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Name Holding Trade Value Shares
Change 		Change in
Stake
APC
1026
Aspire Private Capital
North Carolina
$902K +$862K +12,405 New
VAS
1027
Vestmark Advisory Solutions
Massachusetts
$901K -$178K -2,554 -17%
IA
1028
IAM Advisory
Pennsylvania
$901K -$20.4K -293 -2%
APWM
1029
Argonautica Private Wealth Management
Massachusetts
$901K +$862K +12,397 New
DF
1030
Donoghue Forlines
Massachusetts
$901K +$120K +1,720 +16%
CCG
1031
Catalina Capital Group
California
$898K +$31K +446 +4%
RWA
1032
Redhawk Wealth Advisors
Minnesota
$895K -$219K -3,144 -20%
I
1033
InceptionR
California
$892K +$853K +12,278 New
NCFG
1034
New Century Financial Group
New Jersey
$883K -$51.7K -744 -6%
SW
1035
SVB Wealth
Massachusetts
$880K -$371K -5,341 -31%
SCA
1036
Sassicaia Capital Advisers
New York
$879K +$841K +12,100 New
MAWA
1037
Moss Adams Wealth Advisors
Washington
$879K +$42.3K +609 +5%
9WM
1038
9258 Wealth Management
Ohio
$878K -$695 -10 -0.1%
AC
1039
AlphaCore Capital
California
$877K -$107K -1,537 -11%
VEA
1040
Virtus ETF Advisers
New York
$873K +$16.3K +235 +2%
B
1041
BloombergSen
Ontario, Canada
$872K +$255K +3,667 +44%
HPG
1042
Harvest Portfolios Group
Ontario, Canada
$868K +$830K +11,948 New
PPWP
1043
Premier Path Wealth Partners
New Jersey
$867K -$21.7K -312 -3%
SIG
1044
Stonegate Investment Group
Alabama
$866K +$302K +4,352 +58%
DA
1045
Doliver Advisors
Texas
$866K -$3.13K -45 -0.4%
FB
1046
Fulton Bank
Pennsylvania
$864K +$39.3K +566 +5%
QCIG
1047
Quad-Cities Investment Group
Iowa
$863K – – –
WIS
1048
Wright Investors Service
Connecticut
$862K -$348 -5 -0%
WWA
1049
WCG Wealth Advisors
Nevada
$861K +$823K +11,845 New
GWM
1050
Geneos Wealth Management
Colorado
$860K +$61K +878 +8%
40 41
42
43 44