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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
776
SHP Wealth Management
Massachusetts
$192K -$27.3K -148 -10%
UB
777
UMB Bank
Missouri
$165K -$58.4K -316 -22%
HNB
778
Huntington National Bank
Ohio
$160K -$63.2K -342 -24%
GITFIT
779
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$158K +$46.2K +250 +31%
OL
780
OneFund LLC
Florida
$155K +$8.87K +48 +5%
AF
781
Advisornet Financial
Minnesota
$154K +$127K +686 +202%
GCM
782
Gladstone Capital Management
United Kingdom
$150K -$5.62M -30,397 -97%
WPWM
783
Western Pacific Wealth Management
Illinois
$143K – – –
MG
784
Mather Group
Illinois
$142K -$107K -579 -38%
OCM
785
Osbon Capital Management
Massachusetts
$138K – – –
IA
786
IFP Advisors
Florida
$126K -$37.3K -202 -19%
WWM
787
Wolff Wiese Magana
California
$123K -$176K -954 -54%
HIIFS
788
Harel Insurance Investments & Financial Services
Israel
$122K +$151K +817 New
CSPIA
789
Cary Street Partners Investment Advisory
Virginia
$115K -$5.91K -32 -4%
MPWT
790
MassMutual Private Wealth & Trust
Connecticut
$112K -$43.8K -237 -24%
WAG
791
Wilkerson Advisory Group
Missouri
$112K +$128K +691 +1,304%
SIS
792
Sound Income Strategies
Florida
$110K +$24.6K +133 +22%
CH
793
Cromwell Holdings
Wyoming
$106K -$33.1K -179 -20%
C
794
Covestor
United Kingdom
$105K -$31K -168 -19%
API
795
Asset Planning Inc
California
$104K – – –
TFA
796
Transamerica Financial Advisors
Florida
$104K -$404K -2,189 -76%
HCM
797
Hollencrest Capital Management
California
$101K -$254K -1,373 -67%
CFO
798
CVA Family Office
Colorado
$98.3K -$17.4K -94 -13%
GAM
799
Generali Asset Management
Italy
$96.1K -$3.7K -20 -3%
SS
800
SBI Securities
Japan
$94.4K -$4.07K -22 -3%
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