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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
751
Americana Partners
Texas
$343K +$153K +724 +71%
AC
752
AlphaCore Capital
California
$340K +$71.1K +336 +24%
CF
753
Centaurus Financial
California
$335K -$81.4K -385 -18%
PFS
754
Prospera Financial Services
Texas
$335K -$685K -3,239 -66%
WANY
755
Wealthspire Advisors (New York)
New York
$334K +$186K +880 +108%
TCM
756
Teza Capital Management
Illinois
$332K +$133K +629 +60%
JRPIM
757
Journey Retirement Planning & Investment Management
Idaho
$332K +$356K +1,683 New
CIM
758
Cambria Investment Management
California
$331K +$355K +1,680 New
DAS
759
Dynamic Advisor Solutions
Arizona
$329K -$6.35K -30 -2%
WSFS
760
Wilmington Savings Fund Society
Delaware
$328K -$22.4K -106 -6%
SYBT
761
Stock Yards Bank & Trust
Kentucky
$328K +$69K +326 +24%
HFAS
762
Hummer Financial Advisory Services
Illinois
$325K – – –
LAM
763
LECAP Asset Management
United Kingdom
$323K +$346K +1,637 New
IPW
764
Impact Partnership Wealth
Georgia
$322K +$147K +694 +74%
PA
765
PFG Advisors
Arizona
$322K -$27.1K -128 -7%
1WA
766
180 Wealth Advisors
Washington
$317K +$2.33K +11 +0.7%
QPWM
767
Quadrant Private Wealth Management
Pennsylvania
$316K +$50.1K +237 +17%
TWC
768
TD Waterhouse Canada
Ontario, Canada
$315K +$212 +1 +0.1%
FISPB
769
Fideuram - Intesa Sanpaolo Private Banking
$314K +$337K +1,594 New
MIM
770
Moseley Investment Management
Florida
$314K -$8.04K -38 -2%
FFN
771
Focus Financial Network
Minnesota
$312K +$137K +647 +69%
ATC
772
Argent Trust Co
Tennessee
$312K +$10.4K +49 +3%
AHL
773
Abel Hall LLC
Louisiana
$312K +$335K +1,582 New
WFI
774
West Family Investments
California
$310K -$154K -730 -32%
NWAG
775
Net Worth Advisory Group
Utah
$310K +$333K +1,572 New
29 30
31
32 33