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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
976
Moss Adams Wealth Advisors
Washington
$202K +$3.16K +56 +1%
FW
977
FullCircle Wealth
Texas
$202K +$201K +3,549 New
CAS
978
CTC Alternative Strategies
Illinois
$202K +$215K +3,807 New
QFA
979
Quantum Financial Advisors
California
$201K -$56 -1 -0%
OAS
980
Optivise Advisory Services
Tennessee
$200K -$15.1K -267 -7%
JSAM
981
J. Safra Asset Management
New York
$191K +$84.6K +1,498 +70%
EPW
982
Endeavor Private Wealth
Kansas
$187K +$199K +3,529 New
PK
983
Pflug Koory
Nebraska
$186K – – –
CFP
984
Comprehensive Financial Planning
Pennsylvania
$186K +$198K +3,500 New
PTC
985
Private Trust Company
Ohio
$183K +$21.5K +380 +12%
LSA
986
Leonteq Securities AG
Switzerland
$179K +$187K +3,312 +5,520%
CSP
987
Cary Street Partners
Virginia
$178K +$189K +3,351 New
SIC
988
Salem Investment Counselors
North Carolina
$177K – – –
WPA
989
West Paces Advisors
Georgia
$162K – – –
MFG
990
Menard Financial Group
Texas
$160K +$171K +3,023 New
S
991
Sachetta
Massachusetts
$159K -$20.6K -364 -11%
SIS
992
Sound Income Strategies
Florida
$154K +$12.1K +215 +8%
GEA
993
Glen Eagle Advisors
New Jersey
$150K +$28.2K +500 +22%
HIMS
994
Hager Investment Management Services
New Hampshire
$148K +$158K +2,790 New
ETC
995
Exchange Traded Concepts
Oklahoma
$142K -$2.58M -45,661 -94%
CCM
996
Chilton Capital Management
Texas
$142K +$3.96K +70 +3%
BIG
997
Brooklyn Investment Group
New York
$130K -$1.41K -25 -1%
IHWM
998
Iron Horse Wealth Management
Iowa
$128K -$2.54K -45 -2%
ECM
999
Estabrook Capital Management
New York
$125K – – –
EB
1000
Eastern Bank
Massachusetts
$124K – – –
38 39
40
41 42