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Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
576
D.J. St. Germain
Massachusetts
$667K +$328K +2,221 +82%
SP
577
Stablepoint Partners
Massachusetts
$665K +$169K +1,141 +29%
CCMT
578
CMT Capital Markets Trading
Germany
$662K +$297K +2,010 +70%
DWA
579
Delap Wealth Advisory
Oregon
$659K +$526K +3,560 +269%
PF
580
Phoenix Financial
Israel
$657K +$48.7K +330 +7%
AFG
581
Albion Financial Group
Utah
$639K – – –
SF
582
Synovus Financial
Georgia
$638K -$3.54K -24 -0.5%
MAS
583
Meeder Advisory Services
Ohio
$633K +$166K +1,122 +31%
SWA
584
Stratos Wealth Advisors
Ohio
$630K -$58.6K -397 -8%
EP
585
Elkhorn Partners
Nebraska
$621K +$473K +3,200 +229%
FHA
586
Flagship Harbor Advisors
Massachusetts
$619K +$115K +779 +20%
IA
587
IFP Advisors
Florida
$614K +$31K +210 +5%
BCI
588
Brinker Capital Investments
Pennsylvania
$613K +$8.71K +59 +1%
OPS
589
Orion Portfolio Solutions
Nebraska
$613K +$8.71K +59 +1%
OTL
590
Oak Thistle LLC
New York
$610K +$667K +4,519 New
RRA
591
Round Rock Advisors
Connecticut
$609K -$1.77K -12 -0.3%
SPC
592
Sigma Planning Corp
Michigan
$608K -$302K -2,045 -31%
FFA
593
Farther Finance Advisors
California
$597K +$242K +1,640 +65%
IV
594
Industry Ventures
California
$595K +$651K +4,408 New
CSB
595
City State Bank
Iowa
$594K +$148K +1,000 +29%
H
596
HoyleCohen
California
$589K +$17K +115 +3%
MNBTD
597
Moody National Bank Trust Division
Texas
$580K +$5.17K +35 +0.8%
SPIA
598
Steward Partners Investment Advisory
New York
$579K -$179K -1,214 -22%
HI
599
Harbour Investments
Wisconsin
$578K +$66.3K +449 +12%
IAIM
600
International Assets Investment Management
Florida
$578K +$251K +1,701 +66%
22 23
24
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