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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
926
Evoke Wealth
California
$615K +$11.8K +105 +2%
PCM
927
Penserra Capital Management
California
$611K +$2.8K +25 +0.5%
RWB
928
RMR Wealth Builders
New Jersey
$609K +$612K +5,465 New
APP
929
Avantax Planning Partners
Iowa
$608K +$35.3K +315 +6%
WPC
930
Wedmont Private Capital
Pennsylvania
$608K +$593K +5,290 New
WG
931
Winton Group
United Kingdom
$601K -$124K -1,110 -17%
AWA
932
Arkadios Wealth Advisors
Georgia
$601K +$605K +5,400 New
EWA
933
EP Wealth Advisors
California
$600K +$218K +1,945 +57%
EC
934
Enhancing Capital
Pennsylvania
$599K – – –
BCM
935
Breiter Capital Management
Florida
$597K – – –
CMS
936
Capital Market Strategies
Florida
$593K +$560 +5 +0.1%
PCM
937
Prelude Capital Management
New York
$592K +$596K +5,315 New
EF
938
Empowered Funds
Pennsylvania
$591K +$89.1K +795 +18%
ACM
939
Allred Capital Management
Texas
$587K -$202K -1,800 -25%
AFAS
940
Acorn Financial Advisory Services
Virginia
$579K -$7.84K -70 -1%
MWM
941
Minot Wealth Management
Massachusetts
$575K -$2.87M -25,585 -83%
KWM
942
Keebeck Wealth Management
Illinois
$575K – – –
GWM
943
Greenwich Wealth Management
Connecticut
$573K – – –
PFWA
944
Paces Ferry Wealth Advisors
Georgia
$573K +$1.68K +15 +0.3%
GC
945
Gilbert & Cook
Iowa
$573K +$77.9K +695 +16%
FCH
946
Freestone Capital Holdings
Washington
$560K -$17.9K -160 -3%
PCM
947
Parsons Capital Management
Rhode Island
$560K – – –
RWM
948
Ritholtz Wealth Management
New York
$560K +$37K +330 +7%
HCM
949
Hillman Capital Management
Maryland
$558K +$78.4K +700 +16%
AWM
950
Avitas Wealth Management
California
$556K +$559K +4,990 New
36 37
38
39 40