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Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
626
Mount Yale Investment Advisors
Colorado
$794K +$1.14K +4 +0.1%
CBA
627
Coastal Bridge Advisors
Connecticut
$790K – – –
ADIM
628
Alpha DNA Investment Management
Maryland
$785K +$819K +2,877 New
APC
629
Aspire Private Capital
North Carolina
$782K +$105K +369 +15%
SIC
630
SFE Investment Counsel
California
$775K -$17.1K -60 -2%
QWM
631
Quadcap Wealth Management
Texas
$771K -$19.4K -68 -2%
AAS
632
Avantax Advisory Services
Texas
$769K -$19.9K -70 -2%
OWA
633
Outlook Wealth Advisors
Texas
$759K -$79.7K -280 -9%
HAG
634
HighPoint Advisor Group
Illinois
$752K +$13.1K +46 +2%
DILIC
635
Dai-ichi Life Insurance Company
Japan
$748K +$3.59M +12,599 +37%
RWS
636
Resolute Wealth Strategies
Mississippi
$747K – – –
FTIS
637
First Trust Investment Solutions
Florida
$743K – – –
EWA
638
EP Wealth Advisors
California
$736K -$86.8K -305 -10%
CB
639
Commerce Bank
Missouri
$734K +$14.2K +50 +2%
NP
640
Nilsine Partners
Colorado
$733K -$96.8K -340 -11%
PFWA
641
Paces Ferry Wealth Advisors
Georgia
$712K -$13.7K -48 -2%
YCM
642
Yousif Capital Management
Michigan
$694K +$57.2K +201 +9%
1CP
643
17 Capital Partners
Arizona
$693K – – –
WCA
644
Westover Capital Advisors
Delaware
$690K -$39.9K -140 -5%
FTDI
645
First Trust Direct Indexing
Massachusetts
$684K +$95.7K +336 +15%
BMCM
646
Bryn Mawr Capital Management
Pennsylvania
$679K -$46.1K -162 -6%
CF
647
Copperwynd Financial
Arizona
$676K +$59.8K +210 +9%
WF
648
Welch & Forbes
Massachusetts
$673K +$2.85K +10 +0.4%
DIM
649
DC Investments Management
Virginia
$671K – – –
WBC
650
Westpac Banking Corp
Australia
$670K -$8.82K -31 -1%
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