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Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
751
Glass Jacobson Investment Advisors
Maryland
$214K +$30.5K +335 +16%
NCM
752
Novare Capital Management
North Carolina
$213K – – –
WPC
753
Wedmont Private Capital
Pennsylvania
$212K +$215K +2,364 New
WIM
754
Westside Investment Management
California
$211K +$222K +2,435 New
PCS
755
Personal CFO Solutions
New Jersey
$208K -$94.1K -1,034 -30%
GT
756
Glenmede Trust
Pennsylvania
$208K +$219K +2,401 New
TSW
757
Three Seasons Wealth
Utah
$207K -$14K -154 -6%
ECA
758
Elevated Capital Advisors
Utah
$207K +$218K +2,395 New
BSW
759
Buckingham Strategic Wealth
Missouri
$203K +$214K +2,349 New
OQS
760
Occudo Quantitative Strategies
Florida
$203K +$213K +2,340 New
LI
761
LRI Investments
Florida
$195K +$205K +2,254 New
GM
762
GeoWealth Management
Illinois
$195K +$205K +2,249 New
ACA
763
Atlas Capital Advisors
Wyoming
$188K -$36.4K -400 -16%
PA
764
Parallel Advisors
California
$188K +$149K +1,632 +303%
GRP
765
Global Retirement Partners
California
$186K +$124K +1,363 +173%
EWA
766
EverSource Wealth Advisors
Alabama
$178K -$214K -2,349 -51%
CA
767
Clearstead Advisors
Ohio
$161K +$39.6K +435 +31%
LOIM
768
Liberty One Investment Management
Illinois
$157K -$118K -1,295 -42%
IAIM
769
International Assets Investment Management
Florida
$156K +$164K +1,801 New
PTC
770
Private Trust Company
Ohio
$153K +$139K +1,525 +643%
IA
771
IFP Advisors
Florida
$145K +$118K +1,293 +337%
NRG
772
Nemes Rush Group
Michigan
$144K +$95.5K +1,049 +171%
A
773
AlphaQuest
New York
$137K +$143K +1,566 +10,440%
LSA
774
Leonteq Securities AG
Switzerland
$126K +$45.1K +495 +51%
CWC
775
Carolinas Wealth Consulting
North Carolina
$126K +$91 +1 +0.1%
29 30
31
32 33