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Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
551
Texas Yale Capital Corp
Florida
$736K +$358K +10,381 +97%
WWM
552
Western Wealth Management
Colorado
$735K +$61.2K +1,771 +9%
MWM
553
Massachusetts Wealth Management
Massachusetts
$732K +$10.4K +300 +1%
XF
554
XML Financial
Maryland
$729K -$242K -7,012 -25%
CFA
555
Capstone Financial Advisors
Illinois
$728K – – –
MSE
556
MUFG Securities EMEA
United Kingdom
$727K -$36.3K -1,050 -5%
FT
557
Fiduciary Trust
Massachusetts
$727K -$264K -7,639 -27%
MGWM
558
Marks Group Wealth Management
Minnesota
$726K +$222K +6,440 +45%
PCA
559
Pallas Capital Advisors
Massachusetts
$723K +$717K +20,774 New
VF
560
Virtu Financial
New York
$722K +$716K +20,741 New
KPWS
561
Kestra Private Wealth Services
Texas
$720K -$88.6K -2,566 -11%
CA
562
Carson Advisory
Georgia
$714K +$126K +3,655 +22%
WANY
563
Wealthspire Advisors (New York)
New York
$709K +$63.2K +1,831 +10%
EF
564
Empirical Finance
Pennsylvania
$708K +$21.1K +610 +3%
DWP
565
Daymark Wealth Partners
Ohio
$705K -$244K -7,069 -26%
VCA
566
Verdence Capital Advisors
Maryland
$703K -$25.2K -729 -3%
BSA
567
Bull Street Advisors
Georgia
$695K -$5.87K -170 -0.8%
VA
568
Vident Advisory
Georgia
$695K -$25.7K -745 -4%
CFG
569
Citizens Financial Group
Rhode Island
$691K +$188K +5,437 +38%
EFG
570
Everest Financial Group
Minnesota
$689K +$6.04K +175 +0.9%
WW
571
Winnow Wealth
Texas
$689K +$7.08K +205 +1%
EWM
572
Empirical Wealth Management
Washington
$688K +$225K +6,519 +49%
4A
573
4Wealth Advisors
Illinois
$688K +$653K +18,905 New
SW
574
SlateStone Wealth
Florida
$687K +$6.8K +197 +1%
KCP
575
Kera Capital Partners
California
$681K +$455K +13,185 +207%
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