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Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1201
Sound View Wealth Advisors Group
Georgia
$659K +$28.8K +680 +4%
FBC
1202
Fairfield, Bush & Co
Connecticut
$657K – – –
AF
1203
Apexium Financial
Texas
$657K +$3.81K +90 +0.5%
BA
1204
Bridge Advisory
California
$657K +$28.8K +680 +4%
C
1205
CEDRUS
Colorado
$656K -$10.6K -250 -1%
SKK
1206
Shepherd Kaplan Krochuk
Massachusetts
$655K – – –
PPC
1207
Park Place Capital
Alabama
$654K +$101K +2,380 +16%
HCM
1208
Highview Capital Management
Illinois
$651K +$731K +17,250 New
MSFS
1209
Main Street Financial Solutions
Pennsylvania
$650K -$14.8K -350 -2%
VFA
1210
Voya Financial Advisors
Connecticut
$649K – – –
WFC
1211
Western Financial Corp
California
$648K +$155K +3,650 +27%
HWA
1212
HCR Wealth Advisors
California
$646K -$42.4K -1,000 -6%
SWM
1213
Salvus Wealth Management
New Jersey
$646K +$78.4K +1,850 +12%
GLA
1214
Good Life Advisors
Pennsylvania
$645K +$55.1K +1,300 +8%
HIP
1215
HUB Investment Partners
Texas
$644K +$50.9K +1,200 +8%
V
1216
ViaWealth
Kansas
$638K – – –
CAGAS
1217
Capital Advisory Group Advisory Services
Minnesota
$638K +$716K +16,890 New
XT
1218
XTX Topco
Cayman Islands
$637K +$715K +16,860 New
FCFC
1219
First Commonwealth Financial Corp
Pennsylvania
$635K +$713K +16,820 New
BBW
1220
Blue Barn Wealth
Utah
$633K -$424 -10 -0.1%
GWS
1221
Glassman Wealth Services
Virginia
$632K +$238K +5,620 +51%
GWSG
1222
GPS Wealth Strategies Group
Colorado
$630K +$162K +3,810 +30%
WJWM
1223
Williams Jones Wealth Management
New York
$627K -$48.3K -1,140 -6%
RCA
1224
Riverview Capital Advisers
Massachusetts
$627K – – –
CAMG
1225
CWA Asset Management Group
Florida
$626K +$123K +2,900 +21%
47 48
49
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