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Name Holding Trade Value Shares
Change 		Change in
Stake
SFGM
1026
Stonebridge Financial Group (Missouri)
Missouri
$525K +$3.55K +27 +0.6%
RFN
1027
Redwood Financial Network
Ohio
$523K -$3.94K -30 -0.7%
ACIM
1028
Azimuth Capital Investment Management
Michigan
$523K +$94.6K +720 +20%
CT
1029
Chicago Trust
Illinois
$522K -$9.2K -70 -2%
SAM
1030
Silvercrest Asset Management
New York
$520K -$55.3K -421 -9%
MLL
1031
Moody Lynn & Lieberson
Massachusetts
$519K -$3.72M -28,280 -87%
FWP
1032
FAS Wealth Partners
Kansas
$517K – – –
WFI
1033
West Family Investments
California
$516K -$483K -3,675 -46%
MA
1034
MCF Advisors
Kentucky
$514K -$12.7K -97 -2%
CCP
1035
Cane Capital Partners
Louisiana
$513K -$335K -2,546 -37%
WG
1036
Warner Group
Connecticut
$511K +$2.23K +17 +0.4%
RIA
1037
Realta Investment Advisors
Delaware
$509K -$4.07K -31 -0.7%
EPW
1038
Evolve Private Wealth
California
$509K +$242K +1,838 +75%
CRC
1039
Curi RMB Capital
Illinois
$508K +$76.7K +584 +16%
BW
1040
BIP Wealth
Georgia
$507K +$7.09K +54 +1%
WEG
1041
World Equity Group
Illinois
$507K +$20K +152 +4%
SAG
1042
SageView Advisory Group
California
$506K -$387K -2,944 -41%
GWP
1043
Gen-Wealth Partners
Michigan
$505K +$202K +1,540 +57%
JCM
1044
Jacobi Capital Management
Pennsylvania
$505K -$38.5K -293 -6%
FRM
1045
Fox Run Management
Connecticut
$504K +$593K +4,512 New
RFP
1046
Root Financial Partners
California
$504K -$53.3K -406 -9%
AF
1047
Avanza Fonder
Sweden
$501K +$399K +3,033 New
ITFISA
1048
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$498K -$231K -1,758 -30%
GWM
1049
Geneos Wealth Management
Colorado
$497K -$43.4K -330 -7%
EFMH
1050
E Fund Management (HK)
Hong Kong
$497K +$42.7K +325 +8%
40 41
42
43 44