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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
901
Perennial Investment Advisors
California
$212K +$246K +1,449 New
PCS
902
Personal CFO Solutions
New Jersey
$211K +$7.47K +44 +3%
AWM
903
Abound Wealth Management
Tennessee
$208K -$170 -1 -0.1%
PPWP
904
Premier Path Wealth Partners
New Jersey
$203K +$236K +1,390 New
CPRC
905
Consolidated Portfolio Review Corp
New York
$202K +$11.5K +68 +5%
LOIM
906
Liberty One Investment Management
Illinois
$193K +$16.1K +95 +8%
BF
907
BOK Financial
Oklahoma
$189K – – –
FP
908
Financial Perspectives
Minnesota
$187K – – –
AF
909
Advisornet Financial
Minnesota
$185K -$41.7K -246 -16%
RI
910
Ridgewood Investments
New Jersey
$184K +$17K +100 +8%
IWA
911
Icon Wealth Advisors
Texas
$182K +$65.8K +388 +45%
WPA
912
Wealth Preservation Advisors
Tennessee
$168K +$195K +1,151 New
RAM
913
Ramirez Asset Management
New York
$168K +$50.9K +300 +35%
SAM
914
Smartleaf Asset Management
Massachusetts
$164K +$34.6K +204 +23%
BAM
915
BOCHK Asset Management
Hong Kong
$162K -$8.06M -47,493 -98%
GM
916
GeoWealth Management
Illinois
$158K -$7.64K -45 -4%
BIG
917
Brooklyn Investment Group
New York
$153K +$73.1K +431 +70%
SVCP
918
Silicon Valley Capital Partners
California
$151K – – –
QL
919
Quarry LP
New York
$143K +$53.3K +314 +47%
AAP
920
Arax Advisory Partners
Colorado
$133K -$151K -892 -49%
VIS
921
Vega Investment Solutions
France
$131K +$153K +899 New
A
922
Allianz
Germany
$130K -$154K -910 -51%
VSQM
923
V-Square Quantitative Management
Illinois
$129K -$1.19K -7 -0.8%
FDW
924
Fourth Dimension Wealth
Ohio
$128K -$80.4K -474 -35%
TPCW
925
TD Private Client Wealth
New York
$122K +$11.5K +68 +9%
35 36
37
38 39