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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
601
Bayesian Capital Management
New York
$245K -$1.99M -28,600 -90%
TCWA
602
Ten Capital Wealth Advisors
Washington
$245K – – –
CGH
603
Crossmark Global Holdings
Texas
$243K +$215K +3,080 New
AA
604
Aufman Associates
Pennsylvania
$240K – – –
PG
605
Prostatis Group
Maryland
$239K +$211K +3,026 New
S
606
Seeyond
France
$238K -$313K -4,484 -60%
JIP
607
JBJ Investment Partners
South Carolina
$237K -$56.3K -807 -21%
CBA
608
Coastal Bridge Advisors
Connecticut
$232K – – –
LFAS
609
Level Four Advisory Services
Texas
$232K +$205K +2,939 New
UCFA
610
United Capital Financial Advisors
Texas
$231K +$5.79K +83 +3%
EH
611
Equitable Holdings
New York
$230K +$203K +2,917 New
FSA
612
Fort Sheridan Advisors
Illinois
$229K -$20.9K -300 -9%
WCM
613
Weld Capital Management
New York
$229K +$202K +2,897 New
BTWM
614
Baker Tilly Wealth Management
Wisconsin
$227K -$2.3K -33 -1%
OMIC
615
Old Mission Investment Co
Michigan
$220K +$195K +2,790 New
LWM
616
Laidlaw Wealth Management
New York
$220K -$11.2K -161 -5%
WA
617
Wealth Architects
California
$220K +$195K +2,790 New
RWP
618
RWA Wealth Partners
Massachusetts
$219K – – –
GLA
619
Good Life Advisors
Pennsylvania
$215K -$6.28K -90 -3%
FFS
620
Founders Financial Securities
Maryland
$214K +$189K +2,714 New
GAM
621
Grandview Asset Management
Pennsylvania
$213K +$8.3K +119 +5%
PBT
622
Pictet Bank & Trust
Bahamas
$213K +$188K +2,700 New
AWA
623
Alta Wealth Advisors
Massachusetts
$212K +$187K +2,686 New
PWM
624
Perigon Wealth Management
California
$210K +$186K +2,663 New
IA
625
IFP Advisors
Florida
$209K -$145K -2,086 -45%
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