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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
BLAM
726
Bourne Lent Asset Management
New York
$611K – – –
EW
727
Expressive Wealth
Illinois
$611K +$623K +736 New
EIM
728
Essex Investment Management
Massachusetts
$609K – – –
CAG
729
Crestwood Advisors Group
Massachusetts
$603K +$35.5K +42 +6%
PWM
730
Paulson Wealth Management
Illinois
$602K – – –
HPC
731
HM Payson & Co
Maine
$602K -$57.5K -68 -9%
ACM
732
Advisors Capital Management
New Jersey
$601K +$178K +211 +41%
CCA
733
Childress Capital Advisors
Texas
$601K +$4.23K +5 +0.7%
FFG
734
Fiduciary Financial Group
California
$597K -$57.5K -68 -9%
WDC
735
Woodward Diversified Capital
California
$594K +$6.77K +8 +1%
TG
736
TCW Group
California
$594K -$16.1K -19 -3%
MMA
737
Miracle Mile Advisors
California
$592K +$1.69K +2 +0.3%
SB
738
Strategic Blueprint
Georgia
$590K +$19.5K +23 +3%
LWAM
739
Legacy Wealth Asset Management
Minnesota
$587K -$5.92K -7 -1%
CRC
740
Curi RMB Capital
Illinois
$584K -$167K -198 -22%
DWP
741
Daymark Wealth Partners
Ohio
$582K -$51.6K -61 -8%
LIM
742
Lathrop Investment Management
Arkansas
$579K – – –
VEA
743
Virtus ETF Advisers
New York
$574K -$618K -731 -51%
RCAG
744
Rehmann Capital Advisory Group
Michigan
$573K +$32.1K +38 +6%
CAG
745
Csenge Advisory Group
Florida
$571K +$15.2K +18 +3%
WB
746
WesBanco Bank
West Virginia
$571K +$71.1K +84 +14%
PCIA
747
Prime Capital Investment Advisors
Kansas
$565K -$106K -125 -16%
MMCM
748
Murphy & Mullick Capital Management
New York
$564K – – –
BC
749
Bridgefront Capital
Texas
$559K -$897K -1,060 -61%
RGC
750
Regents Gate Capital
United Kingdom
$558K +$568K +672 New
28 29
30
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