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Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
751
Future Financial Wealth Management
Ohio
$661K -$46.1K -2,427 -6%
XT
752
XTX Topco
Cayman Islands
$657K -$202K -10,612 -21%
APP
753
Avantax Planning Partners
Iowa
$657K +$137K +7,188 +23%
PWM
754
Palumbo Wealth Management
New York
$650K -$611K -32,109 -45%
SA
755
Strategic Advisors
New York
$649K +$13.9K +733 +2%
S
756
SignatureFD
Georgia
$647K +$18.7K +983 +3%
IWP
757
Insight Wealth Partners
Texas
$646K +$727K +38,214 New
SWM
758
Sculati Wealth Management
Michigan
$645K – – –
SWM
759
Silverlake Wealth Management
Vermont
$644K +$69K +3,630 +11%
TW
760
TrinityPoint Wealth
Connecticut
$644K +$208K +10,942 +40%
WAAG
761
Wealth Alliance Advisory Group
Kansas
$641K +$17.8K +934 +3%
SCM
762
Southport Capital Management
Tennessee
$640K -$1.45M -76,389 -67%
AB
763
Atlas Brown
Kentucky
$640K +$2.53K +133 +0.4%
RSWM
764
Robertson Stephens Wealth Management
California
$640K +$15.3K +807 +2%
FPAS
765
Focus Partners Advisor Solutions
Missouri
$636K +$715K +37,604 New
BCM
766
Bluefin Capital Management
New York
$634K -$21.7M -1,140,133 -97%
CP
767
Camelot Portfolios
Ohio
$633K -$72.6K -3,820 -9%
VHAM
768
Van Hulzen Asset Management
California
$631K +$38K +2,000 +6%
AWA
769
Acorn Wealth Advisors
Michigan
$630K +$1.25K +66 +0.2%
GCAC
770
Guardian Capital Advisors (Canada)
Ontario, Canada
$630K +$98.9K +5,200 +15%
CAAS
771
Capital Asset Advisory Services
Michigan
$627K +$119K +6,273 +20%
DA
772
Duality Advisers
Florida
$627K +$706K +37,106 New
BCP
773
Berkeley Capital Partners
Georgia
$625K +$703K +36,946 New
CAG
774
Crestwood Advisors Group
Massachusetts
$622K -$456 -24 -0.1%
LGA
775
Lebenthal Global Advisors
New York
$622K +$177K +9,321 +34%
29 30
31
32 33