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Name Holding Trade Value Shares
Change 		Change in
Stake
SWS
576
SYSTM Wealth Solutions
Illinois
$608K +$107K +1,099 +20%
BWM
577
Baron Wealth Management
Michigan
$601K – – –
CP
578
Covenant Partners
Tennessee
$599K -$19.4K -200 -3%
LNWWM
579
Laird Norton Wetherby Wealth Management
California
$596K -$2.62K -27 -0.4%
FHA
580
First Horizon Advisors
Tennessee
$590K +$77.2K +795 +14%
IWM
581
IHT Wealth Management
Illinois
$580K -$23K -237 -4%
BPA
582
Beacon Pointe Advisors
California
$578K +$197K +2,026 +48%
CA
583
Cornerstone Advisors
North Carolina
$576K +$602K +6,200 New
FMAEN1
584
Fund Management at Engine No 1
California
$573K +$53.2K +548 +10%
OIA
585
Optimum Investment Advisors
Illinois
$556K +$35.6K +367 +7%
CA
586
Continuum Advisory
Idaho
$555K -$54.8K -564 -9%
HSA
587
HBK Sorce Advisory
Pennsylvania
$555K -$58.3K -600 -9%
FH
588
FWG Holdings
Florida
$554K +$38.5K +396 +7%
CFG
589
Cooper Financial Group
California
$553K +$86.5K +890 +18%
SI
590
Stephens Inc
Arkansas
$552K -$43.6K -449 -7%
CCM
591
Coldstream Capital Management
Washington
$552K -$13.4K -138 -2%
HI
592
Horizon Investments
North Carolina
$550K +$5.83K +60 +1%
MWPCG
593
Measured Wealth Private Client Group
New Hampshire
$548K +$17.4K +179 +3%
BRWA
594
B. Riley Wealth Advisors
Florida
$526K +$66.9K +689 +14%
PFA
595
Pathway Financial Advisors
Vermont
$525K – – –
NS
596
NBC Securities
Alabama
$522K +$546K +5,616 New
AWM
597
Apollon Wealth Management
South Carolina
$521K +$304K +3,128 +126%
SDIC
598
South Dakota Investment Council
South Dakota
$516K -$146K -1,500 -21%
SWP
599
Stratos Wealth Partners
Ohio
$516K +$56K +576 +12%
BCM
600
BluePath Capital Management
Georgia
$512K +$535K +5,510 New
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