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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
826
WrapManager Inc
California
$656K -$113K -1,255 -13%
MA
827
Mutual Advisors
Nebraska
$651K +$7.66K +85 +1%
GT
828
Greenleaf Trust
Michigan
$650K -$279K -3,100 -26%
LWM
829
Laidlaw Wealth Management
New York
$644K -$3.6K -40 -0.5%
YC
830
Yarbrough Capital
Tennessee
$639K – – –
APP
831
Avantax Planning Partners
Iowa
$639K +$22.1K +245 +3%
IFG
832
Independent Financial Group
California
$634K -$1.12M -12,425 -60%
SS
833
Simplicity Solutions
Minnesota
$633K +$84.7K +940 +13%
CCA
834
Checchi Capital Advisers
California
$632K -$65.7K -730 -8%
EH
835
Equitable Holdings
New York
$628K +$261K +2,900 +54%
WG
836
Winton Group
United Kingdom
$628K +$412K +4,580 +122%
AG
837
AIA Group
Hong Kong
$627K +$116K +1,285 +18%
GFP
838
Gryphon Financial Partners
Ohio
$622K +$4.95K +55 +0.7%
AWA
839
Arkadios Wealth Advisors
Georgia
$621K -$175K -1,945 -19%
KPWS
840
Kestra Private Wealth Services
Texas
$619K -$4.05K -45 -0.5%
MG
841
Mather Group
Illinois
$615K -$256K -2,845 -26%
VI
842
Versor Investments
New York
$615K -$29.3K -325 -4%
HCM
843
Hillman Capital Management
Maryland
$606K +$205K +2,275 +40%
NL
844
NVWM LLC
Pennsylvania
$603K – – –
MS
845
Maven Securities
Jersey
$600K -$945K -10,495 -57%
CG
846
Colony Group
Massachusetts
$598K -$98.2K -1,090 -12%
BP
847
Ballentine Partners
Massachusetts
$590K +$138K +1,530 +24%
SA
848
Strategic Advisors
New York
$587K -$60.8K -675 -8%
DAS
849
Dynamic Advisor Solutions
Arizona
$585K +$117K +1,295 +20%
NW
850
Naviter Wealth
Arkansas
$582K +$76.1K +845 +12%
32 33
34
35 36