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Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
551
Sigma Planning Corp
Michigan
$8.75M -$245K -1,402 -3%
EAM
552
EULAV Asset Management
Florida
$8.71M – – –
KOCAA
553
Knights of Columbus Asset Advisors
Connecticut
$8.71M -$849K -4,856 -10%
WPC
554
Wedmont Private Capital
Pennsylvania
$8.63M +$971K +5,557 +19%
VSQM
555
V-Square Quantitative Management
Illinois
$8.55M -$283K -1,619 -4%
1WA
556
180 Wealth Advisors
Washington
$8.51M +$177K +1,011 +3%
PS
557
Principal Securities
Iowa
$8.36M +$427K +2,443 +6%
DAS
558
Diversify Advisory Services
Utah
$8.35M +$998K +5,712 +22%
IAS
559
Insigneo Advisory Services
Florida
$8.32M -$435K -2,487 -6%
EFM
560
E Fund Management
China
$8.27M -$258K -1,477 -3%
GVAG
561
Great Valley Advisor Group
Delaware
$8.23M +$535K +3,064 +8%
OIA
562
OneDigital Investment Advisors
Kansas
$8.21M +$1.34M +7,662 +23%
KWA
563
Kingswood Wealth Advisors
California
$8.18M +$920K +5,265 +15%
MSFS
564
Main Street Financial Solutions
Pennsylvania
$8.13M +$194K +1,112 +3%
PWS
565
Peterson Wealth Services
Utah
$8.12M +$115K +659 +2%
GCM
566
Goldstream Capital Management
Hong Kong
$8.11M +$3.06M +17,508 +75%
VVP
567
Venture Visionary Partners
Ohio
$8.06M +$235K +1,342 +3%
GIA
568
Gladstone Institutional Advisory
Florida
$8.06M +$649K +3,711 +10%
MCIA
569
Mountain Capital Investment Advisors
Colorado
$8.05M +$119K +679 +2%
TCM
570
Twin Capital Management
Pennsylvania
$8M -$199K -1,141 -3%
EWM
571
Evercore Wealth Management
New York
$7.98M -$525K -3,003 -7%
NI
572
NCP Inc
California
$7.9M -$833K -4,766 -11%
AWM
573
Avitas Wealth Management
California
$7.89M -$165K -946 -2%
BWM
574
BNC Wealth Management
Oregon
$7.84M +$546K +3,126 +9%
AIM
575
Aurora Investment Managers
Florida
$7.84M +$52.8K +302 +0.8%
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