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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
776
Institute for Wealth Management
Colorado
$878K -$2.24M -12,166 -78%
VA
777
VestGen Advisors
Illinois
$878K +$66.6K +362 +12%
MCC
778
Malaga Cove Capital
California
$872K -$111K -603 -15%
CIA
779
Capital Investment Advisors
Georgia
$868K +$14.9K +81 +2%
GA
780
GraniteShares Advisors
New York
$861K -$272K -1,480 -30%
WIA
781
World Investment Advisors
California
$860K -$24.3K -132 -2%
PPW
782
Parcion Private Wealth
Washington
$851K -$9.75K -53 -2%
SLI
783
Sumitomo Life Insurance
Japan
$850K -$16.7K -91 -3%
V
784
ViaWealth
Kansas
$844K -$30.4K -165 -5%
PWM
785
Palumbo Wealth Management
New York
$843K -$5.7K -31 -0.9%
AFW
786
Avantra Family Wealth
Pennsylvania
$842K +$79.7K +433 +15%
SAM
787
Stansberry Asset Management
Texas
$831K -$46.4K -252 -7%
WPC
788
Wedmont Private Capital
Pennsylvania
$830K -$146K -796 -20%
TWM
789
Tradition Wealth Management
Minnesota
$824K -$147K -799 -20%
BWM
790
Bluebird Wealth Management
Massachusetts
$823K -$42.5K -231 -7%
MYAM
791
Meiji Yasuda Asset Management
Japan
$809K +$7.54K +41 +1%
CI
792
Cigna Investments
Connecticut
$808K – – –
WWM
793
Wolff Wiese Magana
California
$804K -$21.3K -116 -4%
NICM
794
Neo Ivy Capital Management
New York
$803K +$580K +3,154 New
TC
795
TownSquare Capital
Utah
$802K +$580K +3,151 New
AWA
796
Aaron Wealth Advisors
Illinois
$802K +$199K +1,083 +52%
SCTC
797
Sanibel Captiva Trust Company
Florida
$799K -$87.4K -475 -13%
BCB
798
Brian C. Broderick
$798K – – –
CGH
799
Crossmark Global Holdings
Texas
$797K +$41.2K +224 +8%
UWS
800
Unique Wealth Strategies
Illinois
$797K -$703K -3,822 -55%
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