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Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
1851
GYL Financial Synergies
Connecticut
$621K -$317 -3 -0.1%
FCB
1852
First Command Bank
Texas
$620K -$4.12K -39 -0.7%
FCFS
1853
First Command Financial Services
Texas
$620K -$4.12K -39 -0.7%
HPWM
1854
Highland Private Wealth Management
Washington
$620K +$11.4K +108 +2%
OF
1855
Outfitter Financial
Maine
$618K – – –
JGUA
1856
John G. Ullman & Associates
New York
$617K -$5.28K -50 -0.8%
SF
1857
Symphony Financial
Texas
$616K -$96.3K -912 -13%
RCG
1858
Rock Creek Group
District of Columbia
$615K +$153K +1,446 +33%
FA
1859
Fermata Advisors
California
$614K +$127K +1,201 +26%
HC
1860
Hatton Consulting
Arizona
$614K +$393K +3,724 +174%
JWA
1861
JFS Wealth Advisors
Pennsylvania
$613K -$20.8K -197 -3%
EWM
1862
Edge Wealth Management
New York
$613K +$2.64K +25 +0.4%
CFO
1863
Collective Family Office
Pennsylvania
$610K +$79.3K +751 +15%
CG
1864
Corundum Group
Colorado
$609K +$22.6K +214 +4%
WPA
1865
Winning Points Advisors
Florida
$607K -$159K -1,510 -21%
MWM
1866
Modera Wealth Management
New Jersey
$607K +$1.27K +12 +0.2%
IWA
1867
Intercontinental Wealth Advisors
Texas
$606K +$86.9K +823 +17%
EF
1868
Empowered Funds
Pennsylvania
$605K -$250K -2,368 -29%
BWCS
1869
Beirne Wealth Consulting Services
Connecticut
$604K – – –
FCA
1870
FinTrust Capital Advisors
South Carolina
$604K +$71.8K +680 +13%
PAMP
1871
Polar Asset Management Partners
Ontario, Canada
$604K +$608K +5,763 New
SW
1872
SkyOak Wealth
Michigan
$602K -$1.16K -11 -0.2%
SAMT
1873
Select Asset Management & Trust
Pennsylvania
$600K – – –
RAM
1874
Roanoke Asset Management
New Jersey
$597K +$68.6K +650 +13%
SCM
1875
Stevens Capital Management
Pennsylvania
$596K +$601K +5,695 New
73 74
75
76 77