Alabama
$903K +$40.4K +494 +6%
TC
647
TAGStone Capital
North Carolina
$902K +$696K +8,502 New
PP
648
Prudential plc
United Kingdom
$897K +$341K +4,170 +97%
SRL
649
Scientech Research LLC
New Jersey
$891K +$687K +8,395 New
SP
650
Saranac Partners
$889K – – –
24 25
26
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