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Name Holding Trade Value Shares
Change 		Change in
Stake
IQI
1651
Integrated Quantitative Investments
Washington
$2.45M +$877K +1,569 +58%
TSW
1652
Three Seasons Wealth
Utah
$2.45M -$28.5K -51 -1%
VFA
1653
Voya Financial Advisors
Connecticut
$2.43M -$230K -411 -9%
EPW
1654
Evolve Private Wealth
California
$2.43M +$2.38M +4,249 New
MBT
1655
Montecito Bank & Trust
California
$2.42M -$530K -948 -18%
AF
1656
AGP Franklin
Tennessee
$2.42M +$3.91K +7 +0.2%
BIM
1657
Baldwin Investment Management
Pennsylvania
$2.42M – – –
FMI
1658
Frec Markets Inc
California
$2.42M +$2.37M +4,237 New
AWM
1659
Ameliora Wealth Management
Switzerland
$2.41M – – –
BHPW
1660
Beverly Hills Private Wealth
California
$2.4M +$7.27K +13 +0.3%
CFP
1661
Catalyst Financial Partners
Massachusetts
$2.39M +$273K +489 +13%
AWAU
1662
Alliance Wealth Advisors (Utah)
Utah
$2.39M -$1.25M -2,236 -35%
MAM
1663
Mystic Asset Management
Rhode Island
$2.39M -$14K -25 -0.6%
AO
1664
Advisor OS
Illinois
$2.38M +$72.1K +129 +3%
ES
1665
Element Squared
Minnesota
$2.38M +$50.3K +90 +2%
SCA
1666
Sander Capital Advisors
Washington
$2.37M -$437K -782 -16%
AIP
1667
Alapocas Investment Partners
Massachusetts
$2.37M – – –
RMC
1668
Resources Management Corp
Connecticut
$2.37M +$111K +198 +5%
UWS
1669
Unique Wealth Strategies
Illinois
$2.36M +$16.8K +30 +0.7%
LAM
1670
L2 Asset Management
Massachusetts
$2.36M +$132K +237 +6%
CCA
1671
Corps Capital Advisors
Texas
$2.36M +$477K +854 +26%
YIA
1672
YHB Investment Advisors
Connecticut
$2.35M -$22.9K -41 -1%
SMC
1673
Smith, Moore & Co
Missouri
$2.35M +$44.7K +80 +2%
AIC
1674
Archer Investment Corporation
Indiana
$2.34M -$9.5K -17 -0.4%
SC
1675
Sierra Capital
Florida
$2.34M – – –
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