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Name Holding Trade Value Shares
Change 		Change in
Stake
GI
976
GLOBALT Investments
Georgia
$4.01M -$17.3K -210 -0.5%
IWA
977
IBEX Wealth Advisors
New Jersey
$4M -$22.9M -278,780 -86%
SC
978
Syon Capital
California
$4M -$314K -3,820 -8%
MNBTD
979
Moody National Bank Trust Division
Texas
$3.99M -$151K -1,830 -4%
EWA
980
EverSource Wealth Advisors
Alabama
$3.96M +$53.5K +650 +1%
KFP
981
KMG Fiduciary Partners
Ohio
$3.96M -$376K -4,570 -9%
HH
982
HWG Holdings
Texas
$3.93M +$460K +5,590 +15%
GMFG
983
Greater Midwest Financial Group
Minnesota
$3.93M +$2.49M +30,270 +219%
CI
984
Cigna Investments
Connecticut
$3.92M -$22.2K -270 -0.6%
MFS
985
Monetta Financial Services
Illinois
$3.92M – – –
KWA
986
Kingswood Wealth Advisors
California
$3.91M -$4.08M -49,560 -53%
SFO
987
Stenger Family Office
Illinois
$3.9M +$3.6M +43,720 New
NCGI
988
Next Century Growth Investors
Minnesota
$3.9M +$1.65K +20 +0%
SFG
989
Synergy Financial Group
California
$3.89M -$54.3K -660 -1%
ETCM
990
Evolutionary Tree Capital Management
Virginia
$3.88M -$337K -4,100 -9%
FFA
991
Farther Finance Advisors
California
$3.87M -$719K -8,740 -17%
AWM
992
Avior Wealth Management
Nebraska
$3.87M -$230K -2,800 -6%
SWA
993
Stratos Wealth Advisors
Ohio
$3.86M +$54.3K +660 +2%
WIA
994
World Investment Advisors
California
$3.86M +$1.31M +15,930 +58%
GL
995
Graypoint LLC
New York
$3.85M +$34.6K +420 +1%
GSEP
996
Golden State Equity Partners
California
$3.85M -$43.6K -530 -1%
CAM
997
Columbia Asset Management
Michigan
$3.84M -$152K -1,850 -4%
MWAM
998
Manhattan West Asset Management
California
$3.83M -$56K -680 -2%
SCM
999
SOL Capital Management
Maryland
$3.83M – – –
IFWM
1000
Institute for Wealth Management
Colorado
$3.81M -$3.29K -40 -0.1%
38 39
40
41 42