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Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
626
M&R Capital Management
New Jersey
$401K +$13.1K +350 +3%
GCM
627
Gallacher Capital Management
Colorado
$400K +$125K +3,351 +47%
LSAG
628
Lake Street Advisors Group
New Hampshire
$399K -$22.5K -601 -5%
PFPT
629
Pinnacle Financial Partners (Tennessee)
Tennessee
$399K +$45.3K +1,213 +13%
WDG
630
Wealth Dimensions Group
Ohio
$397K +$635 +17 +0.2%
AF
631
Allworth Financial
California
$396K +$48.8K +1,305 +14%
FA
632
FDx Advisors
Illinois
$395K – – –
CWS
633
Confluence Wealth Services
Pennsylvania
$394K -$28.2K -756 -7%
SWIG
634
Strategic Wealth Investment Group
Kentucky
$393K +$77.5K +2,075 +25%
WAS
635
WESPAC Advisors SoCal
California
$391K – – –
AWM
636
Accel Wealth Management
Iowa
$390K -$971 -26 -0.3%
ACMA
637
Arbor Capital Management (Alaska)
Alaska
$390K – – –
CI
638
CX Institutional
Indiana
$387K +$31.9K +855 +10%
NB
639
NBT Bank
New York
$383K – – –
SFP
640
Sweet Financial Partners
Minnesota
$382K – – –
HVIA
641
Hudson Valley Investment Advisors
New York
$382K – – –
SPWM
642
Straight Path Wealth Management
Michigan
$381K – – –
EB
643
Eastern Bank
Massachusetts
$379K -$2.88K -77 -0.8%
S
644
Systrade
Liechtenstein
$379K – – –
NSAM
645
North Star Asset Management
Wisconsin
$378K -$75.8K -2,028 -17%
LPAM
646
Lodestar Private Asset Management
California
$377K – – –
WAS
647
Winch Advisory Services
Wisconsin
$377K -$10.3K -275 -3%
CPIG
648
Chicago Partners Investment Group
Illinois
$377K +$80.4K +2,152 +30%
MGWM
649
Marks Group Wealth Management
Minnesota
$375K +$103K +2,767 +39%
VLC
650
Van Leeuwen & Company
New Jersey
$374K – – –
24 25
26
27 28