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Name Holding Trade Value Shares
Change
Change in
Stake
FC
301
FORA Capital
Florida
$272K +$229K +4,265 New
GS
302
GTS Securities
Florida
$268K +$226K +4,200 New
WANY
303
Wealthspire Advisors (New York)
New York
$265K +$223K +4,146 New
Nisa Investment Advisors
304
Nisa Investment Advisors
Missouri
$262K – – –
FFM
305
Forum Financial Management
Illinois
$261K +$219K +4,086 New
SVWAG
306
Sound View Wealth Advisors Group
Georgia
$258K +$217K +4,040 New
ECG
307
EPIQ Capital Group
California
$256K +$215K +4,011 New
TW
308
Trajan Wealth
Arizona
$250K +$210K +3,913 New
BPWM
309
Badgley Phelps Wealth Managers
Washington
$250K +$210K +3,911 New
IAIM
310
International Assets Investment Management
Florida
$246K +$47.3K +880 +30%
GWM
311
Geneos Wealth Management
Colorado
$246K -$1.24K -23 -0.6%
FZCM
312
Flynn Zito Capital Management
New York
$245K -$51.9K -966 -20%
IWC
313
Integrated Wealth Concepts
Massachusetts
$240K +$202K +3,761 New
AFM
314
Armstrong Fleming & Moore
District of Columbia
$240K +$202K +3,754 New
BMSSC
315
B. Metzler seel. Sohn & Co
Germany
$234K +$197K +3,671 New
VI
316
Vestcor Inc
New Brunswick, Canada
$234K – – –
DILIC
317
Dai-ichi Life Insurance Company
Japan
$233K +$196K +3,657 New
IAA
318
Independent Advisor Alliance
North Carolina
$223K +$188K +3,500 New
SFG
319
Synergy Financial Group
California
$223K +$187K +3,485 New
Cambridge Investment Research Advisors
320
Cambridge Investment Research Advisors
Iowa
$221K +$186K +3,455 New
FTDI
321
First Trust Direct Indexing
Massachusetts
$215K +$181K +3,368 New
CWM
322
Cornerstone Wealth Management
Missouri
$213K +$179K +3,336 New
GIA
323
Gladstone Institutional Advisory
Florida
$213K +$179K +3,330 New
IFG
324
Independent Financial Group
California
$211K +$177K +3,301 New
O
325
Ossiam
France
$210K -$989K -18,423 -85%