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Name Holding Trade Value Shares
Change 		Change in
Stake
HAI
601
Hennessy Advisors Inc
California
$993K +$1.05M +4,926 New
NAAA
602
New Age Alpha Advisors
New York
$993K +$1.05M +4,926 New
FNBTCON
603
First National Bank & Trust Co of Newtown
Pennsylvania
$993K -$42.2K -198 -4%
CFG
604
Citizens Financial Group
Rhode Island
$993K +$41.5K +195 +4%
PRI
605
Prepared Retirement Institute
Pennsylvania
$985K – – –
PWP
606
Prasad Wealth Partners
Ohio
$983K +$7.03K +33 +0.7%
MPPW
607
Mitchell & Pahl Private Wealth
Oklahoma
$972K – – –
DTL
608
Dynamic Technology Lab
Singapore
$970K +$1.03M +4,812 New
AIM
609
Anchor Investment Management
South Carolina
$968K +$7.46K +35 +0.7%
AIM
610
Avanda Investment Management
Singapore
$968K +$1.02M +4,800 New
AU
611
AlphaGrep UK
$961K +$628K +2,948 +162%
MG
612
Marex Group
$960K +$1.01M +4,763 New
FRA
613
Frank Rimerman Advisors
California
$943K -$37.1K -174 -4%
VVP
614
Venture Visionary Partners
Ohio
$942K -$322K -1,510 -24%
BDS
615
Banco de Sabadell
Florida
$935K -$5.97K -28 -0.6%
EPW
616
Evolve Private Wealth
California
$934K +$652K +3,058 +195%
CC
617
Chicago Capital
Illinois
$926K – – –
EH
618
Equitable Holdings
New York
$889K -$149K -699 -14%
FPAS
619
Focus Partners Advisor Solutions
Missouri
$886K +$936K +4,394 New
CW
620
CreativeOne Wealth
Kansas
$882K -$10.9K -51 -1%
MC
621
Machina Capital
France
$880K +$13.2K +62 +1%
FFA
622
Farther Finance Advisors
California
$872K -$239K -1,122 -21%
FWCM
623
Ferguson Wellman Capital Management
Oregon
$865K +$1.49K +7 +0.2%
SAG
624
SageView Advisory Group
California
$860K -$341K -1,598 -27%
EDRH
625
Edmond de Rothschild Holding
Switzerland
$854K +$626K +2,936 +226%
23 24
25
26 27