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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
626
Cambria Investment Management
California
$763K +$596K +2,356 New
FFA
627
Farther Finance Advisors
California
$762K +$337K +1,332 +131%
DWM
628
Dynasty Wealth Management
Florida
$743K -$512K -2,023 -47%
MAS
629
Meeder Advisory Services
Ohio
$743K +$130K +513 +29%
SW
630
SteelPeak Wealth
California
$741K +$579K +2,289 New
SFI
631
Siemens Fonds Invest
Germany
$741K – – –
PA
632
Parallel Advisors
California
$727K +$48.1K +190 +9%
EFG
633
Everhart Financial Group
Ohio
$723K +$73.4K +290 +15%
PCS
634
Personal CFO Solutions
New Jersey
$722K -$169K -669 -23%
SPC
635
Spirepoint Private Client
Florida
$720K -$242K -958 -30%
LAM
636
Lingohr Asset Management
Germany
$716K -$2.33M -9,202 -81%
VI
637
Versor Investments
New York
$712K -$1.91M -7,555 -77%
SW
638
Simplicity Wealth
New Jersey
$711K -$34.7K -137 -6%
CNBOF
639
City National Bank of Florida
Florida
$711K +$556K +2,197 New
FT
640
Fiduciary Trust
Massachusetts
$705K -$106K -420 -16%
CMBA
641
C.M. Bidwell & Associates
Hawaii
$695K -$275K -1,087 -34%
OIA
642
OneDigital Investment Advisors
Kansas
$685K -$115K -454 -18%
HFS
643
Hantz Financial Services
Michigan
$684K -$814K -3,217 -60%
HAG
644
HighPoint Advisor Group
Illinois
$684K +$7.84K +31 +2%
FPAS
645
Focus Partners Advisor Solutions
Missouri
$668K +$67K +265 +15%
BFG
646
Birch Financial Group
New Hampshire
$666K +$520K +2,056 New
BPA
647
Beacon Pointe Advisors
California
$654K -$93.3K -369 -15%
QPBE
648
Quintet Private Bank (Europe)
Luxembourg
$650K -$479K -1,892 -49%
LWM
649
Lakeridge Wealth Management
Ohio
$648K – – –
OHIS
650
Oak Harvest Investment Services
Texas
$648K +$506K +2,000 New
24 25
26
27 28