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Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
701
Gill Capital Partners
Colorado
$525K – – –
BF
702
BOK Financial
Oklahoma
$524K +$6.1K +32 +1%
SAM
703
Smartleaf Asset Management
Massachusetts
$523K +$44.6K +234 +10%
BEI
704
Benjamin Edwards Inc
Missouri
$520K +$83.7K +439 +21%
QI
705
Qtron Investments
Massachusetts
$520K +$52.1K +273 +12%
GWM
706
Gibbs Wealth Management
Georgia
$519K -$176K -924 -27%
LA
707
LVW Advisors
New York
$512K +$25.4K +133 +6%
UB
708
UMB Bank
Missouri
$511K +$3.81K +20 +0.8%
SCA
709
Snowden Capital Advisors
New York
$510K +$37.6K +197 +9%
FCM
710
Fieldview Capital Management
Michigan
$510K +$471K +2,472 New
TGY2IT
711
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$503K +$172K +900 +59%
AG
712
Ascent Group
Virginia
$495K +$39.3K +206 +9%
TC
713
TwinBeech Capital
New York
$495K -$12.5M -65,425 -96%
AFA
714
Avant Financial Advisors
Texas
$495K – – –
HI
715
Hudock Inc
Pennsylvania
$494K +$456K +2,393 New
AWM
716
Aprio Wealth Management
Georgia
$486K +$110K +575 +32%
AIM
717
Anchor Investment Management
South Carolina
$484K +$447K +2,345 New
FFN
718
Focus Financial Network
Minnesota
$477K +$138K +725 +46%
CIA
719
Concurrent Investment Advisors
Florida
$476K -$398K -2,085 -47%
KAS
720
KPP Advisory Services
Kentucky
$474K -$1.72K -9 -0.4%
QF
721
QVT Financial
New York
$473K +$437K +2,290 New
ITFISA
722
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$469K +$62.9K +330 +17%
SAI
723
Savvy Advisors Inc
New York
$463K +$55.9K +293 +15%
WWM
724
Whalen Wealth Management
Nevada
$456K +$422K +2,212 New
P8IP
725
Pier 88 Investment Partners
California
$454K -$648K -3,397 -61%
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