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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
926
Greenwich Wealth Management
Connecticut
$537K +$48.1K +505 +10%
WMA
927
Wealth Management Associates
New Jersey
$537K – – –
CS
928
Capital Square
Tennessee
$534K -$18.6K -195 -3%
RA
929
RFG Advisory
Alabama
$532K +$44.3K +465 +9%
EDRH
930
Edmond de Rothschild Holding
Switzerland
$529K +$477 +5 +0.1%
RWB
931
RMR Wealth Builders
New Jersey
$529K +$9.53K +100 +2%
GC
932
Gilbert & Cook
Iowa
$529K +$40K +420 +8%
FB
933
Fulton Bank
Pennsylvania
$529K +$83.4K +875 +19%
GL
934
Graypoint LLC
New York
$528K -$13.3K -140 -2%
CWM
935
Calamos Wealth Management
Illinois
$527K -$288K -3,025 -35%
EW
936
Evoke Wealth
California
$526K +$953 +10 +0.2%
PP
937
Paloma Partners
Connecticut
$525K -$2.24M -23,450 -81%
NL
938
NWAM LLC
Washington
$525K -$24.3K -255 -5%
GPA
939
Guerra Pan Advisors
New Jersey
$523K – – –
CCS
940
Concentric Capital Strategies
Connecticut
$523K +$143K +1,500 +38%
CTA
941
Chesley Taft & Associates
Illinois
$518K +$122K +1,280 +31%
CF
942
Copperwynd Financial
Arizona
$516K -$43.4K -455 -8%
EH
943
Equitable Holdings
New York
$515K +$151K +1,585 +41%
EC
944
Enhancing Capital
Pennsylvania
$510K -$1.43K -15 -0.3%
CMS
945
Capital Market Strategies
Florida
$506K +$477 +5 +0.1%
TSWM
946
Triangle Securities Wealth Management
North Carolina
$505K +$69.1K +725 +16%
BDF
947
Balasa Dinverno & Foltz
$503K +$77.7K +815 +18%
DWM
948
Drive Wealth Management
Utah
$500K +$75.3K +790 +18%
AFP
949
Ausdal Financial Partners
Iowa
$498K +$143K +1,495 +40%
AFAS
950
Acorn Financial Advisory Services
Virginia
$494K – – –
36 37
38
39 40