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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1651
TownSquare Capital
Utah
$8.51M -$9.22M -13,810 -52%
AWC
1652
Abundance Wealth Counselors
Pennsylvania
$8.49M +$2.4M +3,589 +28%
TFA
1653
Transamerica Financial Advisors
Florida
$8.49M -$439K -658 -5%
CWM
1654
Circle Wealth Management
New Jersey
$8.49M -$586K -878 -6%
CA
1655
Cornerstone Advisory
Maryland
$8.49M -$217K -325 -2%
TGY2IT
1656
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$8.47M +$8.57M +12,838 New
APW
1657
Aventura Private Wealth
Florida
$8.47M -$512K -767 -6%
CCT
1658
Chemung Canal Trust
New York
$8.45M +$1.82M +2,729 +27%
SIM
1659
Seaview Investment Managers
Florida
$8.45M +$1.07M +1,603 +14%
SCM
1660
Summerhill Capital Management
Ontario, Canada
$8.42M +$64.1K +96 +0.8%
CAU
1661
Caxton Associates (UK)
$8.42M -$17.8M -26,618 -68%
WA
1662
Wealth Alliance
New York
$8.41M -$196K -294 -2%
CA
1663
CV Advisors
Florida
$8.39M -$121K -181 -1%
AA
1664
Advisory Alpha
Michigan
$8.38M +$984K +1,473 +13%
SLG
1665
Stanley-Laman Group
Pennsylvania
$8.38M -$171K -256 -2%
RCA
1666
Resonant Capital Advisors
Wisconsin
$8.37M -$307K -460 -4%
CHAM
1667
Clear Harbor Asset Management
Connecticut
$8.34M +$351K +526 +4%
SVWAG
1668
Sound View Wealth Advisors Group
Georgia
$8.3M -$120K -179 -1%
CWP
1669
Concord Wealth Partners
Virginia
$8.29M +$742K +1,111 +10%
AFWM
1670
Arta Finance Wealth Management
California
$8.29M +$8.38M +12,555 New
GMFG
1671
Greater Midwest Financial Group
Minnesota
$8.26M +$2.07M +3,094 +33%
BIMC
1672
Benson Investment Management Company
Virginia
$8.25M +$222K +333 +3%
SBWIC
1673
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.24M +$240K +360 +3%
JC
1674
JB Capital
Connecticut
$8.23M +$2.13M +3,192 +34%
SAM
1675
Sompo Asset Management
Japan
$8.23M -$761K -1,140 -8%
65 66
67
68 69