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Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
976
Frank Rimerman Advisors
California
$1.5M +$23.2K +73 +2%
GWM
977
Greenline Wealth Management
Florida
$1.5M +$96.1K +303 +7%
PWMG
978
Prestige Wealth Management Group
New Jersey
$1.5M +$97K +306 +7%
DWM
979
Dynasty Wealth Management
Florida
$1.5M -$68.2K -215 -5%
CQWA
980
Chokshi & Queen Wealth Advisors
California
$1.49M +$1.01M +3,200 +256%
SSA
981
Schonfeld Strategic Advisors
New York
$1.48M +$1.41M +4,434 New
RWPA
982
Richard W. Paul & Associates
Michigan
$1.48M -$570K -1,798 -29%
HHCP
983
Hilton Head Capital Partners
South Carolina
$1.48M -$323K -1,020 -19%
PL
984
Plancorp LLC
Missouri
$1.48M +$12.1K +38 +0.8%
GH
985
GAM Holding
Switzerland
$1.47M -$427K -1,345 -23%
MFG
986
Magnus Financial Group
New York
$1.47M +$475K +1,499 +52%
CIM
987
Caldwell Investment Management
Ontario, Canada
$1.47M +$254K +800 +22%
QWM
988
Quadcap Wealth Management
Texas
$1.47M -$96.7K -305 -7%
PSP
989
Principal Street Partners
Tennessee
$1.46M -$154K -487 -10%
IWA
990
Icon Wealth Advisors
Texas
$1.45M +$465K +1,467 +51%
MW
991
MBL Wealth
North Carolina
$1.45M +$13.6K +43 +1%
PTFIS
992
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$1.45M +$1.37M +4,316 New
EC
993
EdgeRock Capital
Colorado
$1.44M -$460K -1,451 -25%
PCM
994
Presidio Capital Management
California
$1.44M -$273K -860 -17%
GM
995
GeoWealth Management
Illinois
$1.43M +$537K +1,693 +66%
MAC
996
Mason & Associates (California)
California
$1.42M +$40.9K +129 +3%
SIA
997
Strategic Investment Advisors
Michigan
$1.42M -$162K -511 -11%
RBWA
998
RFG - Bristol Wealth Advisors
Massachusetts
$1.42M -$25.7K -81 -2%
QCM
999
Qsemble Capital Management
New York
$1.42M +$1.34M +4,233 New
IPWA
1000
International Private Wealth Advisors
California
$1.41M +$1.34M +4,223 New
38 39
40
41 42