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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
576
Modera Wealth Management
New Jersey
$634K +$36K +266 +6%
SAM
577
Shell Asset Management
Netherlands
$629K -$26.4K -195 -4%
LFG
578
Larson Financial Group
Missouri
$626K -$15.4K -114 -2%
WANY
579
Wealthspire Advisors (New York)
New York
$618K -$81.3K -601 -12%
AIM
580
Alhambra Investment Management
Florida
$616K – – –
IA
581
IFP Advisors
Florida
$614K +$75.1K +555 +14%
RPC
582
Rossmore Private Capital
Connecticut
$614K -$162K -1,196 -21%
CS
583
Cannell & Spears
New York
$612K +$406 +3 +0.1%
CPC
584
Congress Park Capital
New York
$609K – – –
ETC
585
Exchange Traded Concepts
Oklahoma
$600K -$8.12K -60 -1%
CSP
586
Cary Street Partners
Virginia
$598K +$603K +4,461 New
SC
587
SouthState Corp
Florida
$598K -$8.52K -63 -1%
CAAM
588
Cornerstone Advisors Asset Management
Pennsylvania
$597K – – –
MIP
589
Marietta Investment Partners
Wisconsin
$593K – – –
SBIA
590
Sheaff Brock Investment Advisors
Indiana
$593K +$50.3K +372 +9%
SP
591
Stablepoint Partners
Massachusetts
$582K – – –
SIC
592
SJS Investment Consulting
Ohio
$582K -$271 -2 -0%
DT
593
Diversified Trust
Tennessee
$581K +$136K +1,006 +30%
VVP
594
Venture Visionary Partners
Ohio
$580K -$27.2K -201 -4%
BRM
595
Boston Research & Management
Massachusetts
$579K – – –
FPAS
596
Focus Partners Advisor Solutions
Missouri
$578K +$99.4K +735 +21%
CCA
597
Checchi Capital Advisers
California
$572K -$7.58K -56 -1%
CFO
598
Callan Family Office
Pennsylvania
$571K +$576K +4,255 New
CT
599
Caldwell Trust
Florida
$571K – – –
RZH
600
Relyea Zuckerberg Hanson
Connecticut
$570K -$41.3K -305 -7%
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