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Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
801
Curi RMB Capital
Illinois
$383K -$83.8K -328 -18%
CTC
802
Central Trust Company
Missouri
$382K -$98.1K -384 -21%
IFG
803
Independent Financial Group
California
$382K -$268K -1,048 -41%
IFWM
804
Institute for Wealth Management
Colorado
$373K +$25K +98 +7%
FNT
805
First National Trust
Pennsylvania
$372K -$8.18K -32 -2%
BMCM
806
Burns Matteson Capital Management
New York
$369K +$366K +1,431 New
NWA
807
New World Advisors
Massachusetts
$365K -$6.64K -26 -2%
CIS
808
Custom Index Systems
New York
$364K +$10.5K +41 +3%
KPWS
809
Kestra Private Wealth Services
Texas
$364K +$86.9K +340 +32%
SWP
810
Stratos Wealth Partners
Ohio
$363K +$135K +529 +60%
FPAS
811
Focus Partners Advisor Solutions
Missouri
$363K +$80K +313 +29%
MAM
812
Martingale Asset Management
Massachusetts
$362K +$358K +1,403 New
KIA
813
KCM Investment Advisors
California
$362K -$127K -498 -26%
SPC
814
Spirepoint Private Client
Florida
$362K +$255 +1 +0.1%
RCWM
815
Red Crane Wealth Management
California
$361K +$358K +1,400 New
SQA
816
Simon Quick Advisors
New Jersey
$355K +$14.3K +56 +4%
CP
817
Castleview Partners
Texas
$354K -$57K -223 -14%
CPIG
818
Chicago Partners Investment Group
Illinois
$346K +$15.6K +61 +5%
AFG
819
Atomi Financial Group
New York
$344K +$340K +1,331 New
1WA
820
180 Wealth Advisors
Washington
$342K +$2.04K +8 +0.6%
AWM
821
Abound Wealth Management
Tennessee
$341K -$30.9K -121 -8%
EFG
822
Everhart Financial Group
Ohio
$338K +$1.28K +5 +0.4%
SFG
823
Synergy Financial Group
California
$338K +$2.56K +10 +0.8%
FWM
824
FFT Wealth Management
Pennsylvania
$337K +$334K +1,306 New
BBW
825
Blue Barn Wealth
Utah
$336K -$5.37K -21 -2%
31 32
33
34 35