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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
851
WealthSource Partners
California
$262K +$273K +5,232 New
BSW
852
Buckingham Strategic Wealth
Missouri
$261K +$16.5K +315 +6%
CRC
853
Curi RMB Capital
Illinois
$261K +$272K +5,199 New
CCB
854
Cutter & Co Brokerage
Missouri
$259K -$15.7K -300 -5%
GCP
855
GSA Capital Partners
United Kingdom
$258K -$203K -3,891 -43%
EWM
856
Empirical Wealth Management
Washington
$257K -$44.4K -850 -14%
NWA
857
Navis Wealth Advisors
New York
$256K – – –
BIM
858
Baldwin Investment Management
Pennsylvania
$256K +$33.2K +635 +14%
AIA
859
Angeles Investment Advisors
California
$256K +$267K +5,103 New
CBA
860
Coastal Bridge Advisors
Connecticut
$255K – – –
RIA
861
Realta Investment Advisors
Delaware
$252K +$262K +5,018 New
SM
862
SG3 Management
Puerto Rico
$251K +$261K +5,000 New
LB
863
Leo Brokerage
Texas
$249K +$20.8K +399 +9%
CWS
864
Cypress Wealth Services
California
$247K -$31.1K -595 -11%
CAGAS
865
Capital Advisory Group Advisory Services
Minnesota
$245K +$14.9K +286 +6%
PCM
866
Parsons Capital Management
Rhode Island
$242K – – –
AG
867
AIA Group
Hong Kong
$242K +$278K +5,316 New
FTDI
868
First Trust Direct Indexing
Massachusetts
$240K +$250K +4,792 New
MYIA
869
Mount Yale Investment Advisors
Colorado
$239K +$8.83K +169 +4%
SS
870
Simplicity Solutions
Minnesota
$239K +$249K +4,769 New
OPWM
871
Oxinas Partners Wealth Management
Indiana
$238K +$30.2K +579 +14%
EN1L
872
Engine No 1 LLC
California
$237K +$246K +4,719 New
PTP
873
Platform Technology Partners
New York
$236K +$246K +4,716 New
EAM
874
Evanson Asset Management
California
$235K – – –
TFGT
875
TS Financial Group (TSFG)
Illinois
$234K +$156K +2,983 +177%
33 34
35
36 37