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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1801
Garde Capital
Washington
$832K -$179K -3,501 -18%
YWP
1802
YorkBridge Wealth Partners
New York
$832K -$30.7K -600 -4%
XT
1803
XTX Topco
Cayman Islands
$831K +$444K +8,680 +116%
LWM
1804
Lyell Wealth Management
California
$828K -$121K -2,365 -13%
SMH
1805
Sanders Morris Harris
Texas
$828K – – –
MA
1806
MONECO Advisors
Connecticut
$824K -$11.9K -233 -1%
FPCP
1807
Fort Point Capital Partners
California
$823K -$120K -2,342 -13%
GWM
1808
Gray Wealth Management
Maine
$822K -$5.47K -107 -0.7%
EA
1809
Elm Advisors
California
$821K -$10.5K -205 -1%
BWM
1810
Birchcreek Wealth Management
Ohio
$820K +$23.5K +459 +3%
LAM
1811
L2 Asset Management
Massachusetts
$817K -$372K -7,283 -31%
TPWA
1812
TRUE Private Wealth Advisors
Oregon
$817K +$21.9K +429 +3%
FFC
1813
First Financial Corp
Indiana
$815K – – –
PA
1814
PSI Advisors
Florida
$815K +$148K +2,887 +22%
HPWM
1815
Highland Private Wealth Management
Washington
$813K +$3.37K +66 +0.4%
COF
1816
Capital One Financial
Virginia
$812K +$10.4K +204 +1%
PIM
1817
Platinum Investment Management
Australia
$811K – – –
OWP
1818
Obermeyer Wealth Partners
Colorado
$810K +$39.6K +775 +5%
BFA
1819
Beacon Financial Advisory
Ohio
$809K +$48.1K +940 +6%
CIA
1820
Cladis Investment Advisory
Montana
$808K +$802K +15,693 New
PMG
1821
ProVise Management Group
Florida
$808K -$195K -3,822 -20%
BFPW
1822
BOK Financial Private Wealth
Colorado
$808K -$409 -8 -0.1%
CA
1823
Cornerstone Advisory
Maryland
$808K +$460 +9 +0.1%
6F
1824
626 Financial
Michigan
$808K +$802K +15,688 New
RHBC
1825
R.H. Bluestein & Co
Michigan
$797K -$25.6K -500 -3%
71 72
73
74 75