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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
901
Probabilities Fund Management
New York
$218K – – –
WA
902
WP Advisors
California
$217K – – –
AWM
903
Apollon Wealth Management
South Carolina
$217K +$222K +3,983 New
IGGA
904
Iron Gate Global Advisors
Utah
$216K -$205K -3,665 -48%
QCG
905
Quadrant Capital Group
Ohio
$216K +$29.8K +534 +16%
JIP
906
Jaffetilchin Investment Partners
Florida
$216K +$221K +3,966 New
AWE
907
Avidian Wealth Enterprises
Texas
$215K – – –
RFC
908
Regions Financial Corp
Alabama
$213K -$161K -2,878 -42%
MAM
909
Meeder Asset Management
Ohio
$213K +$202K +3,614 +1,197%
CPIG
910
Chicago Partners Investment Group
Illinois
$213K +$206K +3,692 New
GT
911
Greenleaf Trust
Michigan
$211K +$216K +3,869 New
MIC
912
Means Investment Company
Maine
$210K – – –
ONB
913
Old National Bancorp
Indiana
$210K +$215K +3,848 New
PP
914
Pegasus Partners
Wisconsin
$203K +$208K +3,727 New
CICI
915
Capital Investment Counsel Inc
North Carolina
$202K -$198K -3,550 -49%
AWAP
916
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$202K +$207K +3,708 New
MS
917
Mizuho Securities
Japan
$193K +$159K +2,842 +404%
FF
918
FourThought Financial
Florida
$184K -$5.69K -102 -3%
RWB
919
RMR Wealth Builders
New Jersey
$180K +$27.3K +489 +17%
SAS
920
Stelac Advisory Services
New York
$152K – – –
AIM
921
Anchor Investment Management
South Carolina
$142K +$146K +2,614 New
S
922
Seeyond
France
$142K -$249K -4,462 -63%
EWA
923
Evolution Wealth Advisors
Florida
$140K +$13K +233 +10%
AWA
924
Arkadios Wealth Advisors
Georgia
$133K +$27.9K +500 +26%
TCWA
925
Ten Capital Wealth Advisors
Washington
$128K +$837 +15 +0.6%
35 36
37
38 39