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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
676
Sandy Cove Advisors
Massachusetts
$747K – – –
SW
677
Simplicity Wealth
New Jersey
$743K +$170K +201 +29%
CA
678
Clearstead Advisors
Ohio
$741K -$102K -121 -12%
BBHC
679
Brown Brothers Harriman & Co
New York
$739K +$193K +228 +34%
VVP
680
Venture Visionary Partners
Ohio
$735K +$482K +570 +181%
S
681
SignatureFD
Georgia
$728K +$82.9K +98 +13%
DT
682
Diversified Trust
Tennessee
$723K +$240K +284 +48%
PPW
683
Parcion Private Wealth
Washington
$721K +$87.1K +103 +13%
GD
684
Grandfield & Dodd
New York
$715K – – –
CWP
685
Curated Wealth Partners
California
$705K -$45.7K -54 -6%
CICI
686
Capital Investment Counsel Inc
North Carolina
$705K +$719K +850 New
DOA
687
D'Orazio & Associates
Virginia
$704K -$1.69K -2 -0.2%
DTL
688
Dynamic Technology Lab
Singapore
$704K +$379K +448 +112%
VWM
689
Venturi Wealth Management
Texas
$695K -$31.3K -37 -4%
PFG
690
Putney Financial Group
California
$693K +$69.4K +82 +11%
SFI
691
Siemens Fonds Invest
Germany
$687K – – –
GAM
692
Groupama Asset Management
France
$686K +$2.54K +3 +0.4%
AWM
693
Aprio Wealth Management
Georgia
$685K +$1.69K +2 +0.2%
HFM
694
Harvest Fund Management
China
$684K -$19.5K -23 -3%
AHL
695
Abel Hall LLC
Louisiana
$684K -$7.61K -9 -1%
SL
696
Sentinus LLC
Illinois
$684K -$41.5K -49 -6%
RPC
697
Rossmore Private Capital
Connecticut
$681K – – –
PWM
698
Perigon Wealth Management
California
$679K -$2.96M -3,504 -81%
PWMG
699
Prestige Wealth Management Group
New Jersey
$674K +$32.1K +38 +5%
AWM
700
AE Wealth Management
Kansas
$672K +$4.23K +5 +0.6%
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