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TOST

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
376
Steward Partners Investment Advisory
New York
$920K +$278K +7,064 +52%
P8IP
377
Pier 88 Investment Partners
California
$916K -$542K -13,780 -40%
GIBU
378
Gulf International Bank (UK)
United Kingdom
$910K – – –
P
379
&Partners
Tennessee
$902K +$381K +9,691 +91%
SW
380
SteelPeak Wealth
California
$898K +$197K +5,000 +33%
DT
381
Diversified Trust
Tennessee
$893K -$113K -2,867 -12%
HT
382
HAP Trading
New York
$870K +$232K +5,905 +43%
KAS
383
Kestra Advisory Services
Texas
$866K +$492K +12,525 +178%
NFSG
384
Newbridge Financial Services Group
Florida
$858K +$716K +18,228 +1,585%
CW
385
CreativeOne Wealth
Kansas
$850K +$754K +19,188 New
RWA
386
Redhawk Wealth Advisors
Minnesota
$843K +$748K +19,024 New
S
387
SignatureFD
Georgia
$838K +$686K +17,449 +1,185%
CICI
388
Capital Investment Counsel Inc
North Carolina
$833K – – –
IWM
389
IHT Wealth Management
Illinois
$823K +$55.7K +1,417 +8%
CWM
390
CIBC World Markets
New York
$820K +$11.7K +297 +2%
PFG
391
Prosperity Financial Group
California
$815K +$7.23K +184 +1%
TWPM
392
Total Wealth Planning & Management
Florida
$814K +$723K +18,388 New
ICM
393
Intrepid Capital Management
Florida
$789K +$9.24K +235 +1%
DFCM
394
Dark Forest Capital Management
Puerto Rico
$784K -$964K -24,521 -58%
IGAM
395
iA Global Asset Management
Quebec, Canada
$776K -$14K -355 -2%
TWM
396
Trevian Wealth Management
Massachusetts
$774K -$228K -5,800 -25%
EOJOAM
397
E. Ohman J:or Asset Management
Sweden
$771K – – –
CPIG
398
Chicago Partners Investment Group
Illinois
$752K +$104K +2,656 +20%
AS
399
Aware Super
Australia
$746K – – –
CMF
400
Counterpoint Mutual Funds
California
$745K -$193K -4,909 -23%
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16
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