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Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
376
Resonant Capital Advisors
Wisconsin
$330K +$8.15K +114 +3%
SIAG
377
Safeguard Investment Advisory Group
California
$327K -$36.8K -515 -11%
RCAG
378
Rehmann Capital Advisory Group
Michigan
$322K +$292K +4,084 New
MCM
379
Manchester Capital Management
Vermont
$322K +$161K +2,254 +123%
WA
380
WealthTrust Axiom
Pennsylvania
$321K – – –
CW
381
CreativeOne Wealth
Kansas
$318K -$95.5K -1,335 -25%
SG
382
StoneX Group
New York
$318K -$214K -2,999 -43%
FCH
383
Freestone Capital Holdings
Washington
$315K -$30.4K -425 -10%
WC
384
Weil Company
California
$315K – – –
S
385
Sunpointe
Missouri
$312K – – –
DOA
386
D'Orazio & Associates
Virginia
$312K +$715 +10 +0.3%
FCBT
387
First Citizens Bank & Trust
North Carolina
$312K +$16.4K +229 +6%
WC
388
Westerkirk Capital
$311K -$328K -4,590 -54%
CWM
389
Cornerstone Wealth Management
Missouri
$310K -$10.2K -142 -3%
FWP
390
Flatrock Wealth Partners
California
$308K +$280K +3,921 New
EWM
391
Empirical Wealth Management
Washington
$308K +$280K +3,913 New
TYCC
392
Texas Yale Capital Corp
Florida
$307K +$50.1K +700 +22%
JF
393
Jump Financial
Illinois
$307K +$279K +3,900 New
SIC
394
Samalin Investment Counsel
New York
$307K +$1.72K +24 +0.6%
SSC
395
Syverson Strege & Co
Iowa
$303K -$3.72K -52 -1%
PFA
396
Pure Financial Advisors
California
$300K +$60.3K +843 +28%
EW
397
Evoke Wealth
California
$297K +$60.3K +843 +29%
SI
398
Stephens Inc
Arkansas
$293K +$266K +3,722 New
KBFS
399
Kohmann Bosshard Financial Services
Ohio
$292K – – –
CRC
400
Curi RMB Capital
Illinois
$291K -$2.07K -29 -0.8%
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16
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