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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
751
Wealth Architects
California
$985K -$691K -3,756 -49%
TVPW
752
Third View Private Wealth
Connecticut
$984K +$4.42K +24 +0.6%
EPA
753
Element Pointe Advisors
Florida
$981K +$19.3K +105 +3%
TP
754
TritonPoint Partners
Maryland
$978K +$42.5K +231 +6%
EWA
755
EverSource Wealth Advisors
Alabama
$972K -$1.25M -6,810 -64%
TW
756
TritonPoint Wealth
Maryland
$957K -$2.2M -11,970 -76%
SC
757
Sepio Capital
Utah
$956K -$4.97K -27 -0.7%
ASC
758
Ares Systematic Credit
$953K -$162K -880 -19%
WHG
759
Westwood Holdings Group
Texas
$952K -$49.9K -271 -7%
NIP
760
Nicholas Investment Partners
California
$951K +$385K +2,090 +127%
MIC
761
Means Investment Company
Maine
$941K +$12.5K +68 +2%
S
762
SignatureFD
Georgia
$939K +$47.3K +257 +7%
RCM
763
Raleigh Capital Management
North Carolina
$931K +$16.4K +89 +2%
UAS
764
United Asset Strategies
New York
$927K +$2.94K +16 +0.4%
FWP
765
Forefront Wealth Partners
Texas
$921K +$31.5K +171 +5%
DCM
766
Driehaus Capital Management
Illinois
$917K +$663K +3,604 New
PF
767
Phoenix Financial
Israel
$912K +$348K +1,893 +112%
IAIM
768
International Assets Investment Management
Florida
$911K -$75.4K -410 -11%
PGWM
769
Parisi Gray Wealth Management
New Jersey
$911K -$30.5K -166 -4%
PWP
770
Principle Wealth Partners
Connecticut
$899K +$256K +1,390 +65%
BRWA
771
B. Riley Wealth Advisors
Florida
$887K -$33.1K -180 -5%
NRG
772
Nemes Rush Group
Michigan
$886K +$128K +698 +25%
FFA
773
Fi3 Financial Advisors
Indiana
$885K +$6.42M +34,900 +1,777%
LFG
774
Larson Financial Group
Missouri
$881K -$241K -1,308 -27%
AC
775
AlphaCore Capital
California
$878K +$304K +1,650 +92%
29 30
31
32 33