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Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
951
Peapack-Gladstone Financial Corp
New Jersey
$371K -$413K -3,586 -56%
ZIM
952
Zacks Investment Management
Illinois
$371K +$323K +2,805 New
WCA
953
Westover Capital Advisors
Delaware
$370K – – –
ACM
954
Adalta Capital Management
New York
$368K -$339K -2,940 -51%
EPA
955
Element Pointe Advisors
Florida
$365K -$4.5K -39 -1%
XSC
956
X-Square Capital
Puerto Rico
$365K -$13.8K -120 -4%
MWM
957
Modern Wealth Management
Kansas
$365K +$17.8K +154 +6%
MW
958
Marcum Wealth
Ohio
$363K +$9.92K +86 +3%
BCM
959
Brookstone Capital Management
Illinois
$362K +$316K +2,737 New
SAM
960
Sompo Asset Management
Japan
$361K -$212K -1,840 -40%
BCM
961
BluePointe Capital Management
California
$354K +$309K +2,678 New
RC
962
RBF Capital
California
$354K +$308K +2,675 New
AWM
963
Alterna Wealth Management
Texas
$353K +$308K +2,673 New
IWN
964
Independent Wealth Network
Iowa
$352K -$25.6K -222 -8%
CCG
965
Capital CS Group
California
$351K +$306K +2,656 New
DWA
966
Douglass Winthrop Advisors
New York
$350K -$28.8K -250 -9%
MWM
967
Modera Wealth Management
New Jersey
$347K +$303K +2,627 New
ICP
968
Interchange Capital Partners
Pennsylvania
$347K -$2.88K -25 -0.9%
EWM
969
Endowment Wealth Management
Wisconsin
$346K -$31.4K -272 -9%
EWM
970
Empirical Wealth Management
Washington
$346K -$14.2K -123 -4%
SWTS
971
Stonehaven Wealth & Tax Solutions
Wisconsin
$345K -$53.2K -461 -15%
ACA
972
Aptus Capital Advisors
Alabama
$345K -$76.7K -665 -20%
CI
973
Corient IA
Florida
$344K +$300K +2,600 New
TSWM
974
Tyler-Stone Wealth Management
Ohio
$344K – – –
CCA
975
Checchi Capital Advisers
California
$343K +$299K +2,597 New
37 38
39
40 41