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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
Arista Wealth Management
Nevada
$275K +$1.13K +38 +0.4%
TVPW
502
Third View Private Wealth
Connecticut
$275K +$57.3K +1,919 +23%
YMRC
503
Yorktown Management & Research Company
Virginia
$270K +$77.6K +2,600 +34%
NA
504
NewEdge Advisors
Louisiana
$266K -$417K -13,958 -58%
PFCS
505
Pale Fire Capital SE
Czech Republic
$265K +$298K +10,000 New
AWA
506
Arkadios Wealth Advisors
Georgia
$264K +$105K +3,510 +54%
SFG
507
Seamount Financial Group
Colorado
$262K – – –
P8IP
508
Pier 88 Investment Partners
California
$257K -$201K -6,730 -41%
DCM
509
DGS Capital Management
New Jersey
$255K +$836 +28 +0.3%
MFA
510
Mayflower Financial Advisors
Massachusetts
$254K +$4.39K +147 +2%
C
511
Cliffwater
California
$254K – – –
PP
512
Prudential plc
United Kingdom
$252K – – –
VF
513
Virtu Financial
New York
$249K +$281K +9,402 New
FFA
514
Farther Finance Advisors
California
$248K +$46.2K +1,549 +19%
IWC
515
Integrated Wealth Concepts
Massachusetts
$245K +$276K +9,237 New
PS
516
Principal Securities
Iowa
$245K +$27.4K +918 +11%
AWM
517
Avior Wealth Management
Nebraska
$244K +$63.9K +2,140 +30%
MCC
518
Malaga Cove Capital
California
$244K +$53.4K +1,788 +24%
ECM
519
Evergreen Capital Management
Washington
$243K +$274K +9,174 New
LWAM
520
Legacy Wealth Asset Management
Minnesota
$242K +$273K +9,138 New
GW
521
Graetz Wealth
Michigan
$239K +$269K +9,012 New
MFG
522
Menard Financial Group
Texas
$234K – – –
NG
523
Norden Group
Utah
$232K -$6.45K -216 -2%
SAM
524
Secure Asset Management
Michigan
$229K +$2.48K +83 +1%
TG
525
TCW Group
California
$229K +$25K +838 +11%
19 20
21
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