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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
601
Wilmington Savings Fund Society
Delaware
$237K -$36.9K -100 -13%
SQA
602
Simon Quick Advisors
New Jersey
$237K +$239K +649 New
SFA
603
Sequoia Financial Advisors
Ohio
$235K +$18.4K +50 +8%
EI
604
Ellevest Inc
New York
$232K +$2.58K +7 +1%
GJIA
605
Glass Jacobson Investment Advisors
Maryland
$232K +$34.3K +93 +17%
VSQM
606
V-Square Quantitative Management
Illinois
$232K +$205K +555 +694%
DC
607
Diametric Capital
Massachusetts
$229K -$6.27K -17 -3%
WAG
608
Wallace Advisory Group
California
$228K -$153K -414 -40%
CC
609
Capital Counsel
New York
$227K – – –
AWA
610
Amplius Wealth Advisors
Pennsylvania
$226K +$1.11K +3 +0.5%
FAG
611
Fortitude Advisory Group
Washington
$225K – – –
AAS
612
Ameritas Advisory Services
Nebraska
$222K +$224K +607 New
AF
613
Advisornet Financial
Minnesota
$221K – – –
BFEC
614
Benjamin F. Edwards & Company
Missouri
$221K -$225K -611 -50%
DDC
615
DF Dent & Co
Maryland
$221K – – –
EGA
616
Eagle Global Advisors
Texas
$219K – – –
HSA
617
HBK Sorce Advisory
Pennsylvania
$216K -$1.84K -5 -0.8%
LAM
618
L2 Asset Management
Massachusetts
$214K -$59.8K -162 -22%
KIG
619
Kowal Investment Group
Wisconsin
$214K +$217K +587 New
QC
620
QCM Cayman
Texas
$214K +$216K +586 New
LCM
621
Lazari Capital Management
California
$207K +$209K +567 New
WF
622
Welch & Forbes
Massachusetts
$207K +$209K +567 New
AAP
623
Arax Advisory Partners
Colorado
$205K +$55K +149 +36%
CPWA
624
Cerro Pacific Wealth Advisors
California
$204K +$207K +560 New
FCA
625
FLC Capital Advisors
California
$204K +$207K +560 New
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