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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1051
Diligent Investors
California
$564K -$18.3K -238 -3%
IP
1052
Indivisible Partners
Florida
$563K +$35.8K +465 +6%
AWAG
1053
ARS Wealth Advisors Group
Florida
$562K -$17.1K -222 -3%
ASBI
1054
American State Bank (Iowa)
Iowa
$560K +$12.9K +167 +2%
MA
1055
MONECO Advisors
Connecticut
$558K -$25.2K -327 -4%
BMCM
1056
Burns Matteson Capital Management
New York
$555K -$1.08K -14 -0.2%
BWA
1057
BCU Wealth Advisors
Illinois
$555K +$2.31K +30 +0.4%
GT
1058
Glenview Trust
Kentucky
$553K -$52.3K -679 -8%
EFMC
1059
Empire Financial Management Company
New York
$549K +$32.7K +425 +6%
TCM
1060
Traub Capital Management
Massachusetts
$546K -$23.1K -300 -4%
DTC
1061
Davidson Trust Company
Washington
$545K +$9.01K +117 +2%
CWM
1062
Calamos Wealth Management
Illinois
$541K -$76.3K -991 -12%
BAAM
1063
Baker Avenue Asset Management
California
$539K +$94.6K +1,228 +20%
PA
1064
Procyon Advisors
Connecticut
$539K +$244K +3,165 +73%
C
1065
Certuity
Florida
$538K +$172K +2,239 +43%
SFWA
1066
Summit Financial Wealth Advisors
Louisiana
$538K -$73.7K -957 -11%
VCA
1067
Verdence Capital Advisors
Maryland
$537K +$4.7K +61 +0.8%
CW
1068
CreativeOne Wealth
Kansas
$536K -$86.4K -1,122 -13%
SIP
1069
Snowwater Investment Partners
Connecticut
$534K -$18.3K -237 -3%
CBT
1070
Crews Bank & Trust
Florida
$533K +$8.24K +107 +1%
BMC
1071
Beaton Management Company
Massachusetts
$529K – – –
GWP
1072
Gateway Wealth Partners
Wisconsin
$529K +$567K +7,363 New
QC
1073
Quadrature Capital
United Kingdom
$528K +$566K +7,345 New
AC
1074
Apella Capital
Connecticut
$527K +$145K +1,877 +38%
GC
1075
Grimes & Company
Massachusetts
$527K -$947K -12,294 -63%
41 42
43
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