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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
601
Greenleaf Trust
Michigan
$443K +$17.5K +37 +4%
ECM
602
Everence Capital Management
Indiana
$440K +$459K +970 New
AWM
603
Altus Wealth Management
Kentucky
$440K – – –
HWM
604
HB Wealth Management
Georgia
$439K +$458K +967 New
TE
605
Tema ETFs
New York
$432K +$450K +952 New
QFA
606
Quantum Financial Advisors
California
$431K +$473 +1 +0.1%
DOA
607
D'Orazio & Associates
Virginia
$430K +$6.15K +13 +1%
OWA
608
One Wealth Advisors
California
$427K -$58.7K -124 -12%
LWAM
609
Legacy Wealth Asset Management
Minnesota
$426K -$50.2K -106 -10%
AG
610
Ascent Group
Virginia
$423K -$946 -2 -0.2%
IB
611
Intrust Bank
Kansas
$423K +$68.1K +144 +18%
PWG
612
Portside Wealth Group
Utah
$421K -$8.52K -18 -2%
BFS
613
Bradley Foster & Sargent
Connecticut
$420K -$7.1K -15 -2%
PFG
614
Prosperity Financial Group
California
$415K +$148K +313 +52%
PA
615
Parallel Advisors
California
$411K +$5.2K +11 +1%
UM
616
UniSuper Management
Australia
$409K -$461K -974 -52%
HCA
617
Hyperion Capital Advisors
New York
$409K – – –
CM
618
Crestline Management
Texas
$407K +$424K +897 New
AA
619
ALPS Advisors
Colorado
$399K – – –
PWM
620
Perigon Wealth Management
California
$398K +$8.99K +19 +3%
GD
621
Grandfield & Dodd
New York
$391K – – –
AWAU
622
Alliance Wealth Advisors (Utah)
Utah
$381K -$24.1K -51 -6%
CCAL
623
City Center Advisors LLC
Michigan
$378K -$70K -148 -15%
RSWM
624
Robertson Stephens Wealth Management
California
$375K -$350K -739 -47%
ACP
625
Arcus Capital Partners
Georgia
$375K +$90.8K +192 +22%
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