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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
876
Wealthspire Advisors (New York)
New York
$543K +$16.8K +24 +3%
NWM
877
Napa Wealth Management
California
$537K +$23.1K +33 +4%
HIP
878
HUB Investment Partners
Texas
$533K +$128K +183 +31%
GGA
879
Granite Group Advisors
Connecticut
$528K +$13.3K +19 +3%
WP
880
WealthPLAN Partners
Nebraska
$526K – – –
FRA
881
Frank Rimerman Advisors
California
$526K +$4.89K +7 +0.9%
MYAM
882
Meiji Yasuda Asset Management
Japan
$514K +$44.1K +63 +9%
LFG
883
Larson Financial Group
Missouri
$514K +$73.4K +105 +17%
WPP
884
Whalerock Point Partners
Rhode Island
$513K – – –
ICP
885
Interchange Capital Partners
Pennsylvania
$512K +$96.5K +138 +23%
FFN
886
Focus Financial Network
Minnesota
$509K +$60.8K +87 +14%
MA
887
MJP Associates
Connecticut
$508K +$247K +353 +94%
BJL
888
Brighton Jones LLC
Washington
$508K +$50.3K +72 +11%
TAA
889
TB Alternative Assets
Cayman Islands
$503K -$55.9K -80 -10%
TIM
890
Tevis Investment Management
Texas
$500K -$59.4K -85 -11%
DAS
891
Diversify Advisory Services
Utah
$498K -$9.79K -14 -2%
SPFA
892
Summit Place Financial Advisors
New Jersey
$498K -$699 -1 -0.1%
VCM
893
Versant Capital Management
Arizona
$498K +$5.59K +8 +1%
CIM
894
Cambria Investment Management
California
$496K +$497K +711 New
MMA
895
Miracle Mile Advisors
California
$493K +$81.8K +117 +20%
GFG
896
Greystone Financial Group
Michigan
$493K +$494K +706 New
UB
897
UMB Bank
Missouri
$492K +$210K +300 +74%
QCM
898
QRG Capital Management
Illinois
$491K -$23.8K -34 -5%
KWA
899
Kingswood Wealth Advisors
California
$489K -$327K -468 -40%
OGC
900
Oak Grove Capital
New Hampshire
$489K +$489K +700 New
34 35
36
37 38