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Name Holding Trade Value Shares
Change 		Change in
Stake
MS
901
Maven Securities
Jersey
$212K +$207K +4,730 New
CPA
902
Clear Perspective Advisors
Illinois
$211K +$4.37K +100 +2%
SG
903
StoneX Group
New York
$211K +$206K +4,715 New
CIAS
904
Capital Investment Advisory Services
North Carolina
$206K +$743 +17 +0.4%
QWM
905
Quaker Wealth Management
New Jersey
$206K +$201K +4,597 New
CG
906
Caprock Group
Idaho
$204K -$425K -9,732 -68%
HH
907
Hilltop Holdings
Texas
$204K +$199K +4,546 New
EWM
908
Empirical Wealth Management
Washington
$202K -$27.3K -625 -12%
MA
909
Mutual Advisors
Nebraska
$201K -$191K -4,375 -49%
GCMG
910
Gyroscope Capital Management Group
Florida
$201K +$196K +4,484 New
BAM
911
Boyar Asset Management
New York
$201K +$196K +4,492 New
QCG
912
Quadrant Capital Group
Ohio
$193K +$5.9K +135 +3%
AIM
913
Anchor Investment Management
South Carolina
$191K +$47.4K +1,085 +34%
JWA
914
JFS Wealth Advisors
Pennsylvania
$183K +$178K +4,074 New
CP
915
Corbenic Partners
Pennsylvania
$181K +$5.46K +125 +3%
LWM
916
Liberty Wealth Management
California
$180K +$49K +1,122 +39%
BU
917
BBVA USA
Alabama
$171K -$222K -5,088 -57%
SQA
918
Simon Quick Advisors
New Jersey
$169K +$106K +2,436 +180%
CAI
919
Capital Advisors Inc
Oklahoma
$168K +$1.25M +28,685 New
CFA
920
Cahill Financial Advisors
Minnesota
$167K +$162K +3,717 New
ADL
921
Asset Dedication LLC
California
$161K +$12.8K +293 +9%
JCM
922
Jacobi Capital Management
Pennsylvania
$148K +$24.2K +555 +20%
HPC
923
HM Payson & Co
Maine
$148K +$143K +3,284 +20,525%
LWCFA
924
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$139K – – –
CC
925
Centiva Capital
New York
$137K -$65.2K -1,493 -33%
35 36
37
38 39