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Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
776
Northeast Investment Management
Massachusetts
$226K +$169K +637 New
CAM
777
Close Asset Management
United Kingdom
$225K +$140K +525 +477%
EMAM
778
Encompass More Asset Management
California
$225K +$169K +634 New
MWM
779
Mascagni Wealth Management
Mississippi
$224K +$168K +632 New
NFA
780
Northwest Financial Advisors
Virginia
$218K +$164K +615 New
1CP
781
17 Capital Partners
Arizona
$216K +$162K +610 New
MSFS
782
Main Street Financial Solutions
Pennsylvania
$215K +$161K +606 New
VAG
783
VisionPoint Advisory Group
Texas
$215K +$161K +605 New
AWAP
784
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$213K +$160K +600 New
FLFS
785
Family Legacy Financial Solutions
North Carolina
$213K +$160K +600 New
WP
786
Woodline Partners
California
$212K -$198K -743 -55%
G
787
GenTrust
Florida
$211K +$158K +596 New
S
788
SignatureFD
Georgia
$211K +$150K +564 +1,880%
VIPI
789
Vista Investment Partners II
Indiana
$211K +$158K +594 New
DWP
790
Daymark Wealth Partners
Ohio
$207K -$258K -969 -62%
DWM
791
DWR Wealth Management
California
$206K +$160K +601 New
FIBOI
792
First International Bank of Israel
$206K +$154K +580 New
EB
793
Eastern Bank
Massachusetts
$203K +$152K +572 New
IIA
794
IPG Investment Advisors
California
$202K -$225K -845 -60%
IAS
795
IMA Advisory Services
Colorado
$198K +$147K +553 +11,060%
SAM
796
Smartleaf Asset Management
Massachusetts
$179K – – –
GSIAS
797
Garden State Investment Advisory Services
New Jersey
$174K +$130K +490 New
WSFS
798
Wilmington Savings Fund Society
Delaware
$167K +$125K +470 New
PMFA
799
Plante Moran Financial Advisors
Michigan
$162K – – –
GI
800
GAMMA Investing
California
$144K +$17K +64 +19%
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