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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
551
SteelPeak Wealth
California
$463K – – –
CFG
552
Citizens Financial Group
Rhode Island
$460K -$50.9K -347 -10%
KTC
553
Kistler-Tiffany Companies
Pennsylvania
$456K +$154K +1,052 +55%
JPLA
554
Joseph P. Lucia & Associates
New York
$454K – – –
WCM
555
Whitener Capital Management
North Carolina
$452K -$4.4K -30 -1%
YCM
556
Yousif Capital Management
Michigan
$449K +$6.6K +45 +2%
DU
557
Delphia (USA)
Ontario, Canada
$446K +$13.3K +91 +3%
AC
558
ASB Consultores
Florida
$442K +$87.5K +597 +26%
HI
559
Harbour Investments
Wisconsin
$440K +$4.99K +34 +1%
WAM
560
Weiss Asset Management
Massachusetts
$426K -$94.7K -646 -19%
MCM
561
MAI Capital Management
Ohio
$425K +$41.8K +285 +12%
AA
562
Altrafin AG
$424K +$403K +2,750 New
AAS
563
Avantax Advisory Services
Texas
$422K -$28.6K -195 -7%
PFO
564
Pathstone Family Office
New Jersey
$420K -$360K -2,456 -48%
WS
565
Wedbush Securities
California
$417K +$21.7K +148 +6%
AFC
566
AFT Forsyth & Company
Florida
$414K +$99.7K +680 +34%
PCP
567
Proficio Capital Partners
Massachusetts
$413K +$57.2K +390 +17%
BPA
568
Beacon Pointe Advisors
California
$412K +$22.1K +151 +6%
O
569
Ossiam
France
$411K +$136K +926 +53%
TCA
570
Transcend Capital Advisors
New Jersey
$404K -$8.94K -61 -2%
BCA
571
Bay Colony Advisors
Massachusetts
$402K -$3.67K -25 -0.9%
DFG
572
Delphi Financial Group
Delaware
$401K -$1.31M -8,951 -77%
WAP
573
Wealthcare Advisory Partners
Pennsylvania
$401K +$122K +834 +47%
BAM
574
Belpointe Asset Management
Nevada
$399K +$62.2K +424 +20%
BM
575
Brandywine Managers
Delaware
$393K – – –
21 22
23
24 25