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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
751
Coldstream Capital Management
Washington
$279K +$4.87K +33 +2%
CA
752
Cresta Advisors
Texas
$277K – – –
BIG
753
Brooklyn Investment Group
New York
$276K – – –
CIAS
754
Capital Investment Advisory Services
North Carolina
$272K +$75.3K +510 +34%
BFG
755
Bleakley Financial Group
New Jersey
$271K -$736K -4,984 -71%
HCM
756
Harvey Capital Management
Florida
$270K – – –
LAI
757
Legal Advantage Investments
California
$270K +$73.8K +500 +33%
SW
758
Simplicity Wealth
New Jersey
$269K -$738K -4,994 -72%
USCWA
759
U.S. Capital Wealth Advisors
Texas
$268K -$10.3K -70 -3%
CSPIA
760
Cary Street Partners Investment Advisory
Virginia
$268K -$11.7K -79 -4%
EH
761
Equitable Holdings
New York
$264K +$84K +569 +41%
II
762
Inspire Investing
Idaho
$263K -$116K -785 -29%
CWM
763
Congress Wealth Management
Massachusetts
$262K +$70K +474 +32%
QI
764
Qtron Investments
Massachusetts
$262K -$135K -916 -32%
RI
765
Ridgewood Investments
New Jersey
$261K +$61.9K +419 +28%
SFG
766
SevenBridge Financial Group
Pennsylvania
$260K -$5.91K -40 -2%
HAG
767
HighPoint Advisor Group
Illinois
$260K -$4.13K -28 -1%
DAS
768
Dynamic Advisor Solutions
Arizona
$259K -$3.1K -21 -1%
DIM
769
DC Investments Management
Virginia
$259K – – –
S
770
SignatureFD
Georgia
$258K -$196K -1,326 -41%
MCP
771
Mirador Capital Partners
California
$257K +$281K +1,901 New
AFG
772
Allegheny Financial Group
Pennsylvania
$253K -$1.18K -8 -0.4%
KIA
773
Kraematon Investment Advisors
Massachusetts
$251K – – –
BHPW
774
Beverly Hills Private Wealth
California
$250K -$7.97K -54 -3%
BSW
775
Buckingham Strategic Wealth
Missouri
$249K +$272K +1,845 New
29 30
31
32 33