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First Horizon

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
601
SJS Investment Consulting
Ohio
$1.12K
IPS
602
Investors Portfolio Services
Washington
$1.09K +$1.02K +46 New
SC
603
Swan Capital
Florida
$986
AGWCA
604
Annis Gardner Whiting Capital Advisors
Florida
$909 +$847 +38 New
SFG
605
Strive Financial Group
Indiana
$884 +$825 +37 New
AF
606
Advisornet Financial
Minnesota
$837
HIA
607
HFM Investment Advisors
New Jersey
$741
OC
608
Optima Capital
Oregon
$722 +$669 +30 New
BHWM
609
Bay Harbor Wealth Management
Maryland
$721 +$156 +7 +30%
HFS
610
Hughes Financial Services
Virginia
$717
BWL
611
Bogart Wealth LLC
Virginia
$669
PWA
612
Principia Wealth Advisory
Texas
$669 +$312 +14 +100%
EB
613
Eastern Bank
Massachusetts
$550 +$513 +23 New
FC
614
Financial Consulate
Maryland
$502 -$334 -15 -42%
DF
615
DecisionPoint Financial
Arizona
$502
CPG
616
Cornerstone Planning Group
New Jersey
$411 +$268 +12 +240%
DF
617
Dunhill Financial
United Kingdom
$247 +$223 +10 New
CIAM
618
Caitong International Asset Management
Hong Kong
$215 -$245 -11 -55%
TPCW
619
TD Private Client Wealth
New York
$215
RJA
620
Ross\Johnson & Associates
Minnesota
$191 +$178 +8 New
MCM
621
MV Capital Management
Maryland
$120
ACA
622
American Capital Advisory
Idaho
$96 +$89 +4 New
HWP
623
Highline Wealth Partners
California
$24
ACL
624
Azora Capital LP
Florida
-$60.3M -2,668,701 Closed
AU
625
Algebris (UK)
United Kingdom
-$21.8M -963,300 Closed