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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1026
Seven Mile Advisory
New Jersey
$529K +$330K +2,515 +130%
SFGM
1027
Stonebridge Financial Group (Missouri)
Missouri
$525K +$3.55K +27 +0.6%
RFN
1028
Redwood Financial Network
Ohio
$523K -$3.94K -30 -0.7%
ACIM
1029
Azimuth Capital Investment Management
Michigan
$523K +$94.6K +720 +20%
CT
1030
Chicago Trust
Illinois
$522K -$9.2K -70 -2%
SAM
1031
Silvercrest Asset Management
New York
$520K -$55.3K -421 -9%
MLL
1032
Moody Lynn & Lieberson
Massachusetts
$519K -$3.72M -28,280 -87%
FWP
1033
FAS Wealth Partners
Kansas
$517K – – –
WFI
1034
West Family Investments
California
$516K -$483K -3,675 -46%
MA
1035
MCF Advisors
Kentucky
$514K -$12.7K -97 -2%
CCP
1036
Cane Capital Partners
Louisiana
$513K -$335K -2,546 -37%
WG
1037
Warner Group
Connecticut
$511K +$2.23K +17 +0.4%
RIA
1038
Realta Investment Advisors
Delaware
$509K -$4.07K -31 -0.7%
EPW
1039
Evolve Private Wealth
California
$509K +$242K +1,838 +75%
CRC
1040
Curi RMB Capital
Illinois
$508K +$76.7K +584 +16%
BW
1041
BIP Wealth
Georgia
$507K +$7.09K +54 +1%
WEG
1042
World Equity Group
Illinois
$507K +$20K +152 +4%
SAG
1043
SageView Advisory Group
California
$506K -$387K -2,944 -41%
GWP
1044
Gen-Wealth Partners
Michigan
$505K +$202K +1,540 +57%
JCM
1045
Jacobi Capital Management
Pennsylvania
$505K -$38.5K -293 -6%
FRM
1046
Fox Run Management
Connecticut
$504K +$593K +4,512 New
RFP
1047
Root Financial Partners
California
$504K -$53.3K -406 -9%
AF
1048
Avanza Fonder
Sweden
$501K +$399K +3,033 New
ITFISA
1049
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$498K -$231K -1,758 -30%
GWM
1050
Geneos Wealth Management
Colorado
$497K -$43.4K -330 -7%
40 41
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