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Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
751
Capital Asset Advisory Services
Michigan
$258K -$59K -476 -18%
RWP
752
Ridgecrest Wealth Partners
California
$258K +$21.3K +172 +9%
WPC
753
Wedmont Private Capital
Pennsylvania
$256K +$16.9K +136 +6%
EH
754
Equitable Holdings
New York
$252K +$21.8K +176 +9%
DWM
755
Dakota Wealth Management
Florida
$251K -$80.7K -651 -24%
NW
756
NewEdge Wealth
Pennsylvania
$249K -$79.1K -638 -23%
BC
757
Bayforest Capital
United Kingdom
$248K +$258K +2,079 New
CI
758
CX Institutional
Indiana
$245K +$255K +2,055 New
SWM
759
SeaCrest Wealth Management
New York
$245K – – –
FB
760
Fulton Bank
Pennsylvania
$240K +$15.2K +123 +7%
AF
761
Allworth Financial
California
$239K +$97.2K +784 +61%
ABWM
762
Alpine Bank Wealth Management
Colorado
$239K +$248K +2,000 New
AAMC
763
Asset Allocation & Management Company
Illinois
$238K – – –
RP
764
Riverwater Partners
Wisconsin
$236K -$53.8K -434 -18%
TCBWMS
765
Texas Capital Bank Wealth Management Services
Texas
$236K +$244K +1,972 New
BWM
766
BlackDiamond Wealth Management
New York
$235K -$33.7K -272 -12%
BA
767
Bridgewater Associates
Connecticut
$235K -$63.7K -514 -21%
LF
768
Lantz Financial
Illinois
$234K -$1.24K -10 -0.5%
DA
769
Dash Acquisitions
California
$234K – – –
AWA
770
Aaron Wealth Advisors
Illinois
$232K +$241K +1,946 New
MA
771
MONECO Advisors
Connecticut
$232K -$2.48K -20 -1%
DAM
772
Delta Asset Management
Tennessee
$231K – – –
PCM
773
Penserra Capital Management
California
$230K -$59.2K -478 -20%
FMII
774
Farmers & Merchants Investments Inc
Nebraska
$230K -$31K -250 -11%
CC
775
Courier Capital
New York
$230K -$77K -621 -24%
29 30
31
32 33