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IDCC

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
476
1620 Investment Advisors
Massachusetts
$79.3K – – –
CIAM
477
Caitong International Asset Management
Hong Kong
$76.1K +$68.6K +194 +431%
LWMI
478
Legacy Wealth Management (Idaho)
Idaho
$71.3K +$77.8K +220 +5,500%
VCM
479
Versant Capital Management
Arizona
$70.7K – – –
CA
480
CoreCap Advisors
Michigan
$66.5K -$12.7K -36 -15%
UFF
481
USA Financial Formulas
Michigan
$65.6K -$58.3K -165 -44%
GWP
482
Gen-Wealth Partners
Michigan
$65.3K +$72.5K +205 New
PMIM
483
Prudent Man Investment Management
Colorado
$63.7K – – –
CA
484
Clearstead Advisors
Ohio
$63K +$24K +68 +52%
RFA
485
Reyes Financial Architecture
California
$59.5K -$50.9K -144 -44%
SL
486
Salomon & Ludwin
Virginia
$58.8K – – –
PA
487
Parallel Advisors
California
$58.6K +$354 +1 +0.5%
GJIA
488
Glass Jacobson Investment Advisors
Maryland
$55.7K – – –
EC
489
Elequin Capital
New York
$54.8K +$60.8K +172 New
SCM
490
Sterling Capital Management
North Carolina
$53.8K +$37.5K +106 +168%
GWSA
491
Global Wealth Strategies & Associates
Colorado
$53.5K – – –
GWM
492
Greenline Wealth Management
Florida
$48K +$53.4K +151 New
AAP
493
Arax Advisory Partners
Colorado
$46.8K -$85.2K -241 -62%
MCM
494
MAI Capital Management
Ohio
$46.8K +$3.18K +9 +7%
HFS
495
Hantz Financial Services
Michigan
$43K +$32.5K +92 +219%
FC
496
Financial Consulate
Maryland
$41.1K +$45.6K +129 New
UB
497
UMB Bank
Missouri
$37.6K -$1.77K -5 -4%
CFB
498
Cullen/Frost Bankers
Texas
$34.9K +$6.01K +17 +18%
LSA
499
Leonteq Securities AG
Switzerland
$34.7K -$82.4K -233 -68%
CAM
500
Costello Asset Management
Pennsylvania
$31.8K – – –
18 19
20
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