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FSV

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
276
GW&K Investment Management
Massachusetts
$22K +$23.3K +133 New
GWM
277
Geneos Wealth Management
Colorado
$20.6K +$17K +97 +359%
WT
278
Whittier Trust
California
$19.1K – – –
CIAM
279
Caitong International Asset Management
Hong Kong
$17.9K +$18.9K +108 New
WF
280
Wayfinding Financial
Washington
$17K +$18.2K +104 New
CA
281
Centerpoint Advisors
Massachusetts
$16K +$3.15K +18 +23%
CCM
282
Coldstream Capital Management
Washington
$12.9K +$13.7K +78 New
RWS
283
Retirement Wealth Solutions
Wisconsin
$12.8K +$13.5K +77 New
BIG
284
Brooklyn Investment Group
New York
$12.6K +$9.29K +53 +230%
EWA
285
EverSource Wealth Advisors
Alabama
$12.1K +$4.73K +27 +59%
QCG
286
Quadrant Capital Group
Ohio
$9.96K -$1.75K -10 -14%
HC
287
Hurley Capital
New York
$9.79K +$10.3K +59 New
BLC
288
Brown, Lisle/Cummings
Rhode Island
$8.3K – – –
MG
289
Mather Group
Illinois
$7.97K – – –
CPG
290
Cornerstone Planning Group
New Jersey
$7.77K +$4.56K +26 +137%
AF
291
Allworth Financial
California
$7.56K +$876 +5 +13%
LC
292
Lindbrook Capital
California
$6.31K +$6.31K +36 +1,800%
BI
293
Binnacle Investments
Iowa
$6.31K +$6.66K +38 New
IHWM
294
Iron Horse Wealth Management
Iowa
$6.14K – – –
AF
295
Advisornet Financial
Minnesota
$5.81K – – –
SO
296
Sierra Ocean
California
$4.98K -$2.45K -14 -32%
IA
297
IFP Advisors
Florida
$4.79K +$1.4K +8 +38%
WA
298
WPG Advisers
Maryland
$4.32K +$3.68K +21 +420%
NA
299
NewEdge Advisors
Louisiana
$3.49K – – –
MEG
300
Millstone Evans Group
Colorado
$3.15K +$3.33K +19 New
10 11
12
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