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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
501
Watershed Private Wealth
Illinois
$628K – – –
AA
502
Ancora Advisors
Ohio
$627K -$10.3K -235 -2%
CWP
503
CFM Wealth Partners
Texas
$627K +$575K +13,074 New
IA
504
IFP Advisors
Florida
$625K -$269K -6,122 -60%
VWM
505
Venturi Wealth Management
Texas
$622K -$6.82K -155 -1%
CLOS
506
Compagnie Lombard Odier SCmA
Switzerland
$618K -$483K -10,968 -46%
CFG
507
Citizens Financial Group
Rhode Island
$617K -$118K -2,693 -17%
PA
508
Procyon Advisors
Connecticut
$617K +$183K +4,154 +48%
XSC
509
X-Square Capital
Puerto Rico
$610K -$136K -3,084 -20%
GKWIM
510
Gerber Kawasaki Wealth & Investment Management
California
$609K -$168K -3,819 -23%
CCIA
511
Cherry Creek Investment Advisors
Colorado
$607K – – –
IC
512
IEQ Capital
California
$605K -$234K -5,313 -30%
RC
513
Roundview Capital
New Jersey
$603K – – –
WG
514
Winton Group
United Kingdom
$600K +$189K +4,285 +52%
BBA
515
Baader Bank Aktiengesellschaft
Germany
$599K -$44K -1,000 -7%
AWM
516
Avior Wealth Management
Nebraska
$599K +$22K +500 +4%
CCM
517
Conway Capital Management
California
$590K +$95.7K +2,175 +21%
BCI
518
Brinker Capital Investments
Pennsylvania
$589K +$541K +12,292 New
OPS
519
Orion Portfolio Solutions
Nebraska
$589K +$541K +12,292 New
HHGA
520
Halbert Hargrove Global Advisors
California
$589K +$308 +7 +0.1%
SNT
521
SIG North Trading
Pennsylvania
$587K -$2.83M -64,217 -84%
AWA
522
Arete Wealth Advisors
Illinois
$585K +$115K +2,611 +27%
FTDI
523
First Trust Direct Indexing
Massachusetts
$582K -$50.7K -1,153 -9%
WMP
524
Wealth Management Partners
Arizona
$579K +$531K +12,077 New
EWA
525
EP Wealth Advisors
California
$574K +$101K +2,293 +30%
19 20
21
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