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NTAP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
601
RWA Wealth Partners
Massachusetts
$253K +$318K +2,880 New
ACA
602
Aptus Capital Advisors
Alabama
$253K +$82.8K +749 +35%
MAS
603
Meeder Advisory Services
Ohio
$251K +$89.5K +810 +40%
S
604
SignatureFD
Georgia
$247K -$48.9K -442 -14%
FPAS
605
Focus Partners Advisor Solutions
Missouri
$243K +$66.7K +603 +28%
TPCW
606
TD Private Client Wealth
New York
$242K -$28.9K -261 -9%
HWA
607
Heritage Wealth Advisors
Virginia
$240K – – –
GI
608
GAMMA Investing
California
$239K -$63.1K -571 -17%
SPA
609
Sherbrooke Park Advisers
New York
$238K -$620K -5,610 -67%
CFO
610
Callan Family Office
Pennsylvania
$237K +$6.3K +57 +2%
FFP
611
FourThought Financial Partners
Florida
$235K +$28.3K +256 +11%
SIG
612
Sky Investment Group
Connecticut
$235K – – –
MC
613
Moors & Cabot
Massachusetts
$235K -$25.6K -232 -8%
BHPW
614
Beverly Hills Private Wealth
California
$234K +$7.08K +64 +2%
BWP
615
Balboa Wealth Partners
Arizona
$234K +$1.44K +13 +0.5%
IFU
616
iSAM Funds (UK)
United Kingdom
$233K -$35.5K -321 -11%
RG
617
Renaissance Group
Kentucky
$232K +$49.2K +445 +20%
SOAMC
618
Spirit of America Management Corp
New York
$228K – – –
CL
619
Choreo LLC
Illinois
$226K -$195K -1,760 -41%
CI
620
Conning Inc
Connecticut
$226K -$472K -4,270 -62%
ML
621
McAdam LLC
Pennsylvania
$223K -$13K -118 -4%
PCM
622
Prelude Capital Management
New York
$221K +$278K +2,514 New
MG
623
Marex Group
$219K +$81.3K +735 +42%
SCM
624
Stevens Capital Management
Pennsylvania
$212K -$713K -6,447 -73%
EL
625
EWA LLC
Pennsylvania
$211K +$1.1K +10 +0.4%
23 24
25
26 27