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Name Holding Trade Value Shares
Change 		Change in
Stake
VR
876
Valued Retirements
Texas
$420K -$31.9K -51 -7%
WA
877
Wasatch Advisors
Utah
$419K -$99.4K -159 -18%
GFP
878
Gryphon Financial Partners
Ohio
$418K +$54.4K +87 +14%
TAA
879
TB Alternative Assets
Cayman Islands
$418K – – –
7WCP
880
71 West Capital Partners
Massachusetts
$414K +$446K +713 New
VCM
881
Virtue Capital Management
Tennessee
$413K -$7.5M -11,994 -94%
1WA
882
180 Wealth Advisors
Washington
$411K +$60K +96 +16%
MSFS
883
Main Street Financial Solutions
Pennsylvania
$409K -$373K -596 -46%
AS
884
Altshuler Shaham
Israel
$409K -$89.4K -143 -17%
SCG
885
Sonata Capital Group
Washington
$406K -$93.8K -150 -18%
BCM
886
Berbice Capital Management
New York
$406K +$25K +40 +6%
MUMSS
887
Mitsubishi UFJ Morgan Stanley Securities
Japan
$406K +$438K +700 New
DE
888
Diversified Enterprises
Delaware
$405K +$71.3K +114 +20%
UB
889
UMB Bank
Missouri
$403K -$6.88K -11 -2%
FCH
890
Freestone Capital Holdings
Washington
$400K -$73.1K -117 -15%
SPFA
891
Summit Place Financial Advisors
New Jersey
$400K -$15.6K -25 -4%
SWM
892
Spire Wealth Management
Virginia
$400K -$4.02M -6,425 -90%
PE
893
PCM Encore
Colorado
$396K +$426K +681 New
SCA
894
Sandy Cove Advisors
Massachusetts
$395K – – –
PNC
895
Park National Corp
Ohio
$393K -$115K -184 -21%
GC
896
Garde Capital
Washington
$393K +$75K +120 +22%
MAM
897
Martingale Asset Management
Massachusetts
$393K +$423K +676 New
DAS
898
Diversify Advisory Services
Utah
$392K +$1.88K +3 +0.4%
OWA
899
Octavia Wealth Advisors
Ohio
$392K -$6.88K -11 -2%
LAM
900
L2 Asset Management
Massachusetts
$391K +$28.8K +46 +7%
34 35
36
37 38