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Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
901
Gryphon Financial Partners
Ohio
$480K -$372K -95,920 -47%
WA1
902
Wimmer Associates 1
California
$477K -$33.4K -8,600 -7%
HW
903
Hamilton Wealth
California
$477K +$412K +106,280 New
LA
904
LVW Advisors
New York
$476K -$25.8K -6,640 -6%
CAIMH
905
Central Asset Investments & Management Holdings
Hong Kong
$476K +$412K +106,200 New
MIG
906
McGuire Investment Group
Rhode Island
$475K +$10.9K +2,800 +3%
CRC
907
Curi RMB Capital
Illinois
$470K +$171K +44,080 +73%
FPCG
908
Fort Pitt Capital Group
Pennsylvania
$468K -$103K -26,560 -20%
FFA
909
First Foundation Advisors
California
$467K -$1.03M -264,720 -72%
CPA
910
Court Place Advisors
Maryland
$466K – – –
WSTAM
911
Wilbanks Smith & Thomas Asset Management
Virginia
$465K +$402K +103,520 New
OWD
912
Osborn Williams & Donohoe
Ohio
$464K +$376K +96,800 New
RWA
913
River Wealth Advisors
Pennsylvania
$463K +$2.64K +680 +0.7%
SAM
914
Symphony Asset Management
California
$462K +$399K +102,840 New
SWA
915
Stratos Wealth Advisors
Ohio
$461K -$42.7K -11,000 -10%
ED
916
Exane Derivatives
France
$460K +$398K +102,480 New
CP
917
Covenant Partners
Tennessee
$458K +$145K +37,480 +58%
CAW
918
Cornerstone Advisors (Washington)
Washington
$457K +$14.3K +3,680 +4%
CF
919
Copperwynd Financial
Arizona
$457K +$17.5K +4,520 +5%
EWM
920
Empirical Wealth Management
Washington
$454K -$16.1K -4,160 -4%
RCM
921
RB Capital Management
Nevada
$452K -$3.73K -960 -0.9%
CIAS
922
Capital Investment Advisory Services
North Carolina
$452K +$3.1K +800 +0.8%
IWS
923
Insight Wealth Strategies
California
$449K -$6.05K -1,560 -2%
AIIMS
924
Analyst IMS Investment Management Services
Israel
$449K – – –
WAM
925
Wolverine Asset Management
Illinois
$448K – – –
35 36
37
38 39