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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
826
Cary Street Partners Investment Advisory
Virginia
$2.33M -$279K -6,400 -12%
PS
827
Principal Securities
Iowa
$2.32M +$2.08M +47,560 New
LW
828
Libra Wealth
California
$2.3M – – –
PGFC
829
Peapack-Gladstone Financial Corp
New Jersey
$2.3M -$288K -6,600 -12%
WA
830
Wealth Alliance
New York
$2.3M -$219K -5,010 -10%
NRG
831
Nemes Rush Group
Michigan
$2.3M -$7.42K -170 -0.4%
IP
832
Intellectus Partners
California
$2.3M -$992K -22,730 -33%
IA
833
IFP Advisors
Florida
$2.29M +$1.06M +24,310 +107%
SCM
834
SOL Capital Management
Maryland
$2.29M -$16.6K -380 -0.8%
EWM
835
Evercore Wealth Management
New York
$2.29M +$140K +3,200 +7%
NFA
836
Northern Financial Advisors
Michigan
$2.28M +$26.2K +600 +1%
MFS
837
Mirabella Financial Services
United Kingdom
$2.28M +$2.05M +46,860 New
KFP
838
KMG Fiduciary Partners
Ohio
$2.27M +$72.9K +1,670 +4%
GFP
839
Gryphon Financial Partners
Ohio
$2.27M +$294K +6,740 +20%
DWM
840
Darwin Wealth Management
Florida
$2.27M -$176K -4,040 -8%
HIIFS
841
Harel Insurance Investments & Financial Services
Israel
$2.25M -$76K -1,740 -4%
CI
842
Cigna Investments
Connecticut
$2.25M -$37.5K -860 -2%
RC
843
Roundview Capital
New Jersey
$2.25M -$138K -3,150 -6%
AAM
844
Advisors Asset Management
Colorado
$2.25M -$565K -12,940 -22%
CCFP
845
Charles Carroll Financial Partners
Massachusetts
$2.23M -$242K -5,550 -11%
MWA
846
MFA Wealth Advisors
Pennsylvania
$2.23M +$445K +10,190 +29%
QAM
847
Q3 Asset Management
Michigan
$2.22M -$117K -2,680 -6%
AWM
848
Avior Wealth Management
Nebraska
$2.21M – – –
RIA
849
Realta Investment Advisors
Delaware
$2.21M +$28.8K +660 +1%
JCM
850
JAT Capital Management
Connecticut
$2.2M -$76.3M -1,748,330 -97%
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