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Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
1476
Evergreen Wealth Solutions
Pennsylvania
$1.84M -$112K -279 -6%
TWM
1477
TriaGen Wealth Management
California
$1.84M -$13.6K -34 -0.7%
DFG
1478
Delta Financial Group
New Jersey
$1.83M +$3.21K +8 +0.2%
SMH
1479
Sanders Morris Harris
Texas
$1.83M – – –
RA
1480
RFG Advisory
Alabama
$1.83M +$585K +1,458 +46%
MA
1481
Mutual Advisors
Nebraska
$1.83M -$212K -528 -10%
MTIC
1482
Missouri Trust & Investment Company
Missouri
$1.81M -$401 -1 -0%
CWM
1483
Chemistry Wealth Management
New York
$1.81M -$97.9K -244 -5%
BFG
1484
Beacon Financial Group
Texas
$1.81M +$30.1K +75 +2%
GA
1485
Geller Advisors
New York
$1.8M -$672K -1,674 -27%
CCA
1486
Cobblestone Capital Advisors
New York
$1.8M -$8.03K -20 -0.4%
SNB
1487
Security National Bank
Nebraska
$1.79M – – –
PWMG
1488
Prestige Wealth Management Group
New Jersey
$1.79M +$883K +2,200 +95%
PTP
1489
Platform Technology Partners
New York
$1.79M -$24.1K -60 -1%
PP
1490
Patron Partners
Texas
$1.78M +$9.63K +24 +0.5%
VCM
1491
Vetamer Capital Management
California
$1.78M -$595K -1,482 -25%
CWM
1492
Compass Wealth Management
Connecticut
$1.78M – – –
SIS
1493
Strategic Investment Solutions
Illinois
$1.77M +$1.74M +4,340 +6,200%
SF
1494
Summit Financial
New Jersey
$1.77M +$626K +1,559 +54%
TIMH
1495
Tilt Investment Management Holdings
New York
$1.76M – – –
BTI
1496
Blue Trust Inc
Georgia
$1.75M +$346K +862 +24%
SWM
1497
Sendero Wealth Management
Texas
$1.75M +$59.8K +149 +3%
KI
1498
Kapitalo Investimentos
Brazil
$1.75M +$1.35M +3,367 +321%
WAP
1499
Wealthcare Advisory Partners
Pennsylvania
$1.74M -$47.4K -118 -3%
M
1500
Mirova
France
$1.74M -$2.02M -5,024 -53%
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