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Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
751
Quotient Wealth Partners
Texas
$287K +$3.67K +18 +1%
SYBT
752
Stock Yards Bank & Trust
Kentucky
$287K -$162K -795 -37%
HCA
753
Harbour Capital Advisors
Virginia
$287K +$269K +1,320 New
CP
754
Covenant Partners
Tennessee
$286K +$13.3K +65 +5%
MWM
755
Moran Wealth Management
Florida
$286K +$272K +1,333 New
PSP
756
Principal Street Partners
Tennessee
$285K -$266K -1,301 -49%
GI
757
GAMMA Investing
California
$285K +$25.9K +127 +11%
NP
758
NorthRock Partners
Minnesota
$285K +$271K +1,328 New
RTC
759
Real Talk Capital
Tennessee
$283K +$19.2K +94 +8%
SAM
760
Simplify Asset Management
Nevada
$282K +$268K +1,315 New
CA
761
Clearstead Advisors
Ohio
$282K +$6.53K +32 +2%
AO
762
Advisor OS
Illinois
$281K +$612 +3 +0.2%
MFA
763
Mayflower Financial Advisors
Massachusetts
$280K +$3.67K +18 +1%
GH
764
GAM Holding
Switzerland
$280K +$266K +1,303 New
LAS
765
Legacy Advisory Services
Pennsylvania
$277K – – –
MCM
766
Moore Capital Management
New York
$277K -$765K -3,747 -74%
NRC
767
New Republic Capital
North Carolina
$274K +$4.08K +20 +2%
AWM
768
AE Wealth Management
Kansas
$273K +$28.2K +138 +12%
FLPIM
769
F.L. Putnam Investment Management
Massachusetts
$271K -$20.4K -100 -7%
BHIA
770
Birch Hill Investment Advisors
Massachusetts
$270K – – –
MTWM
771
Masso Torrence Wealth Management
New Jersey
$270K +$15.3K +75 +6%
KAM
772
Kazazian Asset Management
Florida
$268K – – –
IAS
773
IMA Advisory Services
Colorado
$265K +$48.2K +236 +24%
OL
774
Optas LLC
Texas
$265K +$26.1K +128 +12%
TPCW
775
TD Private Client Wealth
New York
$265K +$38.8K +190 +18%
29 30
31
32 33