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Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
626
Transcend Capital Advisors
New Jersey
$797K -$41.3K -145 -5%
LG
627
LaFleur & Godfrey
Michigan
$796K -$595K -2,089 -42%
MYIA
628
Mount Yale Investment Advisors
Colorado
$794K +$1.14K +4 +0.1%
CBA
629
Coastal Bridge Advisors
Connecticut
$790K – – –
ADIM
630
Alpha DNA Investment Management
Maryland
$785K +$819K +2,877 New
APC
631
Aspire Private Capital
North Carolina
$782K +$105K +369 +15%
SIC
632
SFE Investment Counsel
California
$775K -$17.1K -60 -2%
QWM
633
Quadcap Wealth Management
Texas
$771K -$19.4K -68 -2%
AAS
634
Avantax Advisory Services
Texas
$769K -$19.9K -70 -2%
OWA
635
Outlook Wealth Advisors
Texas
$759K -$79.7K -280 -9%
HAG
636
HighPoint Advisor Group
Illinois
$752K +$13.1K +46 +2%
DILIC
637
Dai-ichi Life Insurance Company
Japan
$748K +$3.59M +12,599 +37%
RWS
638
Resolute Wealth Strategies
Mississippi
$747K – – –
FTIS
639
First Trust Investment Solutions
Florida
$743K – – –
EWA
640
EP Wealth Advisors
California
$736K -$86.8K -305 -10%
CB
641
Commerce Bank
Missouri
$734K +$14.2K +50 +2%
NP
642
Nilsine Partners
Colorado
$733K -$96.8K -340 -11%
PFWA
643
Paces Ferry Wealth Advisors
Georgia
$712K -$13.7K -48 -2%
YCM
644
Yousif Capital Management
Michigan
$694K +$57.2K +201 +9%
1CP
645
17 Capital Partners
Arizona
$693K – – –
WCA
646
Westover Capital Advisors
Delaware
$690K -$39.9K -140 -5%
FTDI
647
First Trust Direct Indexing
Massachusetts
$684K +$95.7K +336 +15%
BMCM
648
Bryn Mawr Capital Management
Pennsylvania
$679K -$46.1K -162 -6%
CF
649
Copperwynd Financial
Arizona
$676K +$59.8K +210 +9%
WF
650
Welch & Forbes
Massachusetts
$673K +$2.85K +10 +0.4%
24 25
26
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