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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
576
Graham Capital Management
Connecticut
$559K +$576K +1,653 New
TCWM
577
Total Clarity Wealth Management
Illinois
$556K +$8.71K +25 +2%
MSFS
578
Main Street Financial Solutions
Pennsylvania
$556K +$35.2K +101 +7%
HFM
579
Harvest Fund Management
China
$555K +$335K +960 +143%
LSPW
580
Lake Street Private Wealth
Illinois
$546K -$69.7K -200 -11%
DT
581
Diversified Trust
Tennessee
$544K +$277K +795 +98%
WWM
582
Wolff Wiese Magana
California
$543K -$13.6K -39 -2%
LFAS
583
Level Four Advisory Services
Texas
$543K +$559K +1,604 New
EAM
584
Evanson Asset Management
California
$540K -$8.02K -23 -1%
EN1L
585
Engine No 1 LLC
California
$538K +$126K +361 +29%
TAM
586
TFG Asset Management
Cayman Islands
$538K +$554K +1,589 New
SC
587
Shay Capital
New York
$537K +$13.6K +39 +3%
ECG
588
EPIQ Capital Group
California
$533K -$80.8K -232 -13%
ASP
589
Adams Street Partners
Illinois
$533K +$548K +1,573 New
FT
590
Fiduciary Trust
Massachusetts
$532K +$52.3K +150 +11%
MPM
591
MBB Public Markets
Illinois
$532K +$547K +1,571 New
BRWM
592
B. Riley Wealth Management
Tennessee
$530K -$60.6K -174 -10%
IAA
593
Independent Advisor Alliance
North Carolina
$528K +$74.9K +215 +16%
BWA
594
Blodgett Wealth Advisors
California
$527K +$542K +1,555 New
TWM
595
Thrive Wealth Management
Pennsylvania
$518K +$533K +1,530 New
LS
596
Livforsakringsbolaget Skandia
Sweden
$508K -$314K -900 -38%
H
597
HoyleCohen
California
$508K +$522K +1,499 New
SFG
598
SevenBridge Financial Group
Pennsylvania
$506K -$23.7K -68 -4%
PAI
599
Pittenger & Anderson Inc
Nebraska
$498K +$239K +686 +87%
VF
600
Vista Finance
Missouri
$498K +$512K +1,470 New
22 23
24
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