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Name Holding Trade Value Shares
Change 		Change in
Stake
EF
801
Empirical Finance
Pennsylvania
$462K +$2.74K +22 +0.6%
QFW
802
QTR Family Wealth
Florida
$461K +$136K +1,095 +40%
BPCE
803
Bank Pictet & Cie (Europe)
Germany
$460K +$14.9K +120 +4%
RBI
804
Raiffeisen Bank International
Austria
$459K – – –
OIS
805
OneAscent Investment Solutions
Alabama
$456K +$31K +249 +8%
HAM
806
Hedges Asset Management
Nevada
$455K – – –
EWM
807
Empirical Wealth Management
Washington
$454K +$417K +3,347 New
AG
808
Ascent Group
Virginia
$448K -$83.8K -673 -17%
FHA
809
Flagship Harbor Advisors
Massachusetts
$447K -$301K -2,421 -42%
PWP
810
Principle Wealth Partners
Connecticut
$445K +$408K +3,280 New
HVP
811
Hudson Value Partners
Florida
$439K -$59K -474 -13%
SFC
812
SYM Financial Corp
Indiana
$438K +$159K +1,273 +65%
AWM
813
AE Wealth Management
Kansas
$437K -$23.3K -187 -5%
EW
814
Elyxium Wealth
California
$433K +$8.97K +72 +2%
WS
815
Wedbush Securities
California
$433K -$53.3K -428 -12%
SC
816
Savant Capital
Illinois
$433K -$139K -1,114 -26%
OAM
817
Ostrum Asset Management
France
$429K -$131K -1,048 -25%
CWA
818
CM Wealth Advisors
Ohio
$428K +$393K +3,155 New
PCP
819
Perbak Capital Partners
United Kingdom
$427K -$844K -6,779 -68%
PFS
820
Prospera Financial Services
Texas
$427K +$48.1K +386 +14%
SAG
821
SageView Advisory Group
California
$424K -$117K -940 -23%
AGC
822
August Group Capital
$423K +$388K +3,119 New
SIA
823
Soltis Investment Advisors
Utah
$419K +$384K +3,085 New
EW
824
Expressive Wealth
Illinois
$415K +$381K +3,058 New
NFGCM
825
Norman Fields Gottscho Capital Management
New York
$413K -$6.23K -50 -2%
31 32
33
34 35