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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
851
Beck Capital Management
Texas
$538K -$57.3K -267 -10%
ZBNA
852
Zions Bancorporation, National Association
Utah
$527K +$79.9K +372 +19%
CPW
853
Catalyst Private Wealth
California
$525K -$184K -856 -27%
LS
854
Livforsakringsbolaget Skandia
Sweden
$523K – – –
AO
855
Advisor OS
Illinois
$522K +$497K +2,313 New
AF
856
Advisornet Financial
Minnesota
$519K +$277K +1,288 +127%
AWA
857
Alta Wealth Advisors
Massachusetts
$519K +$494K +2,301 New
ALAM
858
Asahi Life Asset Management
Japan
$512K +$49.4K +230 +11%
HHGA
859
Halbert Hargrove Global Advisors
California
$510K +$2.15K +10 +0.4%
RWI
860
Red Wave Investments
Pennsylvania
$507K -$87K -405 -15%
FFM
861
Forum Financial Management
Illinois
$507K +$59.9K +279 +14%
MAM
862
Mystic Asset Management
Rhode Island
$506K – – –
HAG
863
HighPoint Advisor Group
Illinois
$503K +$7.95K +37 +2%
NWMP
864
Noble Wealth Management PBC
Colorado
$501K +$477K +2,221 New
NWM
865
Northwest Wealth Management
Iowa
$499K -$107K -498 -18%
PWM
866
Prentice Wealth Management
New York
$499K -$56K -261 -11%
GCM
867
Graham Capital Management
Connecticut
$493K -$263K -1,223 -36%
WDC
868
Woodward Diversified Capital
California
$493K +$35.4K +165 +8%
EFG
869
Everhart Financial Group
Ohio
$491K +$101K +470 +28%
LAM
870
Lewis Asset Management
California
$490K -$5.37K -25 -1%
PSCM
871
Per Stirling Capital Management
Texas
$488K +$215 +1 +0%
SFG
872
SevenBridge Financial Group
Pennsylvania
$484K -$23K -107 -6%
QFW
873
QTR Family Wealth
Florida
$482K +$206K +961 +82%
CIA
874
Caerus Investment Advisors
Texas
$482K +$459K +2,137 New
DAS
875
Dynamic Advisor Solutions
Arizona
$480K +$51.8K +241 +13%
33 34
35
36 37