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Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1176
Money Concepts Capital
Florida
$330K +$111K +975 +51%
SPC
1177
Spirepoint Private Client
Florida
$330K +$70.9K +621 +27%
BPC
1178
Banque Pictet & Cie
Switzerland
$329K – – –
PCM
1179
Parsons Capital Management
Rhode Island
$328K -$2.27M -19,870 -87%
OWP
1180
Obermeyer Wealth Partners
Colorado
$328K -$342 -3 -0.1%
JWBC
1181
J.W. Burns & Co
New York
$325K – – –
PWM
1182
Pathway Wealth Management
Texas
$325K – – –
RFP
1183
Root Financial Partners
California
$325K -$160K -1,406 -33%
DAS
1184
Dynamic Advisor Solutions
Arizona
$324K -$55.3K -485 -15%
AFT
1185
Alpha Family Trust
California
$322K – – –
PP
1186
Patron Partners
Texas
$321K +$799 +7 +0.2%
RSWM
1187
Robertson Stephens Wealth Management
California
$320K +$17.8K +156 +6%
DP
1188
Dearborn Partners
Illinois
$320K +$77K +675 +32%
CA
1189
CoreCap Advisors
Michigan
$319K +$206K +1,801 +182%
VFG
1190
V2 Financial group
Illinois
$318K +$1.94K +17 +0.6%
GCA
1191
Gallagher Capital Advisors
Texas
$317K +$77.8K +682 +33%
AWA
1192
Argos Wealth Advisors
California
$317K +$122K +1,069 +63%
PMWMG
1193
Parr McKnight Wealth Management Group
Minnesota
$315K – – –
FG
1194
Fairman Group
Pennsylvania
$314K – – –
YIA
1195
YHB Investment Advisors
Connecticut
$312K – – –
RCM
1196
RNC Capital Management
California
$312K – – –
BF
1197
Brucke Financial
Indiana
$311K +$3.19K +28 +1%
VW
1198
Vance Wealth
California
$310K +$28.8K +252 +10%
AAS
1199
Annex Advisory Services
Wisconsin
$309K +$1.14K +10 +0.4%
FPCP
1200
Fort Point Capital Partners
California
$309K -$9.13K -80 -3%
46 47
48
49 50