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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1401
SSI Investment Management
California
$204K +$184K +715 New
CI
1402
CX Institutional
Indiana
$203K +$66.2K +257 +56%
AWE
1403
Avidian Wealth Enterprises
Texas
$203K +$184K +716 New
FWP
1404
FAS Wealth Partners
Kansas
$201K -$25.8K -100 -12%
FFG
1405
Frisch Financial Group
New York
$201K +$182K +706 New
WDA
1406
Wendell David Associates
New Hampshire
$200K -$70.8K -275 -28%
SC
1407
Skylands Capital
Wisconsin
$199K – – –
SWM
1408
Selective Wealth Management
Virginia
$199K +$180K +700 New
HWA
1409
HHM Wealth Advisors
Tennessee
$198K – – –
GI
1410
Gradient Investments
Minnesota
$193K -$20.6K -80 -11%
IAS
1411
IMA Advisory Services
Colorado
$191K -$3.86K -15 -2%
CA
1412
Crewe Advisors
Utah
$190K – – –
BWM
1413
BerganKDV Wealth Management
Minnesota
$187K -$103K -400 -38%
MAWCM
1414
Mine & Arao Wealth Creation & Management
California
$185K -$773 -3 -0.5%
PWMG
1415
Prestige Wealth Management Group
New Jersey
$182K +$11.8K +46 +8%
TWM
1416
Tradition Wealth Management
Minnesota
$179K -$39.2K -152 -19%
MHR
1417
Matthew Hamilton Rosenberg
$176K – – –
EW
1418
Evoke Wealth
California
$173K -$32.2K -125 -17%
ATC
1419
Adirondack Trust Company
New York
$173K +$67K +260 +75%
FNBOSM
1420
First National Bank of South Miami
Florida
$171K +$75K +291 +94%
CFG
1421
CKW Financial Group
Hawaii
$170K -$12.9K -50 -8%
SAS
1422
Stelac Advisory Services
New York
$168K – – –
ST
1423
Smithfield Trust
Pennsylvania
$165K -$77.3K -300 -34%
TC
1424
Truvestments Capital
Florida
$164K +$52K +202 +54%
CFD
1425
Creative Financial Designs
Indiana
$163K -$14.2K -55 -9%
55 56
57
58 59