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Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
726
Gryphon Financial Partners
Ohio
$556K +$29.5K +2,189 +6%
MC
727
Moors & Cabot
Massachusetts
$554K -$89.9K -6,660 -14%
BWM
728
Bernicke Wealth Management
Wisconsin
$553K +$10.7K +792 +2%
FFWM
729
Future Financial Wealth Management
Ohio
$552K -$1.09K -81 -0.2%
AGM
730
Alpine Global Management
New York
$551K +$535K +39,650 New
NSAM
731
North Star Asset Management
Wisconsin
$546K +$40 +3 +0%
FM
732
Foster & Motley
Ohio
$546K -$50K -3,706 -9%
FHA
733
Flagship Harbor Advisors
Massachusetts
$544K +$7.45K +552 +1%
EFL
734
ERn Financial LLC
Wisconsin
$542K +$931 +69 +0.2%
LCM
735
Laurion Capital Management
New York
$538K +$522K +38,700 New
LCGC
736
Legacy Capital Group California
California
$536K +$78K +5,783 +18%
CIC
737
Carnegie Investment Counsel
Ohio
$534K -$46.9K -3,478 -8%
IPW
738
Impact Partnership Wealth
Georgia
$533K +$129K +9,560 +33%
KCM
739
Kathmere Capital Management
Pennsylvania
$533K +$211K +15,629 +69%
SWASL
740
Spartan Wealth Advisory Services LLC
Michigan
$527K +$6.91K +512 +1%
MWM
741
Mission Wealth Management
California
$522K +$281K +20,827 +124%
HSA
742
HBK Sorce Advisory
Pennsylvania
$521K +$41.3K +3,058 +9%
MAM
743
MMA Asset Management
Pennsylvania
$519K +$90.9K +6,738 +22%
SSA
744
Schonfeld Strategic Advisors
New York
$519K +$504K +37,350 New
AWM
745
Aprio Wealth Management
Georgia
$518K -$36.3K -2,694 -7%
AWA
746
Arbor Wealth Advisors
Michigan
$517K – – –
FCBT
747
First Citizens Bank & Trust
North Carolina
$515K +$259K +19,199 +108%
CI
748
Cigna Investments
Connecticut
$515K -$11.1K -821 -2%
SFG
749
Southern Financial Group
Alabama
$513K +$29.1K +2,157 +6%
KWM
750
Kaydan Wealth Management
Michigan
$511K +$18.3K +1,353 +4%
28 29
30
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