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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
701
Compass Financial Advisors
Indiana
$502K -$39.4K -1,426 -7%
AGAM
702
Audent Global Asset Management
California
$500K +$58.2K +2,108 +13%
PWA
703
Providence Wealth Advisors
Illinois
$499K – – –
SRC
704
Sage Rhino Capital
California
$497K +$5.58K +202 +1%
PA
705
Profund Advisors
Maryland
$493K +$73.6K +2,665 +17%
PA
706
PSI Advisors
Florida
$490K +$9.39K +340 +2%
MMA
707
Miracle Mile Advisors
California
$489K +$510K +18,448 New
CC
708
Copperleaf Capital
North Carolina
$487K -$311K -11,259 -38%
TCM
709
Traynor Capital Management
Pennsylvania
$487K +$198K +7,181 +64%
HIIFS
710
Harel Insurance Investments & Financial Services
Israel
$486K -$154K -5,561 -23%
IHL
711
Investment House LLC
California
$483K +$137K +4,965 +37%
TCM
712
Thames Capital Management
New Jersey
$482K +$503K +18,200 New
KJHP
713
K.J. Harrison & Partners
Ontario, Canada
$478K -$387K -14,000 -47%
EC
714
EMJ Capital
Ontario, Canada
$477K +$497K +18,000 New
XT
715
XTX Topco
Cayman Islands
$476K +$189K +6,852 +62%
ASN
716
Advisory Services Network
Georgia
$475K +$52.2K +1,891 +12%
FCAG
717
First Capital Advisors Group
New Jersey
$475K +$496K +17,935 New
ACM
718
AlphaStar Capital Management
North Carolina
$474K -$15.3K -555 -3%
AA
719
Axiom Advisory
California
$471K – – –
BHBT
720
Burke & Herbert Bank & Trust
Virginia
$469K – – –
SC
721
Sepio Capital
Utah
$466K -$249K -9,006 -34%
SVCP
722
Silicon Valley Capital Partners
California
$456K +$89.6K +3,243 +23%
DC
723
Diametric Capital
Massachusetts
$450K +$469K +16,979 New
BFEC
724
Benjamin F. Edwards & Company
Missouri
$448K -$52.7K -1,908 -10%
FPCM
725
Financial Partners Capital Management
New York
$446K – – –
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