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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
776
Forefront Wealth Partners
Texas
$478K +$33.3K +152 +8%
CCA
777
Catalyst Capital Advisors
New York
$477K +$426K +1,945 New
TC
778
TownSquare Capital
Utah
$473K +$7.88K +36 +2%
SIM
779
Seaview Investment Managers
Florida
$468K +$418K +1,910 New
SAM
780
Simplify Asset Management
Nevada
$468K +$74.4K +340 +22%
OAM
781
Ostrum Asset Management
France
$466K – – –
DAS
782
Dynamic Advisor Solutions
Arizona
$465K -$8.31K -38 -2%
GT
783
Greenleaf Trust
Michigan
$462K -$10.9K -50 -3%
PPW
784
Parcion Private Wealth
Washington
$457K +$408K +1,864 New
PP
785
PDS Planning
Ohio
$453K +$5.47K +25 +1%
WANY
786
Wealthspire Advisors (New York)
New York
$446K -$13.8K -63 -3%
WFI
787
West Family Investments
California
$446K +$160K +733 +68%
TL
788
Tradewinds LLC
North Carolina
$445K +$170K +779 +77%
PCM
789
Polymer Capital Management
New York
$443K +$395K +1,805 New
PCIA
790
Prime Capital Investment Advisors
Kansas
$442K -$45.3K -207 -10%
HFAS
791
Hummer Financial Advisory Services
Illinois
$442K – – –
LAM
792
L2 Asset Management
Massachusetts
$442K +$44.8K +205 +13%
IB
793
Intrust Bank
Kansas
$442K -$1.53K -7 -0.4%
RWM
794
Ritholtz Wealth Management
New York
$441K -$6.56K -30 -2%
SP
795
SIH Partners
Delaware
$439K +$391K +1,788 New
PCS
796
Personal CFO Solutions
New Jersey
$438K -$75K -343 -16%
SPIA
797
Steward Partners Investment Advisory
New York
$437K -$27.6K -126 -7%
IWA
798
Icon Wealth Advisors
Texas
$434K +$150K +684 +63%
SIAP
799
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$434K – – –
IP
800
Indivisible Partners
Florida
$432K -$33.5K -153 -8%
30 31
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