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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
751
Fortem Financial Group
California
$663K +$70.4K +3,700 +10%
FFWM
752
Future Financial Wealth Management
Ohio
$661K -$46.1K -2,427 -6%
XT
753
XTX Topco
Cayman Islands
$657K -$202K -10,612 -21%
APP
754
Avantax Planning Partners
Iowa
$657K +$137K +7,188 +23%
PWM
755
Palumbo Wealth Management
New York
$650K -$611K -32,109 -45%
SA
756
Strategic Advisors
New York
$649K +$13.9K +733 +2%
S
757
SignatureFD
Georgia
$647K +$18.7K +983 +3%
IWP
758
Insight Wealth Partners
Texas
$646K +$727K +38,214 New
SWM
759
Sculati Wealth Management
Michigan
$645K – – –
SWM
760
Silverlake Wealth Management
Vermont
$644K +$69K +3,630 +11%
TW
761
TrinityPoint Wealth
Connecticut
$644K +$208K +10,942 +40%
WAAG
762
Wealth Alliance Advisory Group
Kansas
$641K +$17.8K +934 +3%
SCM
763
Southport Capital Management
Tennessee
$640K -$1.45M -76,389 -67%
AB
764
Atlas Brown
Kentucky
$640K +$2.53K +133 +0.4%
RSWM
765
Robertson Stephens Wealth Management
California
$640K +$15.3K +807 +2%
FPAS
766
Focus Partners Advisor Solutions
Missouri
$636K +$715K +37,604 New
BCM
767
Bluefin Capital Management
New York
$634K -$21.7M -1,140,133 -97%
CP
768
Camelot Portfolios
Ohio
$633K -$72.6K -3,820 -9%
VHAM
769
Van Hulzen Asset Management
California
$631K +$38K +2,000 +6%
AWA
770
Acorn Wealth Advisors
Michigan
$630K +$1.25K +66 +0.2%
GCAC
771
Guardian Capital Advisors (Canada)
Ontario, Canada
$630K +$98.9K +5,200 +15%
CAAS
772
Capital Asset Advisory Services
Michigan
$627K +$119K +6,273 +20%
DA
773
Duality Advisers
Florida
$627K +$706K +37,106 New
BCP
774
Berkeley Capital Partners
Georgia
$625K +$703K +36,946 New
CAG
775
Crestwood Advisors Group
Massachusetts
$622K -$456 -24 -0.1%
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