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Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
1176
Claraphi Advisory Network
United States
$464K +$116K +4,140 +36%
WCM
1177
WealthBridge Capital Management
Ohio
$462K -$203K -7,250 -32%
EL
1178
Essex LLC
Illinois
$462K – – –
HFP
1179
Holistic Financial Partners
Indiana
$461K +$1.12K +40 +0.3%
LWCFA
1180
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$461K -$5.33K -190 -1%
CW
1181
CreativeOne Wealth
Kansas
$461K -$181K -6,470 -29%
CCA
1182
Column Capital Advisors
Indiana
$460K – – –
LA
1183
Legacy Advisors
Pennsylvania
$460K -$49.4K -1,760 -10%
APA
1184
Astoria Portfolio Advisors
New York
$460K -$58.1K -2,070 -13%
OCM
1185
Orion Capital Management
California
$458K – – –
WA
1186
Waddell & Associates
Tennessee
$458K +$114K +4,050 +35%
TCA
1187
Transcend Capital Advisors
New Jersey
$457K +$37K +1,320 +9%
WFI
1188
West Family Investments
California
$456K – – –
ICG
1189
InterOcean Capital Group
Tennessee
$455K +$433K +15,420 New
SP
1190
Symmetry Partners
Connecticut
$454K +$432K +15,400 New
MYIA
1191
Mount Yale Investment Advisors
Colorado
$451K +$133K +4,750 +45%
CIC
1192
Carnegie Investment Counsel
Ohio
$449K +$427K +15,210 New
DCM
1193
Dudley Capital Management
Virginia
$449K +$427K +15,210 New
MGIM
1194
M&G Investment Management
United Kingdom
$446K +$68.4K +2,440 +19%
PFGIA
1195
Patriot Financial Group Insurance Agency
Massachusetts
$445K +$2.81K +100 +0.7%
MFG
1196
Magnus Financial Group
New York
$444K -$55K -1,960 -12%
PA
1197
Procyon Advisors
Connecticut
$444K +$1.12K +40 +0.3%
PFWA
1198
Paces Ferry Wealth Advisors
Georgia
$443K -$63.1K -2,250 -13%
JSL
1199
JT Stratford LLC
Georgia
$443K -$5.89K -210 -1%
TPCW
1200
TD Private Client Wealth
New York
$443K +$40.1K +1,430 +11%
46 47
48
49 50