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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
901
Strategic Advisors
New York
$3.83M -$368K -1,547 -9%
CPWM
902
Cypress Point Wealth Management
Texas
$3.83M – – –
APW
903
Austin Private Wealth
Texas
$3.8M -$229K -964 -6%
JRP
904
Jasper Ridge Partners
California
$3.79M – – –
FCP
905
Fidelis Capital Partners
Florida
$3.78M +$639K +2,687 +21%
SWP
906
Semus Wealth Partners
Florida
$3.78M -$68K -286 -2%
FTIS
907
First Trust Investment Solutions
Florida
$3.77M +$3.61M +15,187 New
WAM
908
Weatherly Asset Management
California
$3.77M -$22.8K -96 -0.6%
GW
909
GW & Wade
Massachusetts
$3.76M +$1.01M +4,232 +39%
IA
910
IFG Advisory
Georgia
$3.76M +$158K +665 +5%
GAM
911
Griffin Asset Management
New York
$3.76M +$36.6K +154 +1%
WKSWA
912
White Knight Strategic Wealth Advisors
New Jersey
$3.75M -$140K -590 -4%
APP
913
Avantax Planning Partners
Iowa
$3.75M -$1.13M -4,759 -24%
IB
914
Intrust Bank
Kansas
$3.71M -$92.4K -389 -3%
FA
915
Fountainhead AM
New Jersey
$3.71M +$206K +866 +6%
FC
916
Forte Capital
New York
$3.7M +$124K +521 +4%
CPL
917
CAP Partners LLC
Tennessee
$3.7M +$3.54M +14,895 New
CF
918
Centaurus Financial
California
$3.7M -$109K -457 -3%
ICG
919
InterOcean Capital Group
Tennessee
$3.69M -$135K -567 -4%
KFS
920
Kaizen Financial Strategies
California
$3.69M -$240K -1,009 -6%
WA
921
Wealth Alliance
New York
$3.69M -$20.9K -88 -0.6%
AAP
922
Aristotle Atlantic Partners
Florida
$3.68M -$21.9M -91,944 -86%
DWA
923
Douglass Winthrop Advisors
New York
$3.68M -$3.56K -15 -0.1%
SA
924
Strategic Advocates
Utah
$3.68M -$331K -1,393 -9%
RAM
925
Robocap Asset Management
United Kingdom
$3.67M +$533K +2,242 +18%
35 36
37
38 39