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Name Holding Trade Value Shares
Change 		Change in
Stake
PVM
851
Palogic Value Management
Texas
$330K – – –
WTG
852
West Tower Group
Virginia
$330K +$335K +600 New
IWM
853
IHT Wealth Management
Illinois
$330K +$74.9K +134 +29%
AFT
854
Alpha Family Trust
California
$327K – – –
CGL
855
Clarius Group LLC
Washington
$327K +$332K +594 New
GWM
856
Gibbs Wealth Management
Georgia
$326K +$12.3K +22 +4%
ICP
857
Interchange Capital Partners
Pennsylvania
$325K +$26.3K +47 +9%
PIA
858
Perennial Investment Advisors
California
$324K +$329K +589 New
GM
859
GeoWealth Management
Illinois
$324K -$31.9K -57 -9%
GS
860
GTS Securities
Florida
$323K +$328K +587 New
PVI
861
Pine Valley Investments
New Jersey
$322K -$76K -136 -19%
SWP
862
Sagespring Wealth Partners
Tennessee
$320K +$325K +582 New
FFN
863
Focus Financial Network
Minnesota
$317K +$33K +59 +11%
CA
864
Claro Advisors
Massachusetts
$312K -$96.7K -173 -23%
WIA
865
Wealthedge Investment Advisors
New York
$311K -$190K -340 -38%
CCAL
866
City Center Advisors LLC
Michigan
$310K -$153K -273 -33%
BA
867
Bluesphere Advisors
Pennsylvania
$307K +$21.2K +38 +7%
GC
868
Garde Capital
Washington
$306K – – –
FT
869
Fiduciary Trust
Massachusetts
$305K +$23.5K +42 +8%
AC
870
ASB Consultores
Florida
$305K -$462K -826 -60%
CB
871
CNB Bank
Pennsylvania
$304K +$309K +553 New
PW
872
PUREfi Wealth
Massachusetts
$304K +$309K +553 New
WCA
873
Westover Capital Advisors
Delaware
$303K – – –
BS
874
Banco Santander
Spain
$302K – – –
GC
875
Gilbert & Cook
Iowa
$302K +$307K +549 New
33 34
35
36 37