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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
701
Cinctive Capital Management
New York
$901K +$682K +7,018 New
WIS
702
Wright Investors Service
Connecticut
$898K -$28.4K -292 -4%
N
703
Natixis
France
$892K +$267K +2,745 +65%
PWS
704
Peterson Wealth Services
Utah
$885K -$97 -1 -0%
DIM
705
Delta Investment Management
California
$884K +$163K +1,674 +32%
PPW
706
Parcion Private Wealth
Washington
$883K +$122K +1,253 +22%
RCA
707
Roberts Capital Advisors
Colorado
$880K – – –
OWA
708
Outlook Wealth Advisors
Texas
$873K +$21.3K +219 +3%
EP
709
Edgestream Partners
New Jersey
$865K -$692K -7,117 -51%
NWMG
710
National Wealth Management Group
Ohio
$850K +$644K +6,618 New
EAM
711
Erste Asset Management
Austria
$848K +$649K +6,669 New
TCWM
712
Total Clarity Wealth Management
Illinois
$845K -$44.7K -460 -7%
S
713
SignatureFD
Georgia
$844K -$10.3K -106 -2%
CAL
714
Capital Analysts LLC
Pennsylvania
$839K +$97.2K +1,000 +18%
KWM
715
Kingsview Wealth Management
Oregon
$834K -$20.2K -208 -3%
VAS
716
Vestmark Advisory Solutions
Massachusetts
$830K +$628K +6,462 New
LSA
717
Leonteq Securities AG
Switzerland
$829K -$2.91M -29,945 -82%
OFS
718
OneAscent Financial Services
Alabama
$827K +$627K +6,448 New
PSP
719
Principal Street Partners
Tennessee
$825K -$138K -1,419 -18%
NAM
720
NorthCrest Asset Manangement
Minnesota
$823K -$25.7K -264 -4%
EP
721
Essential Partners
California
$822K +$622K +6,398 New
WWM
722
Western Wealth Management
Colorado
$820K +$119K +1,225 +24%
GLA
723
Great Lakes Advisors
Illinois
$819K +$620K +6,376 New
HI
724
Hudock Inc
Pennsylvania
$817K +$95.4K +981 +18%
UCFA
725
United Capital Financial Advisors
Texas
$812K -$731K -7,516 -54%
27 28
29
30 31