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Name Holding Trade Value Shares
Change 		Change in
Stake
RS
1026
Rakuten Securities
Japan
$888K -$800K -3,605 -50%
AWM
1027
Accurate Wealth Management
Florida
$887K +$77K +347 +13%
MGIA
1028
Moneta Group Investment Advisors
Missouri
$880K +$2.66K +12 +0.3%
MWM
1029
Mindset Wealth Management
Indiana
$879K -$92.8K -418 -11%
HFAS
1030
Hummer Financial Advisory Services
Illinois
$877K – – –
IWA
1031
Icon Wealth Advisors
Texas
$874K -$3.11K -14 -0.5%
AWA
1032
Acumen Wealth Advisors
Tennessee
$871K +$725K +3,266 +1,548%
BP
1033
Ballentine Partners
Massachusetts
$865K +$97.7K +440 +15%
DCU
1034
Dara Capital US
Florida
$862K +$15.5K +70 +2%
AIP
1035
Ameritas Investment Partners
Nebraska
$860K +$762K +3,431 New
FA
1036
Fedenia Advisers
Wisconsin
$854K – – –
ACM
1037
Advisors Capital Management
New Jersey
$853K +$19.8K +89 +3%
FSA
1038
Fort Sheridan Advisors
Illinois
$851K -$3.11K -14 -0.4%
AO
1039
Advisor OS
Illinois
$850K -$9.32K -42 -1%
BFP
1040
Beacon Financial Planning
Massachusetts
$846K +$750K +3,378 New
WMA
1041
West Michigan Advisors
Michigan
$845K +$749K +3,373 New
CIM
1042
Caldwell Investment Management
Ontario, Canada
$844K +$799K +3,600 New
CCFM
1043
Clear Creek Financial Management
Washington
$839K -$79.5K -358 -10%
CWM
1044
Concentrum Wealth Management
California
$837K +$8.21K +37 +1%
SCM
1045
SCS Capital Management
Massachusetts
$834K -$4.66K -21 -0.6%
RIP
1046
Reliant Investment Partners
North Carolina
$834K +$167K +753 +29%
BBHC
1047
Brown Brothers Harriman & Co
New York
$827K +$687K +3,094 +1,488%
1W
1048
1776 Wealth
Georgia
$823K +$11.1K +50 +2%
CT
1049
Chicago Trust
Illinois
$819K +$319K +1,438 +79%
GAM
1050
Grandview Asset Management
Pennsylvania
$818K -$41.3K -186 -5%
40 41
42
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