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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
626
Transamerica Financial Advisors
Florida
$652K +$259K +1,105 +62%
SLI
627
Sumitomo Life Insurance
Japan
$650K +$7.51K +32 +1%
EP
628
Essential Partners
California
$648K -$1.31M -5,604 -66%
VCM
629
Versant Capital Management
Arizona
$646K -$4.93K -21 -0.7%
IAS
630
Insigneo Advisory Services
Florida
$645K -$213K -906 -24%
ECM
631
Evergreen Capital Management
Washington
$640K -$175K -744 -21%
JGC
632
J. Goldman & Co
New York
$640K +$662K +2,824 New
HH
633
Hilltop Holdings
Texas
$634K +$195K +830 +42%
SAM
634
Strategy Asset Managers
California
$628K -$279K -1,191 -30%
BTI
635
Blue Trust Inc
Georgia
$626K -$72.7K -310 -10%
DIM
636
Delta Investment Management
California
$623K +$645K +2,750 New
SCP
637
Sivia Capital Partners
California
$617K -$365K -1,555 -36%
CCAL
638
City Center Advisors LLC
Michigan
$616K +$177K +755 +38%
AAP
639
Arax Advisory Partners
Colorado
$614K -$9.01M -38,426 -93%
AWE
640
Avidian Wealth Enterprises
Texas
$607K +$84.2K +359 +15%
SCA
641
Snowden Capital Advisors
New York
$592K -$59.3K -253 -9%
LGA
642
Lebenthal Global Advisors
New York
$591K +$160K +680 +35%
PPWP
643
Premier Path Wealth Partners
New Jersey
$590K +$45K +192 +8%
AFT
644
Alpha Family Trust
California
$589K – – –
WSFS
645
Wilmington Savings Fund Society
Delaware
$575K +$65.4K +279 +12%
VFA
646
Valeo Financial Advisors
Indiana
$575K +$151K +645 +34%
EI
647
Ellevest Inc
New York
$574K -$495K -2,112 -45%
IAA
648
Independent Advisor Alliance
North Carolina
$571K -$30K -128 -5%
FTWA
649
Fifth Third Wealth Advisors
Ohio
$566K -$33.3K -142 -5%
SFS
650
Sowell Financial Services
Arkansas
$562K +$48.8K +208 +9%
24 25
26
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