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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
701
Ignite Planners
California
$602K +$6.28K +53 +1%
STA
702
Summit Trail Advisors
New York
$601K -$6.16K -52 -1%
AWE
703
Avidian Wealth Enterprises
Texas
$601K +$8.29K +70 +1%
S
704
Steadtrust
Texas
$600K +$626K +5,290 New
AIM
705
Allen Investment Management
New York
$597K – – –
S
706
SimplyRich
California
$596K +$117K +992 +23%
QI
707
Qtron Investments
Massachusetts
$590K – – –
HC
708
Hamilton Capital
Ohio
$587K +$203K +1,717 +50%
SC
709
Sepio Capital
Utah
$579K -$595K -5,022 -50%
ST
710
Somerset Trust
Pennsylvania
$579K +$604K +5,101 New
JWM
711
Jeppson Wealth Management
California
$577K -$5.92K -50 -1%
LHWM
712
Lake Hills Wealth Management
Texas
$577K +$247K +2,086 +70%
TI
713
Trexquant Investment
Connecticut
$575K -$9.25M -78,167 -94%
BCM
714
Barden Capital Management
Texas
$574K -$16.7K -141 -3%
WCM
715
Wellington Capital Management
Maryland
$574K +$403K +3,405 New
GWM
716
Geneos Wealth Management
Colorado
$574K -$103K -870 -15%
UCFA
717
United Capital Financial Advisors
Texas
$574K -$17.6K -149 -3%
EWA
718
Evolution Wealth Advisors
Florida
$569K -$103K -870 -15%
CNWM
719
Clay Northam Wealth Management
California
$569K +$29.6K +250 +5%
MA
720
MYDA Advisors
New York
$567K -$2.37M -20,000 -80%
MAMNY
721
Marathon Asset Management (New York)
New York
$567K +$592K +5,000 New
RRWA
722
Rainey & Randall Wealth Advisors
Florida
$566K – – –
MWM
723
Maridea Wealth Management
New York
$558K -$578K -4,886 -50%
BHB
724
Bank Hapoalim BM
Israel
$557K -$11.8K -100 -2%
APWM
725
Argonautica Private Wealth Management
Massachusetts
$556K -$13.9K -117 -2%
27 28
29
30 31