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Name Holding Trade Value Shares
Change 		Change in
Stake
PFMU
1026
Privium Fund Management (UK)
United Kingdom
$489K +$600K +3,300 New
PWMAG
1027
Pinnacle Wealth Management Advisory Group
New Jersey
$488K -$315K -1,730 -34%
NIM
1028
NuWave Investment Management
New Jersey
$488K +$199K +1,093 +50%
CFB
1029
Cullen/Frost Bankers
Texas
$486K -$375K -2,059 -39%
JCM
1030
Jacobi Capital Management
Pennsylvania
$485K +$331K +1,819 +125%
ORI
1031
Oak Ridge Investments
Illinois
$478K -$7.82K -43 -1%
AIC
1032
Ameritas Investment Company
Nebraska
$478K +$295K +1,619 +100%
ACM
1033
Alta Capital Management
Utah
$476K -$383K -2,103 -40%
SMH
1034
Sanders Morris Harris
Texas
$474K +$337K +1,850 +137%
CI
1035
CAZ Investments
Texas
$474K +$582K +3,200 New
FFWM
1036
Future Financial Wealth Management
Ohio
$473K – – –
GI
1037
GAMCO Investors
Connecticut
$473K +$193K +1,061 +50%
OWM
1038
OneAscent Wealth Management
Alabama
$473K +$581K +3,192 New
EP
1039
Elkhorn Partners
Nebraska
$471K +$160K +880 +38%
CIAS
1040
Capital Investment Advisory Services
North Carolina
$470K +$156K +859 +37%
RDWM
1041
Red Door Wealth Management
Tennessee
$468K +$61.1K +336 +12%
JEST
1042
JTC Employer Solutions Trustee
Jersey
$466K -$278K -1,530 -33%
GIM
1043
Groesbeck Investment Management
New Jersey
$465K – – –
NAS
1044
Nicolet Advisory Services
Wisconsin
$465K +$573K +3,148 New
FSG
1045
Financial Strategies Group
Michigan
$464K +$216K +1,187 +61%
CC
1046
Clearline Capital
New York
$463K -$2.52M -13,849 -82%
VWA
1047
Visionary Wealth Advisors
Illinois
$461K -$63.7K -350 -10%
YWP
1048
YorkBridge Wealth Partners
New York
$461K +$1.46K +8 +0.3%
LFG
1049
Larson Financial Group
Missouri
$461K +$180K +990 +47%
SFA
1050
Sequoia Financial Advisors
Ohio
$459K -$869K -4,776 -61%
40 41
42
43 44