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Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
951
Kiley Juergens Wealth Management
Washington
$4.03M -$235K -705 -4%
SLFPAM
952
St. Louis Financial Planners Asset Management
Missouri
$4.03M -$556K -1,668 -10%
PPWP
953
Premier Path Wealth Partners
New Jersey
$4.02M -$685K -2,055 -12%
BSAM
954
Blue Square Asset Management
New York
$4.02M -$4.38M -13,135 -46%
EDRH
955
Edmond de Rothschild Holding
Switzerland
$4M +$60.3K +181 +1%
QT
956
Quantbot Technologies
New York
$3.99M -$2.47M -7,420 -33%
OPWM
957
Oxinas Partners Wealth Management
Indiana
$3.99M +$840K +2,520 +20%
MCIA
958
Mountain Capital Investment Advisors
Colorado
$3.98M -$5.53M -16,580 -52%
AG
959
Algert Global
California
$3.98M -$4.16M -12,484 -45%
FA
960
Fountainhead AM
New Jersey
$3.97M +$463K +1,390 +10%
LCM
961
Legato Capital Management
California
$3.97M +$1.47M +4,400 +40%
JSL
962
JT Stratford LLC
Georgia
$3.96M -$3.05M -9,161 -37%
AFA
963
Arlington Financial Advisors
California
$3.96M -$254K -761 -5%
TWM
964
TLW Wealth Management
Florida
$3.96M +$1.01M +3,045 +25%
SA
965
Sovran Advisors
California
$3.96M +$1.25M +3,752 +30%
CCM
966
Conway Capital Management
California
$3.94M +$880K +2,640 +21%
DSA
967
Droms Strauss Advisors
Missouri
$3.94M -$82.6K -248 -2%
FCA
968
Fortis Capital Advisors
Kansas
$3.94M -$1.36M -4,090 -21%
TYCC
969
Texas Yale Capital Corp
Florida
$3.91M -$248K -745 -5%
PCM
970
Penserra Capital Management
California
$3.91M -$2.25M -6,745 -31%
HWA
971
HCR Wealth Advisors
California
$3.9M +$266K +798 +6%
USCWA
972
U.S. Capital Wealth Advisors
Texas
$3.9M -$1.75M -5,239 -26%
DWM
973
Dakota Wealth Management
Florida
$3.9M -$969K -2,909 -16%
MSR
974
Main Street Research
Connecticut
$3.9M -$308K -923 -6%
MWM
975
Modern Wealth Management
Kansas
$3.9M +$1.85M +5,557 +59%
37 38
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