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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
501
Capula Management
Cayman Islands
$416K +$420K +1,139 New
CFGS
502
Concourse Financial Group Securities
Alabama
$412K +$28.4K +77 +7%
NI
503
NDVR Inc
Massachusetts
$411K -$26.9K -73 -6%
LIM
504
Leavell Investment Management
Alabama
$410K +$414K +1,122 New
AA
505
ALPS Advisors
Colorado
$399K -$2.95K -8 -0.7%
AFCM
506
Applied Finance Capital Management
Puerto Rico
$399K +$403K +1,093 New
NFP
507
Narus Financial Partners
Utah
$395K +$9.22K +25 +2%
CFO
508
Callan Family Office
Pennsylvania
$395K +$399K +1,082 New
BEI
509
Benjamin Edwards Inc
Missouri
$395K -$432K -1,172 -52%
FCP
510
Fidelis Capital Partners
Florida
$395K +$82.6K +224 +25%
AWM
511
Accurate Wealth Management
Florida
$394K +$67.1K +182 +21%
OWA
512
One Wealth Advisors
California
$391K +$32.8K +89 +9%
AG
513
Ascent Group
Virginia
$390K +$119K +323 +43%
PCA
514
Pallas Capital Advisors
Massachusetts
$383K +$387K +1,050 New
MAG
515
Mayfair Advisory Group
Alabama
$376K -$50.5K -137 -12%
CL
516
Choreo LLC
Illinois
$376K +$170K +460 +78%
KCM
517
Kathmere Capital Management
Pennsylvania
$376K +$126K +341 +49%
QC
518
Quadrature Capital
United Kingdom
$375K -$6.9M -18,708 -95%
M
519
MOTCO
Texas
$374K -$74.9K -203 -17%
IFG
520
Independent Financial Group
California
$373K +$377K +1,022 New
NICM
521
Neo Ivy Capital Management
New York
$368K +$372K +1,008 New
CAG
522
Csenge Advisory Group
Florida
$367K -$50.9K -138 -12%
SW
523
SteelPeak Wealth
California
$367K +$370K +1,004 New
MAS
524
Meeder Advisory Services
Ohio
$366K +$71.6K +194 +24%
CG
525
Cynosure Group
Utah
$366K +$370K +1,002 New
19 20
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