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Name Holding Trade Value Shares
Change 		Change in
Stake
DW30
651
Drucker Wealth 3.0
New Jersey
$624K -$9.16K -102 -1%
UWS
652
Unique Wealth Strategies
Illinois
$620K -$973K -10,835 -61%
IWC
653
Integrated Wealth Concepts
Massachusetts
$616K +$608K +6,768 New
GHI
654
Gross & Hartman Investments
Pennsylvania
$615K -$809 -9 -0.1%
SC
655
Shay Capital
New York
$614K +$606K +6,750 New
DIP
656
Davis Investment Partners
North Carolina
$594K -$410K -4,563 -41%
WFP
657
Worthington Financial Partners
Ohio
$590K +$59.9K +667 +11%
LFG
658
Larson Financial Group
Missouri
$589K +$38.5K +428 +7%
MIP
659
Marietta Investment Partners
Wisconsin
$588K +$16.8K +187 +3%
TWG
660
The Wealth Group
Minnesota
$587K – – –
SL
661
Sentry LLC
Tennessee
$585K – – –
CIA
662
Capital Investment Advisors
Georgia
$584K +$28.4K +316 +5%
IAN
663
Integrated Advisors Network
Texas
$583K +$86.9K +967 +18%
SAM
664
Smartleaf Asset Management
Massachusetts
$576K +$70.3K +782 +14%
BC
665
Bridgefront Capital
Texas
$575K -$1.14M -12,663 -67%
FRA
666
Frank Rimerman Advisors
California
$568K +$19.8K +220 +4%
CFB
667
Cullen/Frost Bankers
Texas
$567K +$50.7K +564 +10%
UB
668
UMB Bank
Missouri
$562K +$15.3K +170 +3%
JCIA
669
Jackson Creek Investment Advisors
Colorado
$559K -$1.17K -13 -0.2%
PFA
670
Pure Financial Advisors
California
$558K +$551K +6,130 New
MA
671
MCF Advisors
Kentucky
$551K +$360K +4,003 +195%
VCM
672
Versant Capital Management
Arizona
$549K +$308K +3,430 +132%
SC
673
Sapient Capital
Indiana
$548K -$39.5K -440 -7%
CAG
674
Crestwood Advisors Group
Massachusetts
$545K +$193K +2,146 +56%
CAM
675
Cidel Asset Management
Ontario, Canada
$544K +$63.8K +710 +13%
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