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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
526
WP Advisors
California
$477K +$74.9K +1,007 +19%
IWM
527
IHT Wealth Management
Illinois
$473K -$469K -6,310 -50%
WW
528
Westshore Wealth
California
$473K +$475K +6,388 New
KC
529
KCL Capital
New York
$469K +$17.6K +236 +4%
VFA
530
Valeo Financial Advisors
Indiana
$463K +$106K +1,427 +30%
WAM
531
World Asset Management
Michigan
$462K -$37K -497 -7%
OA
532
Oxbow Advisors
Texas
$453K +$455K +6,117 New
OC
533
Oakmont Corp
California
$449K – – –
SB
534
Simmons Bank
Arkansas
$448K -$65.2K -876 -13%
DILIC
535
Dai-ichi Life Insurance Company
Japan
$448K +$72.6K +976 +19%
SVCP
536
Silicon Valley Capital Partners
California
$445K +$200K +2,686 +81%
TWP
537
TFO Wealth Partners
Ohio
$444K +$446K +6,000 New
MC
538
Moors & Cabot
Massachusetts
$443K -$55.4K -745 -11%
FFA
539
Founders Financial Alliance
North Carolina
$443K +$69.1K +929 +14%
VWM
540
Vigilare Wealth Management
Arizona
$439K +$139K +1,872 +46%
ALAM
541
Asahi Life Asset Management
Japan
$432K +$434K +5,830 New
BAM
542
Belpointe Asset Management
Nevada
$429K -$589K -7,920 -58%
CIP
543
Convergence Investment Partners
Florida
$429K -$201K -2,704 -32%
QC
544
Quadrature Capital
United Kingdom
$427K -$39.5M -531,057 -99%
CIC
545
Carnegie Investment Counsel
Ohio
$420K – – –
LWA
546
Lineweaver Wealth Advisors
Ohio
$419K +$137K +1,844 +48%
C
547
Certuity
Florida
$416K +$187K +2,518 +81%
QI
548
Qtron Investments
Massachusetts
$414K +$416K +5,588 New
MIC
549
Means Investment Company
Maine
$411K +$744 +10 +0.2%
CRI
550
Colonial River Investments
Virginia
$410K +$171K +2,296 +71%
20 21
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