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Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
876
Matrix Private Capital Group
New York
$313K -$96.1K -2,718 -25%
SLA
877
Silver Lake Advisory
Utah
$312K +$286K +8,102 New
CWS
878
Confluence Wealth Services
Pennsylvania
$309K +$284K +8,024 New
SCM
879
Stevens Capital Management
Pennsylvania
$309K +$283K +8,012 New
CI
880
Conning Inc
Connecticut
$308K -$16.3K -460 -5%
ICG
881
InterOcean Capital Group
Tennessee
$307K +$17.7K +502 +7%
CCM
882
Check Capital Management
California
$305K – – –
RG
883
Rathbones Group
United Kingdom
$304K -$695K -19,652 -71%
RFN
884
RDA Financial Network
Iowa
$304K -$2.83K -80 -1%
IAP
885
Indie Asset Partners
Indiana
$304K – – –
CFS
886
Commonwealth Financial Services
West Virginia
$304K – – –
OL
887
Optas LLC
Texas
$302K +$3.18K +90 +1%
PFS
888
Prospera Financial Services
Texas
$299K +$1.34K +38 +0.5%
MWA
889
Midland Wealth Advisors
Illinois
$299K -$22K -622 -7%
IPW
890
Impact Partnership Wealth
Georgia
$298K +$259K +7,322 +1,831%
WPW
891
Waldron Private Wealth
Pennsylvania
$296K +$2.4K +68 +0.9%
DCM
892
DGS Capital Management
New Jersey
$294K +$269K +7,618 New
AA
893
AlphaQ Advisors
Florida
$293K +$269K +7,604 New
AR
894
Apeiron RIA
Texas
$290K +$2.76K +78 +1%
WBC
895
Westpac Banking Corp
Australia
$288K +$6.08K +172 +2%
FFA
896
First Foundation Advisors
California
$288K +$8.34K +236 +3%
IA
897
IFP Advisors
Florida
$288K -$31.8K -900 -11%
GSC
898
Grey Street Capital
Illinois
$287K +$263K +7,444 New
HSA
899
HBK Sorce Advisory
Pennsylvania
$287K +$263K +7,442 New
CAG
900
Crestwood Advisors Group
Massachusetts
$286K +$262K +7,414 New
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