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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1101
Bradley Foster & Sargent
Connecticut
$1.07M +$719K +4,375 +268%
RSWM
1102
Robertson Stephens Wealth Management
California
$1.07M +$686K +4,170 +228%
CW
1103
CreativeOne Wealth
Kansas
$1.07M +$985K +5,990 New
MIFH
1104
Migdal Insurance & Financial Holdings
Israel
$1.07M -$209K -1,270 -17%
CA
1105
Claro Advisors
Massachusetts
$1.07M +$237K +1,440 +32%
BFA
1106
Brown Financial Advisors
Ohio
$1.06M -$506K -3,080 -34%
KWM
1107
Keebeck Wealth Management
Illinois
$1.06M +$43.6K +265 +5%
TWA
1108
TCI Wealth Advisors
Arizona
$1.06M +$78.9K +480 +9%
GWM
1109
Greenwich Wealth Management
Connecticut
$1.05M +$28.8K +175 +3%
MWM
1110
Moran Wealth Management
Florida
$1.05M +$260K +1,580 +37%
MFP
1111
Meridian Financial Partners
Virginia
$1.05M -$56.7K -345 -6%
HTC
1112
Haverford Trust Company
Pennsylvania
$1.05M +$64.1K +390 +7%
SG
1113
StoneX Group
New York
$1.03M +$89.6K +545 +10%
CFP
1114
Catalyst Financial Partners
Massachusetts
$1.02M +$9.04K +55 +1%
ARG
1115
Advisory Resource Group
Oklahoma
$1.02M -$73.2K -445 -7%
SWM
1116
Salvus Wealth Management
New Jersey
$1.02M +$190K +1,155 +25%
PWPS
1117
Pinnacle Wealth Planning Services
Ohio
$1.02M -$54.3K -330 -5%
SOAMC
1118
Spirit of America Management Corp
New York
$1.01M +$41.1K +250 +5%
SSA
1119
Schonfeld Strategic Advisors
New York
$1.01M -$16.8M -102,105 -95%
AF
1120
Allworth Financial
California
$996K +$13.2K +80 +1%
BBHC
1121
Brown Brothers Harriman & Co
New York
$995K +$468K +2,845 +105%
ADMI
1122
Albert D. Mason Inc
Massachusetts
$985K -$4.93K -30 -0.5%
AI
1123
Axecap Investments
Ohio
$985K +$905K +5,505 New
NC
1124
nVerses Capital
Florida
$984K +$658K +4,000 +267%
SC
1125
Shay Capital
New York
$979K +$571K +3,475 +174%
43 44
45
46 47