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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
801
Realta Investment Advisors
Delaware
$1.08M +$2.22K +100 +0.2%
FCM
802
Fortis Capital Management
Washington
$1.07M +$288K +12,960 +40%
CWM
803
Circle Wealth Management
New Jersey
$1.07M +$67.7K +3,050 +7%
OCM
804
One Capital Management
California
$1.07M +$128K +5,760 +15%
GCM
805
Glynn Capital Management
California
$1.06M – – –
GC
806
GFG Capital
Florida
$1.05M +$195K +8,770 +25%
BFEC
807
Benjamin F. Edwards & Company
Missouri
$1.05M +$59.1K +2,660 +6%
DA
808
DCF Advisers
Connecticut
$1.04M -$755K -34,000 -44%
TFA
809
Toth Financial Advisory
Virginia
$1.03M +$550K +24,750 +130%
IFWM
810
Institute for Wealth Management
Colorado
$1.03M +$17.1K +770 +2%
CC
811
Centiva Capital
New York
$1.02M +$965K +43,450 New
AWM
812
Avitas Wealth Management
California
$1.02M +$960K +43,230 New
TSS
813
Two Sigma Securities
New York
$1.01M -$3.45M -155,390 -78%
FMAEN1
814
Fund Management at Engine No 1
California
$1.01M -$46.6K -2,100 -5%
SLI
815
Sumitomo Life Insurance
Japan
$1M -$96.2K -4,330 -9%
WA
816
Wealth Alliance
New York
$999K +$235K +10,580 +33%
SAM
817
Sycomore Asset Management
France
$997K -$3.12M -140,600 -76%
PWMAG
818
Pinnacle Wealth Management Advisory Group
New Jersey
$996K +$155K +6,960 +20%
C
819
Certuity
Florida
$994K +$524K +23,580 +132%
HVP
820
Hudson Value Partners
Florida
$990K – – –
OP
821
Oldfield Partners
United Kingdom
$989K -$111K -5,000 -11%
IWM
822
IHT Wealth Management
Illinois
$983K +$403K +18,140 +77%
QI
823
Qtron Investments
Massachusetts
$981K +$486K +21,900 +111%
FOA
824
Five Oceans Advisors
California
$979K +$924K +41,580 New
GG
825
Gofen & Glossberg
Illinois
$976K -$15.5K -700 -2%
31 32
33
34 35