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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
926
GC Wealth Management RIA
Massachusetts
$6.37M -$3.76M -50,624 -38%
FTWA
927
Fifth Third Wealth Advisors
Ohio
$6.33M -$90.2K -1,215 -1%
RPC
928
Rossmore Private Capital
Connecticut
$6.31M +$901K +12,147 +17%
NC
929
NewSquare Capital
Pennsylvania
$6.31M -$2.42M -32,571 -28%
CWS
930
Confluence Wealth Services
Pennsylvania
$6.3M -$171K -2,300 -3%
MYIA
931
Mount Yale Investment Advisors
Colorado
$6.29M +$2.82M +38,018 +87%
EPW
932
Evolve Private Wealth
California
$6.29M +$6.06M +81,676 New
FFP
933
FourThought Financial Partners
Florida
$6.29M -$6.02M -81,134 -50%
GIC
934
Generali Investments CEE
Czech Republic
$6.28M -$1.67M -22,548 -22%
TWC
935
TD Waterhouse Canada
Ontario, Canada
$6.25M -$1.65M -22,201 -21%
LIM
936
Leavell Investment Management
Alabama
$6.25M -$468K -6,309 -7%
FAB
937
First American Bank
Illinois
$6.25M -$46.3K -624 -0.8%
BB
938
Berkshire Bank
Massachusetts
$6.25M -$632K -8,522 -10%
MMA
939
Miracle Mile Advisors
California
$6.24M +$303K +4,082 +5%
LDB
940
Lee, Danner & Bass
Tennessee
$6.22M -$270K -3,636 -4%
MFIM
941
Mesirow Financial Investment Management
Illinois
$6.21M -$1.04M -14,032 -15%
FA
942
Fagan Associates
New York
$6.17M +$263K +3,540 +5%
ITC
943
Inspire Trust Company
Nevada
$6.16M – – –
TE
944
Tema ETFs
New York
$6.15M -$17.5K -236 -0.3%
MGIA
945
Matthew Goff Investment Advisor
Texas
$6.12M -$174K -2,340 -3%
CCG
946
Cypress Capital Group
Florida
$6.11M +$103K +1,382 +2%
FPF
947
First Pacific Financial
Washington
$6.11M -$139K -1,874 -2%
WAP
948
Wealthcare Advisory Partners
Pennsylvania
$6.11M -$651K -8,775 -10%
MFG
949
Monte Financial Group
Connecticut
$6.1M -$26.3K -354 -0.4%
KWM
950
Kingsview Wealth Management
Oregon
$6.1M +$65.1K +878 +1%
36 37
38
39 40