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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
926
Sagewood Asset Management
New York
$353K +$172K +356 +67%
DAS
927
Daybright Advisory Services
Florida
$351K -$1.4M -2,902 -77%
AAMG
928
AMG Asset Management Group
Georgia
$349K +$424K +877 New
IP
929
Indivisible Partners
Florida
$348K -$233K -482 -36%
EWA
930
EverSource Wealth Advisors
Alabama
$347K +$14.5K +30 +4%
QCG
931
Quadrant Capital Group
Ohio
$347K -$1.87M -3,873 -82%
VCM
932
Versant Capital Management
Arizona
$343K +$60.4K +125 +17%
BRWA
933
B. Riley Wealth Advisors
Florida
$342K -$965K -1,996 -68%
UB
934
UMB Bank
Missouri
$341K -$3.01M -6,219 -88%
MMA
935
Mizuho Markets Americas
New York
$341K -$14.1M -29,143 -97%
CAG
936
Csenge Advisory Group
Florida
$341K -$26.1K -54 -6%
LBWM
937
Left Brain Wealth Management
Illinois
$339K -$7.5M -15,522 -95%
AWM
938
Angeles Wealth Management
California
$339K +$102K +211 +33%
DCM
939
Dudley Capital Management
Virginia
$336K -$50.8K -105 -11%
MWM
940
Mindset Wealth Management
Indiana
$336K +$22.7K +47 +6%
IQI
941
Integrated Quantitative Investments
Washington
$335K -$879K -1,818 -68%
LCM
942
Legato Capital Management
California
$335K – – –
BFG
943
Berger Financial Group
Minnesota
$332K -$63.8K -132 -14%
MFF
944
Michels Family Financial
Texas
$332K +$113K +233 +39%
TWM
945
Tradition Wealth Management
Minnesota
$331K -$8.7K -18 -2%
RWP
946
Revolve Wealth Partners
New Jersey
$330K -$56.1K -116 -12%
BL
947
Balentine LLC
Georgia
$329K – – –
LA
948
LVW Advisors
New York
$329K -$84.1K -174 -17%
CMBA
949
C.M. Bidwell & Associates
Hawaii
$325K -$1.93K -4 -0.5%
AAS
950
Ameritas Advisory Services
Nebraska
$325K +$204K +422 +107%
36 37
38
39 40