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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1551
Independent Solutions Wealth Management
New York
$652K +$446K +3,173 +190%
T
1552
TOBAM
France
$651K +$131K +934 +24%
WPA
1553
West Paces Advisors
Georgia
$650K +$95.6K +680 +16%
TA
1554
Tiedemann Advisors
New York
$648K +$77.1K +549 +13%
CRC
1555
Curi RMB Capital
Illinois
$646K -$130K -925 -16%
MCWS
1556
McKinley Carter Wealth Services
West Virginia
$645K -$31.8K -226 -5%
IA
1557
IFG Advisors
Missouri
$643K – – –
RIA
1558
Realta Investment Advisors
Delaware
$643K +$3.23K +23 +0.5%
GHAM
1559
Gilman Hill Asset Management
Connecticut
$643K +$11.8K +84 +2%
MIM
1560
Miller Investment Management
Pennsylvania
$642K – – –
YAVAPFMC
1561
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$641K +$673K +4,791 New
ACM
1562
AlphaCrest Capital Management
New York
$639K -$7.69M -54,729 -92%
FNBOH
1563
First National Bank of Hutchinson
Kansas
$638K -$703 -5 -0.1%
NICM
1564
Neo Ivy Capital Management
New York
$636K +$411K +2,926 +163%
TFO
1565
Tarbox Family Office
California
$635K -$384K -2,733 -37%
SFS
1566
Strategic Financial Services
New York
$634K -$19K -135 -3%
KTC
1567
Kistler-Tiffany Companies
Pennsylvania
$634K +$193K +1,372 +41%
WPP
1568
Whalerock Point Partners
Rhode Island
$634K – – –
AIM
1569
Acropolis Investment Management
Missouri
$633K -$41.9K -298 -6%
ITFISA
1570
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$633K -$739K -5,257 -53%
LFA
1571
Legacy Financial Advisors
Kentucky
$632K -$95.7K -681 -13%
WP
1572
Waycross Partners
Kentucky
$632K – – –
9WM
1573
9258 Wealth Management
Ohio
$631K -$22.1K -157 -3%
W
1574
Wealthquest
Ohio
$631K – – –
CIAS
1575
Capital Investment Advisory Services
North Carolina
$631K +$151K +1,071 +30%
61 62
63
64 65