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Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
651
Breakwater Capital Group
New Jersey
$330K -$67.4K -548 -16%
FT
652
Fiduciary Trust
Massachusetts
$326K +$130K +1,060 +60%
GSC
653
Ground Swell Capital
South Carolina
$326K +$348K +2,834 New
SFG
654
Synergy Financial Group
California
$324K +$2.09K +17 +0.6%
FRA
655
Frank Rimerman Advisors
California
$323K -$53.4K -434 -13%
CFGS
656
Concourse Financial Group Securities
Alabama
$321K +$68.5K +557 +25%
CIAS
657
Capital Investment Advisory Services
North Carolina
$317K +$92K +748 +37%
UB
658
UMB Bank
Missouri
$316K -$25.7K -209 -7%
RWP
659
RWA Wealth Partners
Massachusetts
$313K +$52.1K +424 +18%
PCA
660
Pallas Capital Advisors
Massachusetts
$313K -$344K -2,800 -51%
ECG
661
EPIQ Capital Group
California
$311K -$44.5K -362 -12%
SI
662
Stephens Inc
Arkansas
$308K -$69.6K -566 -17%
DJSG
663
D.J. St. Germain
Massachusetts
$306K -$280K -2,279 -46%
IP
664
Ignite Planners
California
$305K +$77.2K +628 +31%
DWP
665
Daymark Wealth Partners
Ohio
$304K -$56.3K -458 -15%
CWA
666
Clarity Wealth Advisors
California
$303K +$99K +805 +44%
LI
667
LMCG Investments
Massachusetts
$301K -$137K -1,112 -30%
AWM
668
Ariadne Wealth Management
California
$300K +$299K +2,431 New
OP
669
ORG Partners
Indiana
$295K +$41.2K +335 +15%
CLOS
670
Compagnie Lombard Odier SCmA
Switzerland
$294K +$7.62K +62 +2%
JFG
671
Jefferies Financial Group
New York
$294K +$130K +1,058 +71%
LCM
672
Landscape Capital Management
New Jersey
$293K +$314K +2,550 New
MAC
673
Mason & Associates (California)
California
$288K +$309K +2,510 New
EC
674
EJF Capital
Virginia
$287K +$123K +1,000 +67%
FTDI
675
First Trust Direct Indexing
Massachusetts
$286K -$5.53K -45 -2%
25 26
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