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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1376
Transcend Capital Advisors
New Jersey
$587K -$561K -5,667 -49%
MMG
1377
Monetary Management Group
Missouri
$587K +$203K +2,050 +53%
BTI
1378
Blue Trust Inc
Georgia
$587K +$47.1K +476 +9%
CM
1379
Caption Management
Oklahoma
$586K +$585K +5,905 New
VL
1380
Vima LLC
Michigan
$585K +$584K +5,895 New
DA
1381
Drake & Associates
Wisconsin
$584K +$89K +899 +18%
IC
1382
Inscription Capital
Texas
$583K +$188K +1,900 +48%
LAM
1383
L2 Asset Management
Massachusetts
$583K +$27.1K +274 +5%
RFO
1384
RiverGlades Family Offices
Florida
$583K +$156K +1,574 +37%
OL
1385
Optas LLC
Texas
$582K -$36.2K -366 -6%
APWM
1386
Argonautica Private Wealth Management
Massachusetts
$581K -$63.6K -642 -10%
KCP
1387
Kera Capital Partners
California
$578K -$264K -2,662 -31%
CL
1388
COWA LLC
Oklahoma
$578K +$576K +5,817 New
GWM
1389
Greenwich Wealth Management
Connecticut
$577K +$28.7K +290 +5%
PTC
1390
Private Trust Company
Ohio
$577K +$1.09K +11 +0.2%
AWAU
1391
Alliance Wealth Advisors (Utah)
Utah
$574K -$238K -2,402 -29%
PWA
1392
Primoris Wealth Advisors
Florida
$572K +$570K +5,760 New
DAS
1393
Dynamic Advisor Solutions
Arizona
$569K +$164K +1,657 +41%
AWM
1394
Axxcess Wealth Management
California
$567K -$137K -1,384 -19%
ZIG
1395
Zullo Investment Group
Pennsylvania
$564K +$64K +646 +13%
CLA
1396
Carnegie Lake Advisors
New Jersey
$563K – – –
MFS
1397
Miller Financial Services
Michigan
$562K +$217K +2,195 +63%
PWA
1398
Physician Wealth Advisors
Utah
$559K -$16.7K -169 -3%
BW
1399
BIP Wealth
Georgia
$555K +$554K +5,591 New
CP
1400
Castleview Partners
Texas
$554K +$71.3K +720 +15%
54 55
56
57 58