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Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
1301
Argonautica Private Wealth Management
Massachusetts
$679K -$4.82K -41 -0.6%
TPA
1302
Trivium Point Advisory
Connecticut
$679K -$12K -102 -2%
OAM
1303
Ostrum Asset Management
France
$677K -$15.6M -132,636 -95%
PA
1304
PFG Advisors
Arizona
$676K -$86.6K -736 -10%
CCP
1305
Carmel Capital Partners
California
$669K +$753K +6,398 New
VWM
1306
Vertrix Wealth Management
Michigan
$668K +$751K +6,387 New
AA
1307
Ancora Advisors
Ohio
$667K +$169K +1,438 +29%
PPW
1308
Parcion Private Wealth
Washington
$665K +$334K +2,837 +81%
PWM
1309
Pines Wealth Management
North Carolina
$663K +$505K +4,296 +210%
BCM
1310
Bannerstone Capital Management
Minnesota
$663K -$21.5K -183 -3%
CWM
1311
Cornerstone Wealth Management
Missouri
$663K +$531K +4,510 +247%
HGWM
1312
Horst & Graben Wealth Management
Oregon
$661K -$10.8K -92 -1%
AU
1313
AlphaGrep UK
$658K +$544K +4,623 +277%
DWAM
1314
Duncan Williams Asset Management
Tennessee
$656K +$738K +6,275 New
UWP
1315
Uniting Wealth Partners
Kansas
$654K -$515K -4,378 -41%
WA
1316
WBH Advisory
Maryland
$653K – – –
VFA
1317
Voya Financial Advisors
Connecticut
$653K -$143K -1,217 -16%
SAI
1318
Systematic Alpha Investments
New Jersey
$652K – – –
OL
1319
Optas LLC
Texas
$652K +$106K +898 +17%
CIA
1320
Choate Investment Advisors
Massachusetts
$650K +$44.1K +375 +6%
CCA
1321
Checchi Capital Advisers
California
$649K +$62.4K +530 +9%
VWM
1322
Valley Wealth Managers
New Jersey
$649K +$252K +2,142 +53%
RTC
1323
Real Talk Capital
Tennessee
$646K +$158K +1,347 +28%
CCM
1324
Canal Capital Management
Virginia
$643K +$370K +3,141 +104%
AIM
1325
Advyzon Investment Management
Illinois
$641K +$204K +1,732 +39%
51 52
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