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Name Holding Trade Value Shares
Change 		Change in
Stake
TP
626
Truvvo Partners
New York
$498K – – –
DJYG
627
David J. Yvars Group
Florida
$492K +$498K +2,215 New
IA
628
Insight Advisors
Pennsylvania
$492K +$498K +2,215 New
AS
629
Altshuler Shaham
Israel
$487K -$73.2K -326 -13%
RCAG
630
Rehmann Capital Advisory Group
Michigan
$487K -$16.4K -73 -6%
EI
631
Ethic Inc
New York
$483K +$190K +846 +64%
FFS
632
Founders Financial Securities
Maryland
$482K +$27.2K +121 +6%
MS
633
Maven Securities
Jersey
$479K +$173K +771 +57%
PWA
634
Phoenix Wealth Advisors
North Carolina
$476K +$481K +2,142 New
IIA
635
IPG Investment Advisors
California
$475K +$480K +2,135 New
HFM
636
Harvest Fund Management
China
$474K -$117K -519 -20%
SSWM
637
Sheets Smith Wealth Management
North Carolina
$468K -$4.04K -18 -0.8%
CF
638
Centaurus Financial
California
$466K -$245K -1,092 -34%
AWS
639
AJ Wealth Strategies
New York
$463K – – –
MAFM
640
Mid Atlantic Financial Management
Pennsylvania
$462K -$11.7K -52 -2%
ST
641
Smithfield Trust
Pennsylvania
$458K +$1.12K +5 +0.2%
WAM
642
Wolverine Asset Management
Illinois
$455K -$4.76M -21,181 -91%
SCA
643
Snowden Capital Advisors
New York
$454K -$16.8K -75 -4%
OPS
644
Orion Portfolio Solutions
Nebraska
$454K +$41.6K +185 +10%
SFS
645
Sowell Financial Services
Arkansas
$453K -$192K -856 -30%
VFM
646
Vivid Financial Management
California
$453K -$50.8K -226 -10%
FT
647
Fiduciary Trust
Massachusetts
$449K +$162K +720 +55%
BW
648
Bison Wealth
Georgia
$448K +$453K +2,015 New
WEC
649
Winslow Evans & Crocker
Massachusetts
$447K -$305K -1,360 -40%
RFMS
650
RWQ Financial Management Services
Florida
$439K +$444K +1,975 New
24 25
26
27 28