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Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
601
Dorsey & Whitney Trust
South Dakota
$254K -$2.3K -14 -0.9%
CWM
602
Challenger Wealth Management
California
$252K +$246K +1,500 New
SCA
603
Snowden Capital Advisors
New York
$251K +$245K +1,494 New
OAM
604
Oxford Asset Management
United Kingdom
$249K +$243K +1,482 New
WRPWM
605
Werba Rubin Papier Wealth Management
California
$245K +$240K +1,462 New
FHA
606
Flagship Harbor Advisors
Massachusetts
$240K +$235K +1,430 New
GM
607
GeoWealth Management
Illinois
$240K +$8.38K +51 +4%
VFA
608
Valeo Financial Advisors
Indiana
$238K +$233K +1,419 New
IWC
609
Integrated Wealth Concepts
Massachusetts
$237K +$232K +1,412 New
DFCM
610
Dark Forest Capital Management
Puerto Rico
$237K +$232K +1,412 New
SRL
611
Scientech Research LLC
New Jersey
$237K +$232K +1,411 New
LA
612
LVW Advisors
New York
$236K +$231K +1,409 New
KCP
613
Kera Capital Partners
California
$236K +$231K +1,405 New
SAG
614
SageView Advisory Group
California
$229K +$224K +1,366 New
SF
615
Synovus Financial
Georgia
$228K +$224K +1,362 New
C
616
Covestor
United Kingdom
$227K -$86.1K -524 -28%
GS
617
GTS Securities
Florida
$225K -$6.36M -38,711 -97%
SCI
618
S&CO Inc
Massachusetts
$224K +$220K +1,341 New
MAG
619
MRA Advisory Group
New Jersey
$221K +$216K +1,315 New
PCP
620
Proficio Capital Partners
Massachusetts
$219K +$215K +1,308 New
MAWA
621
Moss Adams Wealth Advisors
Washington
$218K +$214K +1,302 New
WFI
622
West Family Investments
California
$217K +$213K +1,294 New
LAM
623
L2 Asset Management
Massachusetts
$213K +$209K +1,272 New
SPIA
624
Steward Partners Investment Advisory
New York
$208K +$81.3K +495 +66%
TPCW
625
TD Private Client Wealth
New York
$206K +$8.05K +49 +4%
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