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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
NI
851
NDVR Inc
Massachusetts
$254K -$141K -217 -34%
CT
852
ClearAlpha Technologies
Connecticut
$253K +$268K +414 New
FOA
853
Five Oceans Advisors
California
$251K – – –
AIP
854
Ameritas Investment Partners
Nebraska
$250K – – –
AWAU
855
Alliance Wealth Advisors (Utah)
Utah
$249K -$216K -333 -45%
KV
856
Kickstand Ventures
New York
$248K +$26.5K +41 +11%
IAA
857
Independent Advisor Alliance
North Carolina
$248K +$3.88K +6 +2%
KWA
858
Kingswood Wealth Advisors
California
$247K +$262K +404 New
PFG
859
PAX Financial Group
Texas
$247K +$9.07K +14 +4%
BAM
860
Blueshift Asset Management
New Jersey
$247K +$262K +404 New
IAS
861
Investment Advisory Services
Texas
$247K +$648 +1 +0.2%
PTCG
862
Pring Turner Capital Group
California
$245K – – –
TWP
863
Tower Wealth Partners
Pennsylvania
$245K +$1.94K +3 +0.8%
PUI
864
Purpose Unlimited Inc
$245K +$259K +400 New
ATC
865
Adirondack Trust Company
New York
$245K – – –
KAS
866
KPP Advisory Services
Kentucky
$244K +$9.71K +15 +4%
SW
867
SVB Wealth
Massachusetts
$243K +$5.18K +8 +2%
FFP
868
Freedom Financial Partners
Minnesota
$243K +$648 +1 +0.3%
CPA
869
Capital Performance Advisors
California
$242K +$1.94K +3 +0.8%
PWM
870
Praetorian Wealth Management
California
$241K – – –
NWM
871
Northwest Wealth Management
Iowa
$241K +$255K +394 New
KFS
872
Kaizen Financial Strategies
California
$240K +$254K +393 New
KAM
873
Knightsbridge Asset Management
California
$236K +$250K +386 New
GFP
874
Gryphon Financial Partners
Ohio
$236K +$26.5K +41 +12%
CAG
875
Crestwood Advisors Group
Massachusetts
$236K +$28.5K +44 +13%
33 34
35
36 37