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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
726
Azzad Asset Management
Virginia
$530K -$1.46K -2 -0.3%
CFG
727
Cooper Financial Group
California
$530K -$43.7K -60 -8%
FTWA
728
Fifth Third Wealth Advisors
Ohio
$529K +$151K +208 +41%
EWA
729
EP Wealth Advisors
California
$528K +$51.7K +71 +11%
LWAM
730
Legacy Wealth Asset Management
Minnesota
$527K -$160K -220 -24%
MMA
731
Miracle Mile Advisors
California
$525K +$517K +711 New
AMPWP
732
Alvarez & Marsal Private Wealth Partners
Florida
$523K +$516K +709 New
BWM
733
Bullock Wealth Management
Indiana
$523K – – –
MAM
734
McLean Asset Management
Virginia
$518K +$1.46K +2 +0.3%
XT
735
XTX Topco
Cayman Islands
$518K -$3.35M -4,606 -87%
LIM
736
Lathrop Investment Management
Arkansas
$515K – – –
SW
737
Simplicity Wealth
New Jersey
$512K +$6.55K +9 +1%
BNA
738
BankChampaign National Association
Illinois
$512K +$505K +694 New
GCS
739
Gordian Capital (Singapore)
Singapore
$509K +$422K +580 +527%
SB
740
Strategic Blueprint
Georgia
$508K +$37.8K +52 +8%
CAG
741
Crestwood Advisors Group
Massachusetts
$506K +$218K +300 +78%
BFIM
742
Beese Fulmer Investment Management
Ohio
$504K +$156K +215 +46%
MMCM
743
Murphy & Mullick Capital Management
New York
$502K – – –
IFO
744
Independent Family Office
New York
$495K +$488K +671 New
CL
745
CSS LLC
Illinois
$495K -$480K -660 -50%
CAG
746
Csenge Advisory Group
Florida
$495K -$3.64K -5 -0.7%
SS
747
Sunbelt Securities
Texas
$493K +$100K +138 +26%
BBHC
748
Brown Brothers Harriman & Co
New York
$490K +$247K +340 +105%
HSA
749
HBK Sorce Advisory
Pennsylvania
$489K +$26.9K +37 +7%
JSW
750
Journey Strategic Wealth
New Jersey
$489K +$90.3K +124 +23%
28 29
30
31 32