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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
451
Aquatic Capital Management
Illinois
$741K -$710K -1,880 -52%
HIC
452
Holderness Investments Company
North Carolina
$740K +$17K +45 +3%
PFA
453
Petra Financial Advisors
Colorado
$738K -$21.9K -58 -3%
FAM
454
Formidable Asset Management
Ohio
$735K -$40.4K -107 -6%
AWG
455
Altus Wealth Group
Colorado
$734K – – –
CNBT
456
Canandaigua National Bank & Trust
New York
$731K -$133K -353 -17%
KIM
457
Kestra Investment Management
Texas
$725K +$636K +1,684 New
CG
458
CFO4Life Group
Texas
$721K +$18.1K +48 +3%
AWM
459
AE Wealth Management
Kansas
$719K +$15.1K +40 +2%
CL
460
Choreo LLC
Illinois
$716K +$236K +626 +60%
JF
461
Jump Financial
Illinois
$710K -$678K -1,797 -52%
FP
462
Foundry Partners
Minnesota
$701K +$614K +1,628 New
FFM
463
Forum Financial Management
Illinois
$699K +$377 +1 +0.1%
DC
464
Davenport & Co
Virginia
$689K -$27.2K -72 -4%
CP
465
Covenant Partners
Tennessee
$681K – – –
BCM
466
BTC Capital Management
Iowa
$680K -$109K -290 -16%
RSWM
467
Robertson Stephens Wealth Management
California
$674K +$33.2K +88 +6%
IC
468
IEQ Capital
California
$671K +$588K +1,559 New
MHI
469
Miller Howard Investments
New York
$670K -$226K -600 -28%
FTWA
470
Fifth Third Wealth Advisors
Ohio
$668K +$3.77K +10 +0.6%
AWM
471
Axxcess Wealth Management
California
$660K +$57.7K +153 +11%
AAIS
472
ABN AMRO Investment Solutions
$657K -$59.6K -158 -9%
IA
473
IFP Advisors
Florida
$655K +$108K +287 +23%
BTI
474
Blue Trust Inc
Georgia
$654K -$473K -1,252 -41%
CAM
475
Cresset Asset Management
Illinois
$643K +$81.1K +215 +17%
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