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Name Holding Trade Value Shares
Change 		Change in
Stake
PIMJS
626
PKO Investment Management Joint-Stock
Poland
$496K -$817K -8,000 -67%
KWM
627
Koa Wealth Management
California
$496K +$409K +4,000 New
FCI
628
Financial Counselors Inc
Kansas
$492K -$3.28M -32,139 -89%
LWA
629
Lantern Wealth Advisors
New York
$484K +$398K +3,900 New
FFN
630
Focus Financial Network
Minnesota
$482K +$397K +3,882 New
AFC
631
AFT Forsyth & Company
Florida
$475K -$102K -995 -21%
MIM
632
Marco Investment Management
Georgia
$472K – – –
TPA
633
Trivium Point Advisory
Connecticut
$471K +$5.41K +53 +1%
JIP
634
Jaffetilchin Investment Partners
Florida
$466K -$14.3K -140 -4%
IPAM
635
ICICI Prudential Asset Management
India
$465K +$30.5K +299 +9%
GT
636
Glenmede Trust
Pennsylvania
$465K -$130K -1,274 -25%
IAA
637
Independent Advisor Alliance
North Carolina
$462K -$1.33K -13 -0.3%
C
638
Certuity
Florida
$453K +$371K +3,635 New
DM
639
Deerfield Management
New York
$452K +$372K +3,640 New
PA
640
Parallel Advisors
California
$448K +$121K +1,189 +49%
BPCA
641
Bank Pictet & Cie (Asia)
Singapore
$446K – – –
ONB
642
Old National Bancorp
Indiana
$445K -$30.8K -301 -8%
PCS
643
Personal CFO Solutions
New Jersey
$440K +$22.3K +218 +7%
DG
644
DMC Group
Alabama
$439K +$362K +3,539 New
GS
645
GTS Securities
Florida
$438K -$918K -8,983 -72%
IPW
646
Invictus Private Wealth
Colorado
$434K -$15.1K -148 -4%
UAML
647
US Asset Management LLC
Pennsylvania
$428K +$353K +3,451 New
GIM
648
Granahan Investment Management
Massachusetts
$426K +$351K +3,436 New
GC
649
Gilbert & Cook
Iowa
$426K +$26.7K +261 +8%
SW
650
SteelPeak Wealth
California
$422K -$109K -1,066 -24%
24 25
26
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