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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1551
Robertson Stephens Wealth Management
California
$210K +$180K +2,685 New
CF
1552
Clarity Financial
Texas
$209K +$179K +2,678 New
FC
1553
Forte Capital
New York
$209K +$179K +2,675 New
BAM
1554
Boyar Asset Management
New York
$208K +$179K +2,669 New
CM
1555
Cercano Management
Washington
$208K +$178K +2,665 New
1IA
1556
1620 Investment Advisors
Massachusetts
$208K +$3.75K +56 +2%
APG
1557
Abacus Planning Group
South Carolina
$208K +$178K +2,663 New
HS
1558
Horan Securities
United States
$206K +$177K +2,644 New
OWA
1559
Octavia Wealth Advisors
Ohio
$206K +$176K +2,634 New
ACM
1560
Ashford Capital Management
Delaware
$205K +$176K +2,630 New
CCG
1561
Catalina Capital Group
California
$205K +$176K +2,627 New
SIG
1562
Sargent Investment Group
Maryland
$204K +$175K +2,620 New
MKA
1563
M. Kulyk & Associates
Georgia
$204K +$175K +2,613 New
KC
1564
Kingfisher Capital
North Carolina
$203K +$174K +2,605 New
C
1565
Covestor
United Kingdom
$203K +$23.2K +347 +15%
KFS
1566
Kaizen Financial Strategies
California
$203K +$174K +2,600 New
WB
1567
Webster Bank
Connecticut
$203K -$16.4K -245 -9%
VCM
1568
Virtue Capital Management
Tennessee
$202K +$173K +2,590 New
NFSG
1569
Newbridge Financial Services Group
Florida
$202K +$124K +1,855 +254%
BAM
1570
Blueshift Asset Management
New Jersey
$202K -$1,000K -14,944 -85%
SIA
1571
Soltis Investment Advisors
Utah
$201K +$173K +2,582 New
GWANC
1572
Guardian Wealth Advisors (North Carolina)
North Carolina
$201K +$173K +2,582 New
AG
1573
Ascent Group
Virginia
$201K +$173K +2,580 New
CCA
1574
Catalyst Capital Advisors
New York
$200K +$104K +1,558 +154%
APC
1575
Aspire Private Capital
North Carolina
$196K +$28.8K +430 +21%
61 62
63
64 65