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Name Holding Trade Value Shares
Change 		Change in
Stake
MS
501
Mizuho Securities
Japan
$217K +$6.54K +62 +6%
WWM
502
Western Wealth Management
Colorado
$216K -$34.4K -326 -14%
KPWS
503
Kestra Private Wealth Services
Texas
$216K -$28.5K -270 -12%
IFG
504
Independent Financial Group
California
$213K -$27.9K -265 -12%
VCM
505
Virtue Capital Management
Tennessee
$212K +$207K +1,964 New
FAIM
506
Financial Advocates Investment Management
Washington
$209K -$76.9K -729 -27%
FIM
507
Freedom Investment Management
Connecticut
$207K -$79.2K -751 -28%
WQ
508
Wealth Quarterback
New Jersey
$207K +$202K +1,917 New
QCG
509
Quadrant Capital Group
Ohio
$205K +$94.7K +898 +90%
CWP
510
Concord Wealth Partners
Virginia
$205K +$148K +1,404 +281%
SFA
511
Sequoia Financial Advisors
Ohio
$204K +$199K +1,886 New
YMRC
512
Yorktown Management & Research Company
Virginia
$204K +$199K +1,890 New
CB
513
CNB Bank
Pennsylvania
$194K +$12.4K +118 +7%
TC
514
Truvestments Capital
Florida
$177K +$173K +1,638 New
SGA
515
Seaport Global Advisors
Massachusetts
$177K +$173K +1,643 New
BWP
516
Baldwin Wealth Partners
Massachusetts
$164K – – –
LS
517
Livforsakringsbolaget Skandia
Sweden
$162K -$31.6K -300 -17%
MA
518
Montag & Associates
Georgia
$162K – – –
EI
519
Ellevest Inc
New York
$157K +$116K +1,103 +314%
BC
520
Belmont Capital
California
$141K – – –
MIFH
521
Migdal Insurance & Financial Holdings
Israel
$141K +$69K +654 +100%
FPA
522
First Pacific Advisors
California
$140K -$451K -4,275 -77%
MHR
523
Matthew Hamilton Rosenberg
$139K +$79.1K +750 +150%
GG
524
Gleason Group
Kentucky
$135K +$26.4K +250 +25%
FMLI
525
Fukoku Mutual Life Insurance
Japan
$133K – – –
19 20
21
22 23