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Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
951
Zacks Investment Management
Illinois
$371K +$323K +2,805 New
WCA
952
Westover Capital Advisors
Delaware
$370K – – –
ACM
953
Adalta Capital Management
New York
$368K -$339K -2,940 -51%
EPA
954
Element Pointe Advisors
Florida
$365K -$4.5K -39 -1%
XSC
955
X-Square Capital
Puerto Rico
$365K -$13.8K -120 -4%
MWM
956
Modern Wealth Management
Kansas
$365K +$17.8K +154 +6%
MW
957
Marcum Wealth
Ohio
$363K +$9.92K +86 +3%
BCM
958
Brookstone Capital Management
Illinois
$362K +$316K +2,737 New
SAM
959
Sompo Asset Management
Japan
$361K -$212K -1,840 -40%
BCM
960
BluePointe Capital Management
California
$354K +$309K +2,678 New
RC
961
RBF Capital
California
$354K +$308K +2,675 New
AWM
962
Alterna Wealth Management
Texas
$353K +$308K +2,673 New
IWN
963
Independent Wealth Network
Iowa
$352K -$25.6K -222 -8%
CCG
964
Capital CS Group
California
$351K +$306K +2,656 New
DWA
965
Douglass Winthrop Advisors
New York
$350K -$28.8K -250 -9%
MWM
966
Modera Wealth Management
New Jersey
$347K +$303K +2,627 New
ICP
967
Interchange Capital Partners
Pennsylvania
$347K -$2.88K -25 -0.9%
EWM
968
Endowment Wealth Management
Wisconsin
$346K -$31.4K -272 -9%
EWM
969
Empirical Wealth Management
Washington
$346K -$14.2K -123 -4%
SWTS
970
Stonehaven Wealth & Tax Solutions
Wisconsin
$345K -$53.2K -461 -15%
ACA
971
Aptus Capital Advisors
Alabama
$345K -$76.7K -665 -20%
CI
972
Corient IA
Florida
$344K +$300K +2,600 New
TSWM
973
Tyler-Stone Wealth Management
Ohio
$344K – – –
CCA
974
Checchi Capital Advisers
California
$343K +$299K +2,597 New
MWP
975
Meriwether Wealth & Planning
Louisiana
$343K – – –
37 38
39
40 41