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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
751
Ostrum Asset Management
France
$425K -$471K -2,775 -49%
JBW
752
Journey Beyond Wealth
Georgia
$421K +$489K +2,883 New
GPWM
753
Grant Private Wealth Management
California
$419K -$39K -230 -7%
GIM
754
Generali Investments Management
Slovenia
$413K -$1.31M -7,695 -73%
PGWM
755
Parisi Gray Wealth Management
New Jersey
$409K +$475K +2,801 New
SFC
756
SYM Financial Corp
Indiana
$408K +$208K +1,224 +78%
TFA
757
Teamwork Financial Advisors
Texas
$408K +$474K +2,791 New
MIA
758
MMBG Investment Advisors
Florida
$407K -$13.9K -82 -3%
V
759
ViaWealth
Kansas
$406K -$18.7K -110 -4%
GKWIM
760
Gerber Kawasaki Wealth & Investment Management
California
$405K +$470K +2,768 New
KWM
761
Kingsview Wealth Management
Oregon
$404K +$55.3K +326 +13%
B
762
Bailard
California
$402K +$467K +2,752 New
KFA
763
Krane Funds Advisors
New York
$398K +$144K +848 +45%
AG
764
Algert Global
California
$398K +$462K +2,722 New
GVAG
765
Great Valley Advisor Group
Delaware
$396K -$397K -2,337 -46%
DJSG
766
D.J. St. Germain
Massachusetts
$388K -$339 -2 -0.1%
BC
767
Bayforest Capital
United Kingdom
$387K +$450K +2,649 New
SPC
768
Sigma Planning Corp
Michigan
$387K +$111K +655 +33%
RS
769
Rakuten Securities
Japan
$385K -$36.3K -214 -8%
PAG
770
Poinciana Advisors Group
Florida
$383K +$444K +2,618 New
NRS
771
Neville Rodie & Shaw
New York
$381K +$104K +610 +31%
DAS
772
Dynamic Advisor Solutions
Arizona
$377K +$438K +2,581 New
DC
773
Davenport & Co
Virginia
$377K -$4.07K -24 -0.9%
DWP
774
Daymark Wealth Partners
Ohio
$375K -$5.43K -32 -1%
G
775
Gainplan
Michigan
$375K +$435K +2,564 New
29 30
31
32 33