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Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1301
Regatta Capital Group
California
$768K -$74.2K -385 -7%
PA
1302
Probity Advisors
Texas
$767K -$16.4K -85 -2%
PCM
1303
Polymer Capital Management
New York
$767K +$928K +4,815 New
SIM
1304
Sentry Investment Management
Wisconsin
$766K -$300K -1,555 -23%
HBT
1305
Heartland Bank & Trust
Illinois
$765K +$108K +560 +13%
P8IP
1306
Pier 88 Investment Partners
California
$764K -$906K -4,700 -49%
KAS
1307
KPP Advisory Services
Kentucky
$760K +$275K +1,425 +43%
OL
1308
Optas LLC
Texas
$759K +$1.93K +10 +0.2%
APP
1309
Avantax Planning Partners
Iowa
$753K +$54K +280 +6%
IF
1310
IRON Financial
Illinois
$752K +$911K +4,725 New
SWMP
1311
Signature Wealth Management Partners
New Jersey
$752K +$48.2K +250 +6%
SAW
1312
Signal Advisors Wealth
Michigan
$751K +$909K +4,715 New
KA
1313
Kozak & Associates
Colorado
$746K +$4.82K +25 +0.5%
EDRH
1314
Edmond de Rothschild Holding
Switzerland
$745K +$82.9K +430 +10%
QC
1315
Quent Capital
New York
$740K -$55.9K -290 -6%
PF
1316
Phoenix Financial
Israel
$738K -$5.27M -27,320 -85%
ES
1317
Eagle Strategies
New York
$736K +$55.9K +290 +7%
KFA
1318
Krane Funds Advisors
New York
$736K +$508K +2,635 +132%
BCM
1319
Becker Capital Management
Oregon
$736K +$18.3K +95 +2%
LFA
1320
Legacy Financial Advisors
Kentucky
$735K -$54.9K -285 -6%
RWP
1321
Revolve Wealth Partners
New Jersey
$735K +$71.3K +370 +9%
FWP
1322
Forefront Wealth Partners
Texas
$734K +$21.2K +110 +2%
KP
1323
Keel Point
Alabama
$734K +$53K +275 +6%
AA
1324
Ancora Advisors
Ohio
$734K -$31.8K -165 -3%
SWM
1325
Segment Wealth Management
Texas
$733K +$204K +1,060 +30%
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