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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
826
Armis Advisers
Georgia
$351K +$2.18K +3 +0.8%
GWP
827
Gen-Wealth Partners
Michigan
$351K +$4.37K +6 +1%
KWM
828
Keebeck Wealth Management
Illinois
$349K -$2.18K -3 -0.6%
PCM
829
Prelude Capital Management
New York
$348K -$292K -401 -46%
FAG
830
Fortitude Advisory Group
Washington
$348K -$14.6K -20 -4%
OCA
831
OpenArc Corporate Advisory
Georgia
$344K +$339K +466 New
TSMHT
832
Thurston Springer Miller Herd & Titak
Indiana
$344K -$16.7K -23 -5%
CNC
833
Canandaigua National Corp
New York
$343K +$338K +465 New
FFS
834
Fortress Financial Solutions
Arizona
$340K +$336K +461 New
GWANC
835
Guardian Wealth Advisors (North Carolina)
North Carolina
$340K +$1.46K +2 +0.4%
WPC
836
Wedmont Private Capital
Pennsylvania
$339K +$52.4K +72 +20%
AWM
837
Ariadne Wealth Management
California
$337K -$46.6K -64 -12%
WH
838
Willner & Heller
California
$335K – – –
NWM
839
Northwest Wealth Management
Iowa
$334K +$42.9K +59 +15%
PA
840
Profund Advisors
Maryland
$332K -$3.64K -5 -1%
AFGAS
841
Allegiance Financial Group Advisory Services
Virginia
$331K +$326K +448 New
CPA
842
Capital Performance Advisors
California
$329K +$37.1K +51 +13%
SW
843
SVB Wealth
Massachusetts
$328K +$34.2K +47 +12%
KFS
844
Kaizen Financial Strategies
California
$327K +$14.6K +20 +5%
KA
845
Klingman & Associates
New York
$326K +$7.28K +10 +2%
MWM
846
Modern Wealth Management
Kansas
$325K +$32K +44 +11%
KWA
847
Kingswood Wealth Advisors
California
$322K +$23.3K +32 +8%
PFG
848
PAX Financial Group
Texas
$320K +$21.8K +30 +7%
CAM
849
Claret Asset Management
Quebec, Canada
$319K – – –
EFS
850
Essex Financial Services
Connecticut
$318K -$25.5K -35 -8%
32 33
34
35 36