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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
676
Castleark Management
Illinois
$755K – – –
PA
677
Pinnacle Associates
New York
$751K +$130K +154 +21%
SCA
678
Sandy Cove Advisors
Massachusetts
$747K – – –
SW
679
Simplicity Wealth
New Jersey
$743K +$170K +201 +29%
CA
680
Clearstead Advisors
Ohio
$741K -$102K -121 -12%
BBHC
681
Brown Brothers Harriman & Co
New York
$739K +$193K +228 +34%
VVP
682
Venture Visionary Partners
Ohio
$735K +$482K +570 +181%
S
683
SignatureFD
Georgia
$728K +$82.9K +98 +13%
DT
684
Diversified Trust
Tennessee
$723K +$240K +284 +48%
PPW
685
Parcion Private Wealth
Washington
$721K +$87.1K +103 +13%
GD
686
Grandfield & Dodd
New York
$715K – – –
CWP
687
Curated Wealth Partners
California
$705K -$45.7K -54 -6%
CICI
688
Capital Investment Counsel Inc
North Carolina
$705K +$719K +850 New
DOA
689
D'Orazio & Associates
Virginia
$704K -$1.69K -2 -0.2%
DTL
690
Dynamic Technology Lab
Singapore
$704K +$379K +448 +112%
VWM
691
Venturi Wealth Management
Texas
$695K -$31.3K -37 -4%
PFG
692
Putney Financial Group
California
$693K +$69.4K +82 +11%
SFI
693
Siemens Fonds Invest
Germany
$687K – – –
GAM
694
Groupama Asset Management
France
$686K +$2.54K +3 +0.4%
AWM
695
Aprio Wealth Management
Georgia
$685K +$1.69K +2 +0.2%
HFM
696
Harvest Fund Management
China
$684K -$19.5K -23 -3%
AHL
697
Abel Hall LLC
Louisiana
$684K -$7.61K -9 -1%
SL
698
Sentinus LLC
Illinois
$684K -$41.5K -49 -6%
RPC
699
Rossmore Private Capital
Connecticut
$681K – – –
PWM
700
Perigon Wealth Management
California
$679K -$2.96M -3,504 -81%
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