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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
851
Concurrent Investment Advisors
Florida
$635K +$160K +986 +34%
FHA
852
Flagship Harbor Advisors
Massachusetts
$632K +$488 +3 +0.1%
LWMM
853
Legacy Wealth Management (Mississippi)
Mississippi
$632K – – –
PWMG
854
Prestige Wealth Management Group
New Jersey
$631K -$28.5K -175 -4%
VAS
855
Vestmark Advisory Solutions
Massachusetts
$625K +$623K +3,828 New
TP
856
Tranquility Partners
Tennessee
$624K – – –
OL
857
Optas LLC
Texas
$624K -$21.3K -131 -3%
CFM
858
Capricorn Fund Managers
United Kingdom
$620K +$619K +3,800 New
IFG
859
Independent Financial Group
California
$618K -$44.8K -275 -7%
MG
860
Mather Group
Illinois
$617K +$651 +4 +0.1%
EH
861
Equitable Holdings
New York
$614K -$7.81K -48 -1%
SPG
862
Strategic Planning Group
Utah
$613K +$68.7K +422 +13%
AC
863
Avestar Capital
New York
$613K +$140K +858 +30%
LSPW
864
Lake Street Private Wealth
Illinois
$612K -$192K -1,178 -24%
TPI
865
Trust Point Inc
Wisconsin
$611K -$519K -3,187 -46%
CFS
866
Coordinated Financial Services
Colorado
$608K +$606K +3,725 New
OWA
867
One Wealth Advisors
California
$608K +$156K +960 +35%
SIA
868
Schear Investment Advisers
Ohio
$605K +$17.4K +107 +3%
IFU
869
iSAM Funds (UK)
United Kingdom
$602K +$600K +3,689 New
VWM
870
VCI Wealth Management
Missouri
$601K -$22.8K -140 -4%
UB
871
UMB Bank
Missouri
$601K -$1.79K -11 -0.3%
WH
872
Wallace Hart
Kentucky
$600K +$598K +3,675 New
NG
873
Norden Group
Utah
$595K +$186K +1,145 +46%
LAS
874
LWM Advisory Services
Florida
$594K -$12.4K -76 -2%
HCS
875
Himension Capital (Singapore)
Singapore
$590K -$720K -4,421 -55%
33 34
35
36 37