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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
601
Gateway Wealth Partners
Wisconsin
$991K +$25.4K +30 +3%
AAS
602
Ameritas Advisory Services
Nebraska
$986K -$70.2K -83 -7%
CJ
603
Caitlin John
Michigan
$969K +$449K +531 +83%
CSA
604
Cottage Street Advisors
Massachusetts
$969K +$997K +1,178 New
CPW
605
Crestmont Private Wealth
Texas
$963K +$981K +1,160 New
WFP
606
Worthington Financial Partners
Ohio
$962K +$7.61K +9 +0.8%
EF
607
Empirical Finance
Pennsylvania
$960K -$933K -1,103 -49%
OIMU
608
Osmosis Investment Management UK
United Kingdom
$960K -$886K -1,047 -48%
MAS
609
Meeder Advisory Services
Ohio
$952K +$53.3K +63 +6%
KIM
610
Kestra Investment Management
Texas
$950K +$535K +632 +123%
ECM
611
Everence Capital Management
Indiana
$950K -$80.4K -95 -8%
MBWA
612
Marin Bay Wealth Advisors
California
$948K -$846 -1 -0.1%
TCA
613
Transcend Capital Advisors
New Jersey
$946K +$232K +274 +32%
LOWM
614
Laurel Oak Wealth Management
New Jersey
$938K -$138K -163 -13%
XF
615
XML Financial
Maryland
$935K – – –
WS
616
Wedbush Securities
California
$927K -$165K -195 -15%
LAM
617
L2 Asset Management
Massachusetts
$921K -$354K -418 -27%
PGWM
618
Parisi Gray Wealth Management
New Jersey
$918K +$221K +261 +31%
TC
619
TFR Capital
Texas
$913K +$931K +1,100 New
IAA
620
Independent Advisor Alliance
North Carolina
$912K +$137K +162 +17%
IP
621
Ignite Planners
California
$910K +$14.4K +17 +2%
NSUP
622
NLB Skladi upravljanje premozenja
$909K +$153K +181 +20%
IB
623
Intrust Bank
Kansas
$904K -$4.23K -5 -0.5%
WC
624
Westerkirk Capital
$901K – – –
ECM
625
Evergreen Capital Management
Washington
$899K +$246K +291 +37%
23 24
25
26 27