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Name Holding Trade Value Shares
Change 		Change in
Stake
NL
626
NWAM LLC
Washington
$285K -$66.3K -578 -18%
CA
627
Claro Advisors
Massachusetts
$285K – – –
ISWM
628
Independent Solutions Wealth Management
New York
$284K +$42.2K +368 +16%
YCM
629
Yousif Capital Management
Michigan
$283K -$7.46K -65 -2%
SB
630
Strategic Blueprint
Georgia
$283K +$303K +2,641 New
MPM
631
Meritage Portfolio Management
Kansas
$281K – – –
GL
632
Graypoint LLC
New York
$278K +$298K +2,599 New
TC
633
Titleist Capital
Texas
$277K +$297K +2,588 New
PWM
634
Perigon Wealth Management
California
$276K -$55.9K -487 -16%
MCC
635
Malaga Cove Capital
California
$276K +$8.03K +70 +3%
SIG
636
Stonegate Investment Group
Alabama
$274K +$44.1K +384 +18%
LFA
637
Legacy Financial Advisors
Kentucky
$274K +$294K +2,558 New
EFS
638
Essex Financial Services
Connecticut
$273K -$40.4K -352 -12%
MOS
639
MGO One Seven
Ohio
$273K +$11.5K +100 +4%
WAM
640
Wolverine Asset Management
Illinois
$271K +$291K +2,539 New
RHBC
641
R.H. Bluestein & Co
Michigan
$270K -$26.4K -230 -8%
GEA
642
Glen Eagle Advisors
New Jersey
$269K -$115 -1 -0%
DWM
643
Drive Wealth Management
Utah
$268K +$287K +2,503 New
RFN
644
Redwood Financial Network
Ohio
$268K +$287K +2,505 New
ACM
645
Alpha Capital Management
Texas
$267K -$34.1K -297 -11%
NFG
646
Nations Financial Group
Iowa
$267K -$16.8K -146 -6%
QC
647
Quent Capital
New York
$265K -$61.4K -535 -18%
CMI
648
Clare Market Investments
Texas
$264K -$205K -1,784 -42%
CAG
649
Csenge Advisory Group
Florida
$264K +$282K +2,461 New
ESCM
650
Echo Street Capital Management
New York
$258K -$104K -907 -27%
24 25
26
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