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Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
651
Ausdal Financial Partners
Iowa
$1.28M +$432K +12,660 +63%
SF
652
Synovus Financial
Georgia
$1.27M -$63.7K -1,870 -5%
TFS
653
TrustCore Financial Services
Tennessee
$1.26M +$102K +3,000 +10%
WAM
654
Wealthspire Advisors (Maryland)
Maryland
$1.26M -$8.86K -260 -0.8%
FIM
655
Frontier Investment Management
Texas
$1.26M -$68.2K -2,000 -6%
HWA
656
HCR Wealth Advisors
California
$1.25M -$49.4K -1,450 -4%
SSWM
657
Sheets Smith Wealth Management
North Carolina
$1.24M +$37.8K +1,110 +4%
CWM
658
Confluence Wealth Management
Oregon
$1.23M -$14.3K -420 -1%
CMBA
659
C.M. Bidwell & Associates
Hawaii
$1.23M -$130K -3,800 -11%
O
660
OppenheimerFunds
New York
$1.22M -$69.2K -2,030 -6%
MMG
661
Monetary Management Group
Missouri
$1.22M +$1.06M +31,200 New
GCM
662
Graham Capital Management
Connecticut
$1.21M -$136K -4,000 -11%
PAG
663
Private Advisory Group
Washington
$1.2M +$1.05M +30,770 New
SG
664
StoneX Group
New York
$1.2M +$225K +6,600 +28%
FMLI
665
Fukoku Mutual Life Insurance
Japan
$1.19M +$375K +11,000 +56%
GW
666
GW & Wade
Massachusetts
$1.18M – – –
PP
667
Prudential plc
United Kingdom
$1.18M – – –
MCWS
668
McKinley Carter Wealth Services
West Virginia
$1.17M – – –
LWAC
669
Laurel Wealth Advisors (California)
California
$1.17M +$341 +10 +0%
MRCM
670
M&R Capital Management
New Jersey
$1.17M -$5.11K -150 -0.5%
CRWM
671
Castle Rock Wealth Management
California
$1.16M -$557K -16,340 -35%
NL
672
NWAM LLC
Washington
$1.16M +$256K +7,500 +34%
FIG
673
FundX Investment Group
California
$1.15M +$370K +10,850 +58%
GRP
674
Global Retirement Partners
California
$1.15M +$528K +15,500 +111%
PFGIA
675
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M -$29K -850 -3%
25 26
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