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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
1301
Concourse Financial Group Securities
Alabama
$721K -$85.7K -966 -10%
WI
1302
WrapManager Inc
California
$720K -$57.9K -653 -7%
FFA
1303
First Foundation Advisors
California
$716K -$70.8K -799 -9%
GFG
1304
Greystone Financial Group
Michigan
$712K +$734K +8,277 New
CCG
1305
Coastwise Capital Group
California
$711K +$14.9K +168 +2%
RMC
1306
Resources Management Corp
Connecticut
$709K +$8.42K +95 +1%
PA
1307
Probity Advisors
Texas
$708K -$13.7K -154 -2%
LA
1308
Lindenwold Advisors
Pennsylvania
$702K +$2.84K +32 +0.4%
LWA
1309
Lineweaver Wealth Advisors
Ohio
$701K +$64.8K +731 +10%
SFP
1310
Shepherd Financial Partners
Massachusetts
$699K +$181K +2,046 +34%
STA
1311
Summit Trail Advisors
New York
$698K +$6.83K +77 +1%
SXL
1312
Summit X LLC
Missouri
$696K -$10.9K -123 -2%
DWM
1313
Dakota Wealth Management
Florida
$694K +$282K +3,177 +65%
RIM
1314
Regent Investment Management
Kentucky
$693K +$53.2K +600 +8%
JIC
1315
Joel Isaacson & Co
New York
$692K +$4.17K +47 +0.6%
QCM
1316
Quantinno Capital Management
New York
$691K +$451K +5,087 +173%
SIC
1317
Schwartz Investment Counsel
Michigan
$689K – – –
XT
1318
XTX Topco
Cayman Islands
$689K +$710K +8,006 New
PFG
1319
Peterson Financial Group
Iowa
$686K -$367K -4,141 -34%
BST
1320
Bath Savings Trust
Maine
$681K -$47.2K -532 -6%
GFP
1321
Gryphon Financial Partners
Ohio
$681K +$40.6K +458 +6%
NL
1322
Navalign LLC
California
$681K +$229K +2,578 +48%
CWM
1323
Calamos Wealth Management
Illinois
$680K +$701K +7,904 New
MA
1324
Montag & Associates
Georgia
$679K +$227K +2,560 +48%
SAM
1325
Sompo Asset Management
Japan
$671K -$212K -2,390 -23%
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