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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1151
Wealthspire Advisors (New York)
New York
$1.3M -$190K -2,271 -12%
SFG
1152
Sterling Financial Group
California
$1.3M – – –
PA
1153
PSI Advisors
Florida
$1.29M +$6.37K +76 +0.4%
PCS
1154
Personal CFO Solutions
New Jersey
$1.29M +$43K +513 +3%
PTC
1155
Private Trust Company
Ohio
$1.29M -$88.1K -1,051 -6%
MGIA
1156
Moneta Group Investment Advisors
Missouri
$1.29M +$62K +739 +4%
LCGC
1157
Legacy Capital Group California
California
$1.28M +$1.45M +17,271 New
SCM
1158
Suvretta Capital Management
New York
$1.28M +$1.2M +14,300 +498%
NED
1159
Nancy E. Dempze
$1.27M +$13.9K +166 +1%
MFG
1160
Magnus Financial Group
New York
$1.27M +$49.2K +587 +4%
SG
1161
Stonnington Group
California
$1.26M -$87.5K -1,043 -6%
IFG
1162
Independent Financial Group
California
$1.26M -$312K -3,722 -18%
HCM
1163
HMS Capital Management
Tennessee
$1.26M -$215K -2,569 -13%
VFPI
1164
Vantage Financial Partners (Illinois)
Illinois
$1.25M -$33.5K -400 -2%
PP
1165
Paloma Partners
Connecticut
$1.24M +$1.38M +16,437 +5,648%
TWA
1166
TCI Wealth Advisors
Arizona
$1.24M -$58.7K -700 -4%
BC
1167
Brookfield Corp
Ontario, Canada
$1.24M +$1.4M +16,697 New
SC
1168
Sepio Capital
Utah
$1.24M -$2.36M -28,092 -63%
CWM
1169
Cornerstone Wealth Management
Missouri
$1.24M +$1.39M +16,626 New
OC
1170
Oarsman Capital
Wisconsin
$1.23M -$163K -1,943 -10%
CA
1171
Clearstead Advisors
Ohio
$1.23M -$467K -5,565 -25%
FCH
1172
Freestone Capital Holdings
Washington
$1.23M +$59.5K +709 +4%
CWM
1173
Centric Wealth Management
Illinois
$1.23M +$62.4K +744 +5%
ESCM
1174
Echo Street Capital Management
New York
$1.23M +$736K +8,775 +113%
FFA
1175
First Foundation Advisors
California
$1.22M -$11M -130,974 -89%
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