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AXON

Axon Enterprise
AXON

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
776
First National Trust
Pennsylvania
$498K – – –
RP
777
Rice Partnership
Hawaii
$497K – – –
RW
778
RVW Wealth
California
$497K – – –
CRWM
779
Castle Rock Wealth Management
California
$494K -$680 -1 -0.2%
CIS
780
Custom Index Systems
New York
$493K +$406K +596 New
CWM
781
Calamos Wealth Management
Illinois
$492K +$404K +594 New
CFG
782
Citizens Financial Group
Rhode Island
$491K +$135K +198 +50%
LA
783
Lifeworks Advisors
Michigan
$486K +$20.4K +30 +5%
CIM
784
Contravisory Investment Management
Massachusetts
$483K -$16.3K -24 -4%
GL
785
Graypoint LLC
New York
$481K +$72.8K +107 +23%
PFW
786
Petros Family Wealth
Minnesota
$480K -$6.8K -10 -2%
CSB
787
City State Bank
Iowa
$480K – – –
EWA
788
EP Wealth Advisors
California
$479K +$48.3K +71 +14%
BRWA
789
B. Riley Wealth Advisors
Florida
$478K +$393K +577 New
SIM
790
Stratos Investment Management
Ohio
$476K +$391K +575 New
KFS
791
Kaizen Financial Strategies
California
$474K -$3.4K -5 -0.9%
MAS
792
Meeder Advisory Services
Ohio
$474K +$389K +572 New
GWM
793
Gitterman Wealth Management
New Jersey
$473K +$3.4K +5 +0.9%
GC
794
Guidance Capital
Kentucky
$471K +$122K +179 +39%
WA
795
Wealth Alliance
New York
$468K -$21.8K -32 -5%
VCM
796
Voleon Capital Management
California
$464K +$382K +561 New
SWG
797
Summit Wealth Group
Vermont
$464K -$306K -450 -45%
UBP
798
Union Bancaire Privee
Switzerland
$464K +$488K +717 New
FCP
799
Fidelis Capital Partners
Florida
$463K -$56.5K -83 -13%
HI
800
Harbour Investments
Wisconsin
$462K +$74.8K +110 +25%
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