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Name Holding Trade Value Shares
Change 		Change in
Stake
XS
701
XR Securities
Illinois
$698K -$527K -6,438 -49%
CL
702
Choreo LLC
Illinois
$698K +$32.8K +401 +7%
KWM
703
Kingsview Wealth Management
Oregon
$689K +$199K +2,438 +60%
FMWA
704
Forvis Mazars Wealth Advisors
Missouri
$686K +$529K +6,463 New
SI
705
Stephens Inc
Arkansas
$684K -$507K -6,196 -49%
SGA
706
Strategic Global Advisors
California
$679K -$90.9K -1,111 -15%
SC
707
Savant Capital
Illinois
$677K +$188K +2,299 +56%
GWM
708
Geneos Wealth Management
Colorado
$677K +$55.7K +681 +12%
CIA
709
Cladis Investment Advisory
Montana
$677K -$209K -2,550 -29%
CWM
710
Cordatus Wealth Management
Pennsylvania
$674K – – –
SEIA
711
Signature Estate & Investment Advisors
California
$674K +$3.52K +43 +0.7%
VF
712
VitalStone Financial
Texas
$674K -$38.5K -470 -7%
JSL
713
JT Stratford LLC
Georgia
$673K +$97.3K +1,189 +23%
RCAG
714
Rehmann Capital Advisory Group
Michigan
$659K -$11.5K -141 -2%
CWM
715
Congress Wealth Management
Massachusetts
$656K +$506K +6,184 New
SIM
716
Sentry Investment Management
Wisconsin
$654K +$504K +6,164 New
RCA
717
Ranch Capital Advisors
Florida
$643K -$12.6K -154 -2%
SIA
718
SkyView Investment Advisors
New Jersey
$637K +$491K +6,000 New
SCP
719
Steamboat Capital Partners
New York
$636K +$490K +5,992 New
AI
720
ArchPoint Investors
Florida
$633K -$813K -9,940 -63%
UAG
721
United Advisor Group
Ohio
$631K +$487K +5,949 New
SF
722
Summit Financial
New Jersey
$622K +$127K +1,550 +36%
GA
723
Geller Advisors
New York
$620K +$478K +5,839 New
BPA
724
Beacon Pointe Advisors
California
$615K -$54.6K -667 -10%
HCP
725
Hardin Capital Partners
South Carolina
$608K +$90.6K +1,107 +25%
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