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Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
926
Twin Focus Capital Partners
Massachusetts
$690K – – –
KOC
927
Koss-Olinger Consulting
Florida
$687K -$349K -6,677 -37%
WAM
928
Weiss Asset Management
Massachusetts
$687K +$583K +11,150 New
HIA
929
Harbor Investment Advisory
Maryland
$686K +$194K +3,715 +50%
AWM
930
Avaii Wealth Management
Wisconsin
$681K -$106K -2,026 -15%
AWA
931
Arkadios Wealth Advisors
Georgia
$681K +$11.6K +222 +2%
EWM
932
Empirical Wealth Management
Washington
$681K +$578K +11,055 New
WWP
933
Waypoint Wealth Partners
California
$680K – – –
CC
934
Corton Capital
Ontario, Canada
$676K -$753K -14,391 -57%
MCCP
935
Mission Creek Capital Partners
California
$675K -$88K -1,683 -13%
IWS
936
Integrity Wealth Solutions
Colorado
$675K +$573K +10,957 New
FA
937
FDx Advisors
Illinois
$672K -$110K -2,106 -16%
GSC
938
Grey Street Capital
Illinois
$671K +$1.88K +36 +0.3%
BBP
939
Banco BTG Pactual
Brazil
$669K +$554K +10,597 New
RWMG
940
Redwood Wealth Management Group
New Jersey
$667K -$74.5K -1,425 -12%
PL
941
Perpetual Ltd
Australia
$667K +$258K +4,941 +84%
CCM
942
Coldstream Capital Management
Washington
$664K +$564K +10,778 New
MAWA
943
Moss Adams Wealth Advisors
Washington
$662K +$32.5K +622 +6%
FCBT
944
First Citizens Bank & Trust
North Carolina
$662K -$8.79K -168 -2%
TPWA
945
Twin Peaks Wealth Advisors
California
$656K +$557K +10,656 New
B
946
BloombergSen
Ontario, Canada
$655K -$252K -4,817 -31%
FTIS
947
First Trust Investment Solutions
Florida
$651K +$553K +10,576 New
FFA
948
Farther Finance Advisors
California
$650K +$321K +6,144 +139%
EFMC
949
Empire Financial Management Company
New York
$646K – – –
G
950
Greycroft
New York
$646K – – –
36 37
38
39 40