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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
851
Claret Asset Management
Quebec, Canada
$319K – – –
EFS
852
Essex Financial Services
Connecticut
$318K -$25.5K -35 -8%
BFM
853
Boothbay Fund Management
New York
$317K -$80.8K -111 -21%
CI
854
Cigna Investments
Connecticut
$315K -$8.73K -12 -3%
HBW
855
Hazlett, Burt & Watson
West Virginia
$312K – – –
SFC
856
SYM Financial Corp
Indiana
$310K +$38.6K +53 +14%
ACM
857
Absolute Capital Management
Pennsylvania
$309K +$305K +419 New
IAS
858
Investment Advisory Services
Texas
$309K +$10.9K +15 +4%
ICP
859
Interchange Capital Partners
Pennsylvania
$304K -$457K -628 -54%
PPWM
860
Paragon Private Wealth Management
Kentucky
$302K +$31.3K +43 +12%
FOA
861
Five Oceans Advisors
California
$302K -$728 -1 -0.2%
AIP
862
Ameritas Investment Partners
Nebraska
$301K – – –
SF
863
Symphony Financial
Texas
$300K +$296K +407 New
KV
864
Kickstand Ventures
New York
$300K – – –
FEG
865
Financial Enhancement Group
Indiana
$299K +$270K +371 New
FMI
866
Frec Markets Inc
California
$298K +$293K +403 New
PUI
867
Purpose Unlimited Inc
$295K – – –
DTL
868
Dynamic Technology Lab
Singapore
$295K +$291K +400 New
ATC
869
Adirondack Trust Company
New York
$295K – – –
TWP
870
Tower Wealth Partners
Pennsylvania
$295K -$1.46K -2 -0.5%
KAS
871
KPP Advisory Services
Kentucky
$295K – – –
EFG
872
Elm3 Financial Group
Georgia
$294K +$290K +398 New
SMA
873
Seven Mile Advisory
New Jersey
$293K -$125K -172 -30%
AIA
874
Affinity Investment Advisors
California
$292K +$32.8K +45 +13%
CFP
875
Catalyst Financial Partners
Massachusetts
$288K +$284K +390 New
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35
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