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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1251
Westmount Partners
California
$230K -$39K -745 -17%
IWN
1252
Independent Wealth Network
Iowa
$229K +$195K +3,719 New
CFG
1253
Citizens Financial Group
Rhode Island
$229K +$194K +3,717 New
IC
1254
Iconiq Capital
California
$229K +$194K +3,716 New
MCP
1255
Mirador Capital Partners
California
$227K +$193K +3,691 New
DFCM
1256
Dark Forest Capital Management
Puerto Rico
$226K -$219K -4,182 -53%
CRI
1257
Colonial River Investments
Virginia
$225K +$191K +3,658 New
HA
1258
Herold Advisors
New York
$225K +$191K +3,650 New
CG
1259
Corundum Group
Colorado
$224K +$190K +3,633 New
GI
1260
GAMMA Investing
California
$224K +$179K +3,427 New
HWM
1261
HighMark Wealth Management
Minnesota
$221K +$2.2K +42 +1%
IFAM
1262
Institutional & Family Asset Management
Colorado
$221K -$2.46K -47 -1%
TIA
1263
Trust Investment Advisors
Indiana
$220K +$187K +3,581 New
WI
1264
Wintrust Investments
Illinois
$220K -$46.4K -886 -20%
PFGIA
1265
Patriot Financial Group Insurance Agency
Massachusetts
$218K +$185K +3,538 New
DC
1266
DeDora Capital
California
$217K +$185K +3,531 New
KCFA
1267
Key Client Fiduciary Advisors
New Jersey
$216K +$184K +3,510 New
PMG
1268
ProVise Management Group
Florida
$216K -$52.3K -1,000 -22%
ARC
1269
Advisor Resource Council
Texas
$216K +$183K +3,504 New
NAM
1270
NTV Asset Management
West Virginia
$215K -$592K -11,325 -76%
MCI
1271
MRP Capital Investments
Georgia
$215K +$183K +3,500 New
HCM
1272
Howland Capital Management
Massachusetts
$215K +$183K +3,490 New
IA
1273
IFG Advisory
Georgia
$213K +$181K +3,455 New
FC
1274
FORA Capital
Florida
$210K +$179K +3,414 New
MAG
1275
MRA Advisory Group
New Jersey
$210K +$178K +3,411 New
49 50
51
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