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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
801
Wealth Management Associates
New Jersey
$207K – – –
VVP
802
Venture Visionary Partners
Ohio
$207K +$15.8K +594 +6%
QFA
803
Quattro Financial Advisors
Texas
$207K – – –
VLC
804
Van Leeuwen & Company
New Jersey
$207K +$5.26K +198 +2%
1WA
805
180 Wealth Advisors
Washington
$207K +$258K +9,700 New
AC
806
Avestar Capital
New York
$206K -$403K -15,172 -60%
DWA
807
Douglass Winthrop Advisors
New York
$205K – – –
SPA
808
Sentinel Pension Advisors
Massachusetts
$205K +$265K +10,000 New
B
809
Bellecapital
Switzerland
$204K +$717 +27 +0.3%
CC
810
Cipher Capital
New York
$203K +$264K +9,934 New
CCA
811
Column Capital Advisors
Indiana
$202K -$43.8K -1,648 -14%
SFP
812
Sandbox Financial Partners
Maryland
$201K -$22.7K -854 -8%
C
813
Covestor
United Kingdom
$190K +$154K +5,783 +164%
BOCH
814
Blue Owl Capital Holdings
New York
$185K – – –
LS
815
Livforsakringsbolaget Skandia
Sweden
$170K – – –
BAMF
816
BI Asset Management Fondsmaeglerselskab
Denmark
$168K -$14.8K -559 -6%
NFSG
817
Newbridge Financial Services Group
Florida
$168K -$12.2K -458 -5%
NICM
818
Neo Ivy Capital Management
New York
$166K +$117K +4,411 +119%
FIA
819
FNY Investment Advisers
New York
$165K -$240K -9,050 -53%
PFGIA
820
Patriot Financial Group Insurance Agency
Massachusetts
$165K -$48.8K -1,838 -19%
MS
821
Mizuho Securities
Japan
$164K -$195K -7,360 -65%
ALAM
822
Asahi Life Asset Management
Japan
$163K +$212K +7,980 New
JPLA
823
Joseph P. Lucia & Associates
New York
$158K +$1.2K +45 +0.6%
CA
824
Clearstead Advisors
Ohio
$158K +$42.8K +1,613 +26%
FCA
825
FinTrust Capital Advisors
South Carolina
$156K +$28.6K +1,076 +19%
31 32
33
34 35