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Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1126
West Family Investments
California
$396K – – –
RCM
1127
Raleigh Capital Management
North Carolina
$395K -$224K -1,290 -35%
MVF
1128
Markin Volterra Fund
New York
$393K +$422K +2,428 New
FFS
1129
Founders Financial Securities
Maryland
$391K +$28.6K +165 +7%
TM
1130
TigerOak Management
New Mexico
$389K +$20.5K +118 +5%
RCM
1131
Requisite Capital Management
Texas
$389K +$101K +584 +32%
BFA
1132
Beacon Financial Advisory
Ohio
$388K +$39.2K +226 +10%
TRCT
1133
Tower Research Capital (TRC)
New York
$388K +$234K +1,350 +129%
VWM
1134
Valley Wealth Managers
New Jersey
$388K +$415K +2,392 New
ALAM
1135
Asahi Life Asset Management
Japan
$387K -$168K -965 -29%
FTWA
1136
Fifth Third Wealth Advisors
Ohio
$385K +$173K +996 +72%
BCM
1137
Brookstone Capital Management
Illinois
$385K +$83.9K +483 +26%
HCM
1138
Hollencrest Capital Management
California
$383K +$144K +831 +54%
MF
1139
Magnetar Financial
Illinois
$382K +$409K +2,357 New
AFC
1140
Avise Financial Cooperative
California
$381K +$409K +2,355 New
CFS
1141
CRA Financial Services
New Jersey
$381K -$35.2K -203 -8%
PCS
1142
Personal CFO Solutions
New Jersey
$381K -$12.7K -73 -3%
IA
1143
Invested Advisors
Pennsylvania
$380K +$407K +2,345 New
GS
1144
GWN Securities
Florida
$380K +$153K +879 +60%
NYLIM
1145
New York Life Investment Management
New York
$377K +$404K +2,325 New
TCA
1146
Transcend Capital Advisors
New Jersey
$376K -$365K -2,103 -48%
EFG
1147
Elm3 Financial Group
Georgia
$376K -$83.7K -482 -17%
TCBWMS
1148
Texas Capital Bank Wealth Management Services
Texas
$376K – – –
CPC
1149
Congress Park Capital
New York
$376K – – –
AWP
1150
Abacus Wealth Partners
California
$375K +$402K +2,317 New
44 45
46
47 48