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Name Holding Trade Value Shares
Change 		Change in
Stake
LMFP
926
Larry Mathis Financial Planning
Arizona
$709K +$801K +4,229 New
SC
927
SouthState Corp
Florida
$709K -$391K -2,066 -33%
AC
928
Avestar Capital
New York
$708K -$89.2K -471 -10%
LOAME
929
Lombard Odier Asset Management (Europe)
United Kingdom
$705K +$796K +4,205 New
FFL
930
Future Fund LLC
Illinois
$703K +$10.2K +54 +1%
AF
931
Atala Financial
California
$699K -$48.7K -257 -6%
PSP
932
Principal Street Partners
Tennessee
$697K -$27.8K -147 -3%
BPW
933
Bingham Private Wealth
California
$696K -$26.3K -139 -3%
PFS
934
Prospera Financial Services
Texas
$693K -$44.5K -235 -5%
PCS
935
Personal CFO Solutions
New Jersey
$691K -$85.4K -451 -10%
IAN
936
Integrated Advisors Network
Texas
$690K +$93.3K +493 +14%
WA
937
Wealth Alliance
New York
$690K +$779K +4,112 New
SAM
938
Strategy Asset Managers
California
$689K +$15.1K +80 +2%
MFP
939
Meridian Financial Partners
Virginia
$689K -$11K -58 -2%
HCM
940
HMS Capital Management
Tennessee
$688K -$2.08K -11 -0.3%
JE
941
JMAC Enterprises
Pennsylvania
$688K +$1.51K +8 +0.2%
CGF
942
Constant Guidance Financial
Massachusetts
$686K +$774K +4,090 New
EI
943
Ellevest Inc
New York
$681K -$66.1K -349 -8%
WIA
944
World Investment Advisors
California
$680K -$78K -412 -11%
PE
945
PCM Encore
Colorado
$680K -$41.5K -219 -5%
LAM
946
LECAP Asset Management
United Kingdom
$678K +$766K +4,044 New
PIM
947
Penobscot Investment Management
Massachusetts
$668K -$1.3M -6,891 -63%
KA
948
Kintegral Advisory
New York
$667K – – –
IAS
949
Insigneo Advisory Services
Florida
$665K +$280K +1,481 +60%
BA
950
Bridgewater Advisors
New York
$659K -$95.6K -505 -12%
36 37
38
39 40