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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
676
CHB Investment Group
Pennsylvania
$243K – – –
B
677
Bensler
Washington
$242K – – –
SAM
678
Strategy Asset Managers
California
$242K -$13K -30 -4%
NFP
679
Narus Financial Partners
Utah
$241K -$166K -383 -37%
MAM
680
McLean Asset Management
Virginia
$241K -$3.03K -7 -1%
AFG
681
Atomi Financial Group
New York
$240K -$4.33K -10 -2%
FFG
682
Fiduciary Financial Group
California
$240K +$276K +639 New
SFI
683
Siemens Fonds Invest
Germany
$238K +$61.4K +142 +28%
OAS
684
Optivise Advisory Services
Tennessee
$236K +$276K +638 New
WF
685
Welch & Forbes
Massachusetts
$231K – – –
PHS
686
Pekin Hardy Strauss
Illinois
$231K -$259K -600 -49%
AF
687
Advisornet Financial
Minnesota
$229K +$8.65K +20 +3%
AWA
688
Amplius Wealth Advisors
Pennsylvania
$227K -$1.73K -4 -0.6%
XF
689
XML Financial
Maryland
$225K +$57.1K +132 +28%
JCIA
690
Jackson Creek Investment Advisors
Colorado
$225K -$3.46K -8 -1%
SIS
691
Sound Income Strategies
Florida
$225K +$252K +583 +2,332%
DDC
692
DF Dent & Co
Maryland
$224K – – –
RSWM
693
Robertson Stephens Wealth Management
California
$222K -$98.2K -227 -27%
PGWM
694
Parisi Gray Wealth Management
New Jersey
$222K +$43.3K +100 +20%
KLCM
695
KG&L Capital Management
Louisiana
$222K +$259K +600 New
DWM
696
Dakota Wealth Management
Florida
$221K -$4.76K -11 -2%
FAG
697
Fortitude Advisory Group
Washington
$221K – – –
WF
698
Wayfinding Financial
Washington
$220K +$18.2K +42 +8%
GLA
699
Great Lakes Advisors
Illinois
$218K +$62.3K +144 +32%
OF
700
Optimize Financial
California
$213K -$3.03K -7 -1%
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