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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
801
Capital Wealth Planning
Florida
$1.36M +$323K +11,530 +33%
QCG
802
Quadrant Capital Group
Ohio
$1.35M +$187K +6,680 +17%
CCS
803
Crosspoint Capital Strategies
California
$1.35M +$1.29M +45,850 New
DT
804
Diversified Trust
Tennessee
$1.35M -$21.3K -760 -2%
TA
805
Tactive Advisors
Florida
$1.34M +$1.28M +45,580 New
CBT
806
Central Bank & Trust
Kentucky
$1.34M +$430K +15,330 +51%
IWM
807
IHT Wealth Management
Illinois
$1.33M +$96.8K +3,450 +8%
EWA
808
EP Wealth Advisors
California
$1.33M +$1.27M +45,160 New
GCM
809
Glynn Capital Management
California
$1.33M – – –
DA
810
Duality Advisers
Florida
$1.32M +$1.26M +44,910 New
SIA
811
SeaBridge Investment Advisors
New Jersey
$1.32M +$195K +6,960 +18%
RCG
812
Regatta Capital Group
California
$1.32M -$41.8K -1,490 -3%
APP
813
Avantax Planning Partners
Iowa
$1.32M -$44K -1,570 -3%
KWM
814
Kingsview Wealth Management
Oregon
$1.31M -$3.4M -121,060 -73%
PWAG
815
Polaris Wealth Advisory Group
California
$1.3M -$759K -27,070 -41%
OCM
816
One Capital Management
California
$1.29M -$40.7K -1,450 -3%
TFA
817
Toth Financial Advisory
Virginia
$1.29M – – –
GLA
818
Great Lakes Advisors
Illinois
$1.28M -$210K -7,500 -15%
IFWM
819
Institute for Wealth Management
Colorado
$1.27M -$14.3K -510 -1%
GWM
820
Geneos Wealth Management
Colorado
$1.27M -$75.7K -2,700 -6%
FIA
821
Foundations Investment Advisors
Arizona
$1.27M -$275K -9,820 -19%
AWM
822
Avitas Wealth Management
California
$1.27M -$6.45K -230 -0.5%
RC
823
Roundview Capital
New Jersey
$1.26M +$357K +12,730 +42%
SC
824
Savant Capital
Illinois
$1.25M +$281K +10,030 +31%
RWM
825
Ritholtz Wealth Management
New York
$1.24M -$796K -28,380 -40%
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