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Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
1201
Rothschild Investment LLC
Illinois
$867K +$251K +2,131 +35%
CPA
1202
Capital Performance Advisors
California
$865K +$509K +4,326 +109%
CWM
1203
Connecticut Wealth Management
Connecticut
$862K -$235 -2 -0%
V
1204
ViaWealth
Kansas
$862K +$970K +8,247 New
SIA
1205
Strategic Investment Advisors
Michigan
$858K +$511K +4,341 +112%
AWAU
1206
Alliance Wealth Advisors (Utah)
Utah
$856K -$104K -881 -10%
PCG
1207
Prosperity Consulting Group
Maryland
$855K +$287K +2,439 +42%
SWGC
1208
Summit Wealth Group (Colorado)
Colorado
$852K +$138K +1,177 +17%
TW
1209
ticino wealth
California
$851K +$165K +1,399 +23%
PWMAG
1210
Pinnacle Wealth Management Advisory Group
New Jersey
$848K +$99.3K +844 +12%
SFS
1211
Sowell Financial Services
Arkansas
$847K +$189K +1,609 +25%
SWM
1212
Salvus Wealth Management
New Jersey
$843K +$468K +3,974 +97%
EI
1213
Ellevest Inc
New York
$841K +$225K +1,914 +31%
IB
1214
Intrust Bank
Kansas
$840K -$77.4K -658 -8%
THCM
1215
Taylor Hoffman Capital Management
Virginia
$840K -$27.9K -237 -3%
TP
1216
TritonPoint Partners
Maryland
$840K +$605K +5,145 +178%
SAM
1217
Sunstone Asset Management
New York
$839K +$85.9K +730 +10%
VWA
1218
Visionary Wealth Advisors
Illinois
$839K +$51.2K +435 +6%
CCP
1219
Clarkston Capital Partners
Michigan
$837K +$941K +8,002 New
ACH
1220
ArrowMark Colorado Holdings
Colorado
$836K +$941K +8,000 New
HFM
1221
Harvest Fund Management
China
$836K -$57.6K -490 -6%
MUAMU
1222
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$836K +$941K +8,000 New
FF
1223
Fluent Financial
Texas
$831K +$1.1M +9,335 New
AWM
1224
Aries Wealth Management
Maine
$830K +$934K +7,936 New
TPW
1225
Talon Private Wealth
Florida
$829K +$933K +7,927 New
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