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NTAP

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
551
SteelPeak Wealth
California
$238K +$217K +2,694 New
SFA
552
Sequoia Financial Advisors
Ohio
$236K +$216K +2,682 New
SIG
553
Sky Investment Group
Connecticut
$236K – – –
SP
554
Symmetry Partners
Connecticut
$233K – – –
VCG
555
Vantage Consulting Group
Virginia
$231K -$40K -497 -16%
CAG
556
Csenge Advisory Group
Florida
$231K +$211K +2,615 New
WANY
557
Wealthspire Advisors (New York)
New York
$230K +$210K +2,604 New
SOAMC
558
Spirit of America Management Corp
New York
$229K – – –
GM
559
GeoWealth Management
Illinois
$225K +$205K +2,548 New
HWM
560
HB Wealth Management
Georgia
$224K -$23.7K -295 -10%
DCM
561
DGS Capital Management
New Jersey
$224K +$204K +2,537 New
TAM
562
Trust Asset Management
Texas
$223K +$203K +2,525 New
ML
563
McAdam LLC
Pennsylvania
$218K +$199K +2,472 New
PBO
564
Peoples Bank (Ohio)
Ohio
$216K +$197K +2,447 New
AIP
565
Ameritas Investment Partners
Nebraska
$214K – – –
XT
566
XTX Topco
Cayman Islands
$212K +$193K +2,401 New
EL
567
EWA LLC
Pennsylvania
$211K +$193K +2,399 New
GL
568
Graypoint LLC
New York
$210K +$191K +2,378 New
JWCA
569
J.W. Coons Advisors
Ohio
$209K +$190K +2,366 New
PAS
570
Point72 Asia (Singapore)
Singapore
$208K +$190K +2,357 New
MOS
571
MGO One Seven
Ohio
$206K +$188K +2,337 New
MMA
572
Miracle Mile Advisors
California
$206K -$241K -2,988 -56%
BP
573
Ballentine Partners
Massachusetts
$205K +$187K +2,324 New
PA
574
Parallel Advisors
California
$205K +$32.1K +399 +21%
FRA
575
Frank Rimerman Advisors
California
$203K +$185K +2,300 New
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