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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
501
Hollencrest Capital Management
California
$238K – – –
HI
502
Horizon Investments
North Carolina
$237K +$1.7K +9 +0.8%
FCP
503
Fidelis Capital Partners
Florida
$237K -$9.23K -49 -4%
MG
504
Marex Group
$236K -$32.6K -173 -13%
KFSC
505
Keystone Financial Services (Colorado)
Colorado
$235K +$15.1K +80 +8%
IWM
506
IHT Wealth Management
Illinois
$233K -$144K -767 -40%
PAG
507
Poinciana Advisors Group
Florida
$233K +$212K +1,127 New
CCA
508
Checchi Capital Advisers
California
$231K -$12.2K -65 -6%
AFGAS
509
Allegiance Financial Group Advisory Services
Virginia
$230K +$209K +1,109 New
SDIC
510
South Dakota Investment Council
South Dakota
$228K – – –
IWC
511
Integrated Wealth Concepts
Massachusetts
$227K -$3.96K -21 -2%
OCBCO
512
Oversea-Chinese Banking Corp (OCBC)
Singapore
$225K +$205K +1,087 New
FC
513
FORA Capital
Florida
$220K -$2.26M -12,018 -92%
VSQM
514
V-Square Quantitative Management
Illinois
$219K -$21.3K -113 -10%
ACA
515
Aptus Capital Advisors
Alabama
$218K +$199K +1,055 New
TAM
516
Trust Asset Management
Texas
$218K – – –
CAG
517
Cypress Advisory Group
Arizona
$218K +$198K +1,053 New
CG
518
Caprock Group
Idaho
$217K +$198K +1,049 New
AWA
519
Aaron Wealth Advisors
Illinois
$216K +$197K +1,045 New
PWP
520
Principle Wealth Partners
Connecticut
$216K +$197K +1,045 New
CIA
521
Choate Investment Advisors
Massachusetts
$216K +$196K +1,042 New
CGL
522
Clarius Group LLC
Washington
$215K -$27.9K -148 -12%
BMCM
523
Bryn Mawr Capital Management
Pennsylvania
$214K +$195K +1,035 New
PA
524
Procyon Advisors
Connecticut
$214K -$73.3K -389 -27%
QC
525
Quantessence Capital
New York
$213K +$194K +1,029 New
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