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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
Claro Advisors
Massachusetts
$285K – – –
ISWM
627
Independent Solutions Wealth Management
New York
$284K +$42.2K +368 +16%
YCM
628
Yousif Capital Management
Michigan
$283K -$7.46K -65 -2%
SB
629
Strategic Blueprint
Georgia
$283K +$303K +2,641 New
MPM
630
Meritage Portfolio Management
Kansas
$281K – – –
GL
631
Graypoint LLC
New York
$278K +$298K +2,599 New
TC
632
Titleist Capital
Texas
$277K +$297K +2,588 New
PWM
633
Perigon Wealth Management
California
$276K -$55.9K -487 -16%
MCC
634
Malaga Cove Capital
California
$276K +$8.03K +70 +3%
SIG
635
Stonegate Investment Group
Alabama
$274K +$44.1K +384 +18%
LFA
636
Legacy Financial Advisors
Kentucky
$274K +$294K +2,558 New
EFS
637
Essex Financial Services
Connecticut
$273K -$40.4K -352 -12%
MOS
638
MGO One Seven
Ohio
$273K +$11.5K +100 +4%
WAM
639
Wolverine Asset Management
Illinois
$271K +$291K +2,539 New
RHBC
640
R.H. Bluestein & Co
Michigan
$270K -$26.4K -230 -8%
GEA
641
Glen Eagle Advisors
New Jersey
$269K -$115 -1 -0%
DWM
642
Drive Wealth Management
Utah
$268K +$287K +2,503 New
RFN
643
Redwood Financial Network
Ohio
$268K +$287K +2,505 New
ACM
644
Alpha Capital Management
Texas
$267K -$34.1K -297 -11%
NFG
645
Nations Financial Group
Iowa
$267K -$16.8K -146 -6%
QC
646
Quent Capital
New York
$265K -$61.4K -535 -18%
CMI
647
Clare Market Investments
Texas
$264K -$205K -1,784 -42%
CAG
648
Csenge Advisory Group
Florida
$264K +$282K +2,461 New
ESCM
649
Echo Street Capital Management
New York
$258K -$104K -907 -27%
WA
650
Wealth Architects
California
$255K +$9.07K +79 +3%
24 25
26
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