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Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1451
Newbridge Financial Services Group
Florida
$355K -$84K -1,090 -19%
APA
1452
Astoria Portfolio Advisors
New York
$354K +$616 +8 +0.2%
AI
1453
Accredited Investors
Minnesota
$354K -$9.24K -120 -3%
JAG
1454
Journey Advisory Group
Kentucky
$352K -$43.5K -565 -11%
SF
1455
Summit Financial
New Jersey
$352K +$8.93K +116 +3%
ECG
1456
Edge Capital Group
Georgia
$350K -$59.5K -773 -14%
ISWM
1457
Independent Solutions Wealth Management
New York
$350K -$462 -6 -0.1%
SPA
1458
Sherbrooke Park Advisers
New York
$349K +$116K +1,500 +48%
FCP
1459
Fidelis Capital Partners
Florida
$348K +$358K +4,646 New
CCA
1460
Cobblestone Capital Advisors
New York
$347K -$17.3K -225 -5%
RWA
1461
Ropes Wealth Advisors
Massachusetts
$347K -$27.2K -353 -7%
FBFS
1462
First Business Financial Services
Wisconsin
$346K – – –
LCM
1463
LCM Capital Management
Illinois
$346K +$17.8K +231 +5%
WFAG
1464
Worth Financial Advisory Group
North Carolina
$345K +$4.93K +64 +1%
PCP
1465
Proficio Capital Partners
Massachusetts
$345K -$131K -1,696 -27%
GA
1466
GFS Advisors
Texas
$344K – – –
XT
1467
XTX Topco
Cayman Islands
$343K -$156K -2,024 -31%
AIM
1468
Arcadia Investment Management
Michigan
$343K -$14.9K -193 -4%
AG
1469
Algert Global
California
$342K +$347K +4,500 New
BPWM
1470
Badgley Phelps Wealth Managers
Washington
$342K -$95.4K -1,238 -22%
WAM
1471
WNY Asset Management
New York
$341K – – –
HCM
1472
Highview Capital Management
Illinois
$341K – – –
6F
1473
626 Financial
Michigan
$340K +$33.7K +437 +11%
MSAM
1474
Moloney Securities Asset Management
Missouri
$340K +$51.4K +668 +18%
FAFN
1475
First Affirmative Financial Network
Colorado
$336K +$25.8K +335 +8%
57 58
59
60 61