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Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
976
Golden State Equity Partners
California
$3.3M +$1.71M +7,179 +117%
SMC
977
Smith, Moore & Co
Missouri
$3.3M -$2.85K -12 -0.1%
MYIA
978
Mount Yale Investment Advisors
Colorado
$3.29M +$1.23M +5,184 +64%
GP
979
Girard Partners
Pennsylvania
$3.28M -$41.1K -173 -1%
OPWM
980
Oxinas Partners Wealth Management
Indiana
$3.27M +$53.2K +224 +2%
TWM
981
TriaGen Wealth Management
California
$3.27M -$88.4K -372 -3%
FDC
982
Flight Deck Capital
California
$3.26M +$190K +800 +7%
DWM
983
Dakota Wealth Management
Florida
$3.25M +$201K +846 +7%
ISWM
984
Independent Solutions Wealth Management
New York
$3.23M +$562K +2,363 +22%
BCM
985
BluePath Capital Management
Georgia
$3.22M +$1.52M +6,406 +87%
OCM
986
One Capital Management
California
$3.21M -$200K -840 -6%
CWM
987
Cabot Wealth Management
Massachusetts
$3.2M -$1.06M -4,445 -26%
AAIS
988
ABN AMRO Investment Solutions
$3.2M -$61.6K -259 -2%
MRG
989
Milestone Resources Group
British Virgin Islands
$3.19M – – –
NW
990
Naviter Wealth
Arkansas
$3.19M +$397K +1,669 +15%
DCM
991
Decatur Capital Management
Georgia
$3.18M +$226K +952 +8%
WP
992
WealthPLAN Partners
Nebraska
$3.17M -$27.6K -116 -0.9%
FA
993
Financial Avengers
California
$3.16M -$869K -3,655 -22%
TPCW
994
TD Private Client Wealth
New York
$3.16M +$31.1K +131 +1%
MTIM
995
Marathon Trading Investment Management
Pennsylvania
$3.16M +$2.96M +12,466 +4,776%
FA
996
FDx Advisors
Illinois
$3.14M +$126K +532 +4%
LCM
997
Legato Capital Management
California
$3.14M – – –
MECA
998
Miller Equity Capital Advisors
Texas
$3.13M – – –
MPW
999
Monterey Private Wealth
California
$3.11M -$5.23K -22 -0.2%
PA
1000
PFG Advisors
Arizona
$3.09M -$72K -303 -2%
38 39
40
41 42