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Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
1376
Cerity Partners OCIO
New York
$504K -$45.6K -173 -9%
TPCW
1377
TD Private Client Wealth
New York
$502K -$263 -1 -0.1%
KFI
1378
Key Financial Inc
Pennsylvania
$497K +$7.9K +30 +2%
WA
1379
Wealth Advisors
California
$496K +$132K +500 +43%
GL
1380
Graypoint LLC
New York
$495K – – –
BCP
1381
Blackhawk Capital Partners
Wisconsin
$491K +$286K +1,085 +91%
PIA
1382
Pinion Investment Advisors
Kansas
$484K – – –
FFG
1383
Fortem Financial Group
California
$480K -$86.4K -328 -17%
BWA
1384
BDO Wealth Advisors
Florida
$480K -$45.6K -173 -10%
LC
1385
Lindbrook Capital
California
$478K +$64.8K +246 +18%
HFP
1386
Holistic Financial Partners
Indiana
$475K +$4.74K +18 +1%
PCG
1387
Private Capital Group
Connecticut
$475K +$51.6K +196 +14%
CL
1388
Choreo LLC
Illinois
$473K -$337K -1,280 -44%
SC
1389
SouthState Corp
Florida
$471K +$369K +1,399 +700%
OFW
1390
Omnia Family Wealth
Florida
$470K -$20.3K -77 -5%
ASA
1391
Armstrong Shaw Associates
Connecticut
$470K – – –
OHS
1392
Odey Holdings (Switzerland)
Switzerland
$470K – – –
BO
1393
BRR OpCo
Ohio
$470K +$75.6K +287 +22%
MFG
1394
Merit Financial Group
Georgia
$469K – – –
SIM
1395
Sonora Investment Management
Arizona
$465K +$59K +224 +17%
CG
1396
CFO4Life Group
Texas
$464K +$16.3K +62 +4%
VNA
1397
Valley National Advisers
Pennsylvania
$464K +$22.9K +87 +6%
FBFS
1398
First Business Financial Services
Wisconsin
$461K – – –
GSWM
1399
Golden State Wealth Management
California
$460K +$1.32K +5 +0.3%
CAG
1400
Csenge Advisory Group
Florida
$458K +$25.3K +96 +7%
54 55
56
57 58