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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1001
CreativeOne Wealth
Kansas
$2.27M +$138K +1,789 +6%
KFP
1002
KMG Fiduciary Partners
Ohio
$2.27M -$33.9K -441 -1%
PFGIA
1003
Patriot Financial Group Insurance Agency
Massachusetts
$2.26M +$1.24M +16,173 +106%
FHA
1004
Flagship Harbor Advisors
Massachusetts
$2.26M +$117K +1,518 +5%
VVP
1005
Venture Visionary Partners
Ohio
$2.25M -$2.31M -29,968 -49%
CUAMC
1006
China Universal Asset Management Company
China
$2.24M -$398K -5,165 -14%
ICM
1007
III Capital Management
Florida
$2.24M -$1.4M -18,159 -37%
EWM
1008
Empirical Wealth Management
Washington
$2.24M -$46.8K -608 -2%
RBC
1009
Romano Brothers & Co
Illinois
$2.24M +$465K +6,045 +24%
CCP
1010
Carmel Capital Partners
California
$2.23M +$709K +9,214 +42%
QOP
1011
Quinn Opportunity Partners
Virginia
$2.23M +$2.39M +31,000 New
GSEP
1012
Golden State Equity Partners
California
$2.22M +$1.39M +18,090 +141%
PWM
1013
Palacios Wealth Management
Florida
$2.22M +$419K +5,441 +22%
PTC
1014
Private Trust Company
Ohio
$2.22M -$59.8K -777 -2%
NRC
1015
New Republic Capital
North Carolina
$2.22M -$195K -2,530 -8%
RIL
1016
Rothschild Investment LLC
Illinois
$2.21M +$326K +4,238 +16%
SAM
1017
Steinberg Asset Management
New York
$2.21M +$760K +9,875 +47%
RA
1018
RiverPark Advisors
New York
$2.21M +$6.77K +88 +0.3%
MC
1019
Middleton & Co
Massachusetts
$2.2M +$1.81M +23,510 +331%
OC
1020
Oarsman Capital
Wisconsin
$2.19M +$11K +143 +0.5%
SI
1021
Shaker Investments
Ohio
$2.19M -$1.16M -15,012 -33%
ERWM
1022
Elk River Wealth Management
Colorado
$2.18M -$3.29M -42,722 -58%
SRS
1023
Strong Retirement Solutions
Washington
$2.18M +$104K +1,350 +5%
DWM
1024
Dakota Wealth Management
Florida
$2.16M -$5.43M -70,563 -70%
DT
1025
Diversified Trust
Tennessee
$2.16M -$251K -3,263 -10%
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