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Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1726
Optas LLC
Texas
$6.7M -$224K -367 -3%
GJWM
1727
Gilliland Jeter Wealth Management
Arkansas
$6.7M +$90.5K +148 +1%
GP
1728
Greenline Partners
New York
$6.69M -$132K -216 -2%
BIG
1729
Boothe Investment Group
Delaware
$6.69M +$1.15M +1,882 +19%
MFG
1730
Magnus Financial Group
New York
$6.69M +$289K +473 +4%
QT
1731
Quantbot Technologies
New York
$6.68M +$6.44M +10,538 +793%
CM
1732
Capula Management
Cayman Islands
$6.68M -$750K -1,226 -9%
UAG
1733
United Advisor Group
Ohio
$6.67M +$48.3K +79 +0.7%
PL
1734
Plancorp LLC
Missouri
$6.67M +$787K +1,287 +15%
QWM
1735
Quadcap Wealth Management
Texas
$6.66M +$427K +698 +6%
NG
1736
NWK Group
California
$6.66M +$27.5K +45 +0.4%
GC
1737
Garde Capital
Washington
$6.66M +$543K +888 +8%
SC
1738
Scholtz & Company
Connecticut
$6.65M -$1.97M -3,214 -21%
SCS
1739
Sound Capital Solutions
Florida
$6.64M +$7.21M +11,787 New
BFO
1740
Biltmore Family Office
North Carolina
$6.63M -$615K -1,005 -8%
WA
1741
Wealth Alliance
New York
$6.6M -$1.21M -1,984 -14%
SW
1742
SkyOak Wealth
Michigan
$6.6M -$77.7K -127 -1%
NG
1743
Navigation Group
California
$6.59M +$42.2K +69 +0.6%
ACM
1744
Alcosta Capital Management
California
$6.56M -$413K -676 -5%
PVI
1745
Partners Value Investments
Bermuda
$6.54M – – –
PFA
1746
Pure Financial Advisors
California
$6.51M +$815K +1,333 +13%
VWM
1747
VCI Wealth Management
Missouri
$6.51M +$1.76M +2,875 +33%
CWM
1748
Circle Wealth Management
New Jersey
$6.51M -$1.71M -2,798 -20%
MIM
1749
Marco Investment Management
Georgia
$6.5M +$95.4K +156 +1%
MFS
1750
Mirabella Financial Services
United Kingdom
$6.5M +$3.95M +6,466 +127%
68 69
70
71 72