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Name Holding Trade Value Shares
Change 		Change in
Stake
AFNAS
1301
American Financial Network Advisory Services
California
$231K -$515K -2,996 -68%
BSA
1302
Braun Stacey Associates
New York
$231K +$237K +1,381 New
GEA
1303
Glen Eagle Advisors
New Jersey
$230K -$4.64K -27 -2%
HFP
1304
Holistic Financial Partners
Indiana
$230K -$859 -5 -0.4%
BO
1305
BRR OpCo
Ohio
$228K -$21.8K -127 -9%
KPW
1306
Kore Private Wealth
New York
$228K +$11.9K +69 +5%
BWM
1307
BT Wealth Management
Georgia
$226K – – –
HI
1308
Hendershot Investments
Virginia
$226K – – –
PCG
1309
Private Capital Group
Connecticut
$225K -$8.08K -47 -3%
TFCP
1310
Twin Focus Capital Partners
Massachusetts
$225K +$231K +1,343 New
NB
1311
Nicolet Bankshares
Wisconsin
$224K -$11.2K -65 -5%
LF
1312
Lantz Financial
Illinois
$223K +$9.97K +58 +5%
SWP
1313
Strategic Wealth Partners
Ohio
$223K +$102K +595 +30%
FMBTD
1314
First Midwest Bank Trust Division
Illinois
$222K +$1.72K +10 +0.8%
PWAG
1315
Polaris Wealth Advisory Group
California
$222K +$230K +1,338 New
NCM
1316
Next Capital Management
New York
$220K -$17.4K -101 -7%
ACM
1317
Azimuth Capital Management
Michigan
$220K +$2.58K +15 +1%
CRC
1318
Curi RMB Capital
Illinois
$220K +$226K +1,316 New
GPC
1319
Glacier Peak Capital
Washington
$219K -$1.04M -6,076 -82%
F
1320
F3Logic
Minnesota
$219K -$58.3K -339 -21%
SXL
1321
Summit X LLC
Missouri
$216K -$2.06K -12 -0.9%
AA
1322
Apriem Advisors
California
$215K -$337K -1,960 -60%
IDA
1323
Intelligence Driven Advisers
California
$215K -$3.78K -22 -2%
GBA
1324
Garrison Bradford & Associates
New York
$214K +$220K +1,280 New
GBBWRPM
1325
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$212K -$37.8K -220 -15%
51 52
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