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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
401
Icon Wealth Advisors
Texas
$285K -$6.07K -330 -2%
FW
402
FirstPurpose Wealth
Utah
$282K +$5.24K +285 +2%
SWP
403
Stratos Wealth Partners
Ohio
$282K -$85.9K -4,675 -22%
PF
404
Phoenix Financial
Israel
$281K -$3.02M -164,230 -91%
GCM
405
Gallacher Capital Management
Colorado
$281K +$7.54K +410 +3%
FWM
406
FFT Wealth Management
Pennsylvania
$280K +$36.8K +2,000 +14%
CTC
407
Cetera Trust Company
Minnesota
$280K +$11.5K +625 +4%
LNC
408
Lincoln National Corp
Pennsylvania
$279K -$919 -50 -0.3%
APWM
409
Argonautica Private Wealth Management
Massachusetts
$279K -$29.1K -1,585 -9%
CCM
410
Coldstream Capital Management
Washington
$278K +$9.65K +525 +3%
DP
411
Dearborn Partners
Illinois
$269K +$6.71K +365 +2%
SCP
412
Sivia Capital Partners
California
$265K -$1.65K -90 -0.6%
DWM
413
Dakota Wealth Management
Florida
$264K -$56.3K -3,065 -17%
RCA
414
Resonant Capital Advisors
Wisconsin
$263K +$20.4K +1,110 +8%
FAIM
415
Financial Advocates Investment Management
Washington
$262K -$12.7K -690 -4%
DAM
416
Deltec Asset Management
New York
$257K -$91.9K -5,000 -25%
NCM
417
Narwhal Capital Management
Georgia
$257K – – –
PPC
418
Park Place Capital
Alabama
$255K -$188K -10,220 -41%
BBVA
419
Banco Bilbao Vizcaya Argentaria
Spain
$254K +$47.9K +2,605 +21%
SGI
420
Summit Global Investments
Utah
$251K +$269K +14,620 New
PWM
421
Perigon Wealth Management
California
$250K +$39.6K +2,155 +17%
MFG
422
Mosaic Financial Group
Illinois
$249K +$267K +14,500 New
HI
423
Harrington Investments
California
$248K – – –
BC
424
Bridgefront Capital
Texas
$247K +$265K +14,420 New
AIM
425
Anchor Investment Management
South Carolina
$247K – – –
15 16
17
18 19