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Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1026
Prosperity Financial Group
California
$496K +$216K +1,893 +77%
CI
1027
Corient IA
Florida
$493K -$253K -2,220 -34%
RFN
1028
Redwood Financial Network
Ohio
$492K -$11.4K -100 -2%
AF
1029
Avanza Fonder
Sweden
$492K – – –
NLGIA
1030
Nippon Life Global Investors Americas
New York
$491K -$19.7M -172,770 -98%
RIA
1031
Realta Investment Advisors
Delaware
$488K -$2.51K -22 -0.5%
FWP
1032
FAS Wealth Partners
Kansas
$486K -$11.4K -100 -2%
SW
1033
Solidarity Wealth
Utah
$486K +$106K +931 +28%
JCM
1034
Jacobi Capital Management
Pennsylvania
$484K -$1.48K -13 -0.3%
GWM
1035
Geneos Wealth Management
Colorado
$484K +$5.13K +45 +1%
GT
1036
Greenleaf Trust
Michigan
$483K -$162K -1,423 -25%
ICP
1037
Impact Capital Partners
Colorado
$481K -$57.9K -507 -11%
CIA
1038
Capital Investment Advisors
Georgia
$480K +$19.3K +169 +4%
PCA
1039
Pallas Capital Advisors
Massachusetts
$480K -$190K -1,662 -28%
AWM
1040
Angeles Wealth Management
California
$479K +$70K +613 +17%
VHAM
1041
Van Hulzen Asset Management
California
$478K +$142K +1,240 +42%
TC
1042
TownSquare Capital
Utah
$477K +$58.7K +514 +14%
AAIS
1043
ABN AMRO Investment Solutions
$477K +$46K +403 +11%
AC
1044
AXQ Capital
New Jersey
$475K +$475K +4,164 New
BCM
1045
Buckhead Capital Management
Georgia
$474K – – –
RI
1046
Ruggiero Investments
Florida
$471K +$14.7K +129 +3%
DCP
1047
DSM Capital Partners
Florida
$470K +$91.2K +799 +24%
CCA
1048
Conservest Capital Advisors
Pennsylvania
$466K +$7.42K +65 +2%
EL
1049
Essex LLC
Illinois
$466K – – –
WA
1050
Wealth Alliance
New York
$466K -$148K -1,293 -24%
40 41
42
43 44