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Name Holding Trade Value Shares
Change 		Change in
Stake
HJMC
801
Hellman Jordan Management Company
Massachusetts
$715K +$754K +7,145 New
GVAG
802
Great Valley Advisor Group
Delaware
$714K -$197K -1,870 -21%
BIAS
803
Beacon Investment Advisory Services
New Jersey
$713K +$485K +4,595 +181%
SBSB
804
Sullivan, Bruyette, Speros & Blaney
Virginia
$707K -$244K -2,310 -25%
AG
805
AlphaSimPlex Group
Massachusetts
$707K – – –
DWM
806
Dakota Wealth Management
Florida
$706K -$739K -7,000 -50%
EGM
807
Engineers Gate Manager
New York
$705K -$3.32M -31,490 -82%
LNC
808
Lincoln National Corp
Pennsylvania
$700K -$200K -1,895 -21%
LWP
809
Lumature Wealth Partners
Georgia
$697K +$331K +3,135 +82%
PFGIA
810
Patriot Financial Group Insurance Agency
Massachusetts
$689K -$1.06K -10 -0.1%
IWM
811
IHT Wealth Management
Illinois
$689K +$14.3K +135 +2%
CCA
812
Column Capital Advisors
Indiana
$688K -$80.2K -760 -10%
PFPT
813
Pinnacle Financial Partners (Tennessee)
Tennessee
$688K +$54.9K +520 +8%
PP
814
Paloma Partners
Connecticut
$687K -$3.22M -30,545 -82%
NFG
815
Nations Financial Group
Iowa
$687K +$206K +1,955 +40%
PHK
816
Point72 Hong Kong
Hong Kong
$682K +$242K +2,290 +51%
WA
817
Wealth Advisors
California
$678K – – –
IFG
818
Independent Financial Group
California
$675K +$14.3K +135 +2%
BC
819
Burney Company
Virginia
$672K +$709K +6,720 New
DBT
820
Dubuque Bank & Trust
Iowa
$654K +$1.06K +10 +0.2%
BDWM
821
Brewin Dolphin Wealth Management
Ireland
$650K – – –
PM
822
Precept Management
Texas
$650K -$19.1M -180,500 -97%
HSA
823
HBK Sorce Advisory
Pennsylvania
$649K +$432K +4,095 +171%
EW
824
Evoke Wealth
California
$642K +$106K +1,000 +18%
PFO
825
Pathstone Family Office
New Jersey
$642K +$351K +3,325 +108%
31 32
33
34 35