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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
626
Legacy Wealth Asset Management
Minnesota
$222K – – –
WANY
627
Wealthspire Advisors (New York)
New York
$221K +$216K +2,995 New
GWM
628
GSB Wealth Management
Connecticut
$220K +$215K +2,975 New
BWP
629
BSW Wealth Partners
Colorado
$220K +$215K +2,978 New
KWM
630
Kingsview Wealth Management
Oregon
$219K +$215K +2,971 New
HA
631
HYA Advisors
Missouri
$219K +$216K +2,985 New
HCM
632
Hollencrest Capital Management
California
$218K -$10.2K -141 -5%
SMH
633
Sanders Morris Harris
Texas
$218K – – –
CL
634
CPWM LLC
Washington
$215K -$127K -1,758 -38%
RCM
635
Requisite Capital Management
Texas
$214K +$210K +2,900 New
PP
636
PDS Planning
Ohio
$212K +$207K +2,870 New
C
637
Certuity
Florida
$210K +$205K +2,839 New
RIA
638
Realta Investment Advisors
Delaware
$207K +$202K +2,797 New
PMG
639
ProVise Management Group
Florida
$207K +$202K +2,798 New
LIM
640
Lathrop Investment Management
Arkansas
$207K +$203K +2,803 New
PF
641
Phoenix Financial
Israel
$207K +$209K +2,894 New
CC
642
Cypress Capital
Tennessee
$205K +$200K +2,770 New
PA
643
Pinnacle Associates
New York
$203K -$28.9K -400 -13%
VVP
644
Venture Visionary Partners
Ohio
$201K +$197K +2,722 New
AWM
645
Atticus Wealth Management
Florida
$197K +$97.8K +1,354 +103%
AS
646
Altshuler Shaham
Israel
$197K +$192K +2,656 New
CF
647
Centaurus Financial
California
$189K – – –
TWA
648
TCI Wealth Advisors
Arizona
$187K +$8.67K +120 +5%
TC
649
Truvestments Capital
Florida
$182K +$2.96K +41 +2%
NFSG
650
Newbridge Financial Services Group
Florida
$182K +$10.3K +143 +6%
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