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Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
901
Evergreen Wealth Solutions
Pennsylvania
$836K +$897K +11,638 New
AF
902
AGP Franklin
Tennessee
$830K +$11.2K +146 +1%
SLFPAM
903
St. Louis Financial Planners Asset Management
Missouri
$830K -$55.2K -717 -6%
B
904
Bailard
California
$827K – – –
PCM
905
Prelude Capital Management
New York
$827K +$685K +8,895 +339%
GIC
906
Generali Investments CEE
Czech Republic
$826K – – –
WPC
907
Waters Parkerson & Co
Louisiana
$819K +$7.7K +100 +0.9%
FAMI
908
Fideuram Asset Management (Ireland)
$819K -$482K -6,255 -37%
AIP
909
Ameritas Investment Partners
Nebraska
$816K +$77 +1 +0%
MA
910
Montag & Associates
Georgia
$814K – – –
NICM
911
Neo Ivy Capital Management
New York
$811K +$870K +11,290 New
AAP
912
Arax Advisory Partners
Colorado
$807K -$885K -11,495 -51%
BC
913
Bridgefront Capital
Texas
$806K -$527K -6,842 -38%
FMI
914
F/M Investments
District of Columbia
$803K -$756K -9,811 -47%
IAMOG
915
Investors Asset Management of Georgia
Georgia
$799K +$75.3K +978 +10%
NG
916
Novem Group
New York
$796K -$136K -1,768 -14%
MWM
917
Meridian Wealth Management
Kentucky
$793K +$111K +1,437 +15%
FUBT
918
First United Bank & Trust
Maryland
$792K -$20K -260 -2%
CG
919
Curat Global
New Hampshire
$791K -$60.1K -780 -7%
PCS
920
Personal CFO Solutions
New Jersey
$787K +$17.3K +225 +2%
VCM
921
Versant Capital Management
Arizona
$787K +$252K +3,273 +43%
SMC
922
Smith, Moore & Co
Missouri
$785K -$25K -324 -3%
EHWM
923
Eads & Heald Wealth Management
Georgia
$780K – – –
PCM
924
Parsons Capital Management
Rhode Island
$779K +$387K +5,027 +86%
GWM
925
Geneos Wealth Management
Colorado
$778K +$255K +3,313 +44%
35 36
37
38 39