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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
776
Boston Family Office
Massachusetts
$571K -$4.06K -100 -0.7%
CCA
777
Checchi Capital Advisers
California
$569K -$14.2K -351 -3%
FAN
778
Financial Advisors Network
California
$567K -$19.2K -473 -3%
STA
779
Summit Trail Advisors
New York
$567K +$547K +13,491 New
SWP
780
Sagespring Wealth Partners
Tennessee
$566K +$127K +3,133 +30%
AAP
781
Arax Advisory Partners
Colorado
$563K -$306K -7,551 -47%
ECM
782
Everence Capital Management
Indiana
$561K -$81.9K -2,020 -13%
MC
783
Miramar Capital
Illinois
$559K -$77.1K -1,900 -13%
4A
784
4Wealth Advisors
Illinois
$557K +$538K +13,254 New
CTC
785
Central Trust Company
Missouri
$552K -$1.62K -40 -0.3%
SC
786
Syon Capital
California
$551K +$29.4K +724 +6%
CT
787
Caldwell Trust
Florida
$549K – – –
VSQM
788
V-Square Quantitative Management
Illinois
$545K -$69.7K -1,717 -12%
HR
789
Hardy Reed
Mississippi
$542K -$203K -4,994 -28%
GRP
790
Global Retirement Partners
California
$542K +$523K +12,898 New
ACM
791
AlphaStar Capital Management
North Carolina
$541K +$523K +12,890 New
GS
792
GTS Securities
Florida
$539K +$48.7K +1,200 +10%
AWP
793
Abacus Wealth Partners
California
$539K +$20.1K +495 +4%
DIA
794
Dana Investment Advisors
Wisconsin
$538K -$1.87K -46 -0.4%
EA
795
Emerald Advisors
Washington
$538K +$7.3K +180 +1%
BFM
796
Boothbay Fund Management
New York
$535K +$149K +3,672 +40%
IF
797
IRON Financial
Illinois
$533K -$1.3K -32 -0.3%
PVI
798
Pine Valley Investments
New Jersey
$532K +$15.1K +373 +3%
NP
799
NorthRock Partners
Minnesota
$532K +$16.2K +399 +3%
UW
800
Unique Wealth
Florida
$525K +$154K +3,784 +43%
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