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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1401
Adero Partners
California
$817K +$62.5K +534 +8%
UAS
1402
United Asset Strategies
New York
$816K +$153K +1,309 +22%
FMWA
1403
Forvis Mazars Wealth Advisors
Missouri
$815K +$530K +4,535 +159%
BW
1404
Bison Wealth
Georgia
$813K +$25.5K +218 +3%
VSQM
1405
V-Square Quantitative Management
Illinois
$811K -$64.3K -550 -7%
VWMG
1406
Virginia Wealth Management Group
Virginia
$807K -$28.7K -245 -3%
DL
1407
DOHJ LLC
Washington
$806K -$22.8K -195 -3%
FA
1408
Fountainhead AM
New Jersey
$806K +$311K +2,656 +57%
SCA
1409
Scott Capital Advisors
Oregon
$805K +$234 +2 +0%
CI
1410
CX Institutional
Indiana
$804K +$113K +970 +15%
AWA
1411
Alta Wealth Advisors
Massachusetts
$802K -$3.39K -29 -0.4%
SAM
1412
S.A. Mason
Michigan
$802K – – –
BFC
1413
Bedel Financial Consulting
Indiana
$801K -$6.67K -57 -0.8%
ATC
1414
Adirondack Trust Company
New York
$800K -$85.7K -733 -9%
MPWT
1415
MassMutual Private Wealth & Trust
Connecticut
$797K -$351 -3 -0%
SL
1416
Sentry LLC
Tennessee
$795K – – –
PPC
1417
Park Place Capital
Alabama
$792K +$40.2K +344 +5%
MS
1418
Maven Securities
Jersey
$792K +$839K +7,175 New
ISWM
1419
Independent Solutions Wealth Management
New York
$789K +$9.71K +83 +1%
HCM
1420
Howland Capital Management
Massachusetts
$786K – – –
WPC
1421
Wedmont Private Capital
Pennsylvania
$784K -$3.86K -33 -0.5%
AC
1422
Avestar Capital
New York
$784K -$102K -871 -11%
RIA
1423
Regal Investment Advisors
Michigan
$781K +$5.38K +46 +0.7%
BCM
1424
Bayesian Capital Management
New York
$772K +$819K +6,999 New
NAMA
1425
Nikko Asset Management Americas
New York
$768K -$35.6K -304 -4%
55 56
57
58 59