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Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
676
Kingswood Wealth Advisors
California
$667K +$5.02K +20 +0.8%
FFM
677
Forum Financial Management
Illinois
$664K – – –
A
678
AlphaQuest
New York
$663K +$183K +728 +43%
OF
679
Optimize Financial
California
$658K +$607K +2,418 New
PPWP
680
Premier Path Wealth Partners
New Jersey
$657K +$11.3K +45 +2%
TSS
681
Two Sigma Securities
New York
$656K +$605K +2,412 New
PCM
682
PAR Capital Management
Massachusetts
$653K -$401K -1,600 -40%
WA
683
Waddell & Associates
Tennessee
$650K +$85.5K +341 +17%
TCM
684
Twin Capital Management
Pennsylvania
$650K +$599K +2,390 New
LS
685
Livforsakringsbolaget Skandia
Sweden
$646K – – –
BWP
686
BSW Wealth Partners
Colorado
$645K +$86.8K +346 +17%
AAB
687
ABN AMRO Bank
Netherlands
$642K +$594K +2,368 New
DFCM
688
Dark Forest Capital Management
Puerto Rico
$642K -$816K -3,254 -58%
AWM
689
Axxcess Wealth Management
California
$634K +$584K +2,330 New
AWE
690
Avidian Wealth Enterprises
Texas
$631K +$38.1K +152 +7%
FCM
691
Fieldview Capital Management
Michigan
$624K +$575K +2,293 New
AF
692
Allworth Financial
California
$622K +$235K +935 +69%
TCA
693
Transcend Capital Advisors
New Jersey
$621K +$78.8K +314 +16%
RIM
694
Rakuten Investment Management
Japan
$620K +$1.89M +7,547 New
SFS
695
Sowell Financial Services
Arkansas
$618K +$38.1K +152 +7%
OHWP
696
Oak Harbor Wealth Partners
North Carolina
$617K +$569K +2,268 New
WSFS
697
Wilmington Savings Fund Society
Delaware
$615K -$1.6M -6,377 -74%
AWM
698
Angeles Wealth Management
California
$615K -$21.1K -84 -4%
WWC
699
Waypoint Wealth Counsel
Georgia
$596K +$23.8K +95 +5%
WC
700
Waterloo Capital
Texas
$590K -$111K -444 -17%
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