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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Calamos Wealth Management
Illinois
$5.26M +$180K +789 +4%
PWP
802
Principle Wealth Partners
Connecticut
$5.26M +$79.8K +350 +2%
CWM
803
Concentrum Wealth Management
California
$5.26M +$38.5K +169 +0.8%
WAM
804
Weiss Asset Management
Massachusetts
$5.25M +$4.57M +20,050 New
BTI
805
Blue Trust Inc
Georgia
$5.22M +$1.47M +6,457 +32%
PCM
806
Penserra Capital Management
California
$5.18M +$174K +762 +4%
IP
807
Ignite Planners
California
$5.16M -$42.2K -185 -0.9%
SA
808
Strategic Advisors
New York
$5.15M +$418K +1,833 +10%
WWA
809
WCG Wealth Advisors
Nevada
$5.15M -$1.37K -6 -0%
DC
810
DeDora Capital
California
$5.15M -$48.8K -214 -1%
DWM
811
Diversify Wealth Management
Utah
$5.14M +$82.1K +360 +2%
BCA
812
Bay Colony Advisors
Massachusetts
$5.14M -$7.75K -34 -0.2%
CFGS
813
Concourse Financial Group Securities
Alabama
$5.13M -$268K -1,176 -6%
RP
814
Rice Partnership
Hawaii
$5.13M +$685K +3,002 +18%
JPWM
815
Jamison Private Wealth Management
Georgia
$5.12M +$192K +843 +4%
KA
816
Kovack Advisors
Florida
$5.12M -$313K -1,371 -7%
KF
817
Krilogy Financial
Missouri
$5.11M +$278K +1,217 +7%
SQA
818
Simon Quick Advisors
New Jersey
$5.11M +$646K +2,831 +17%
DWM
819
Dakota Wealth Management
Florida
$5.05M -$66.1K -290 -1%
HAS
820
HBW Advisory Services
California
$5.05M -$515K -2,260 -10%
SG
821
StoneX Group
New York
$5.04M +$193K +845 +5%
KC
822
Kadensa Capital
Hong Kong
$5.04M +$4.39M +19,270 New
GSWM
823
Greenup Street Wealth Management
Michigan
$4.98M -$1.05M -4,626 -20%
KIA
824
KCM Investment Advisors
California
$4.98M -$105K -461 -2%
CMI
825
Clare Market Investments
Texas
$4.97M -$1.12M -4,894 -20%
31 32
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