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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
876
GeoWealth Management
Illinois
$287K -$27.7K -38 -9%
BHPW
877
Beverly Hills Private Wealth
California
$287K +$14.6K +20 +5%
LWA
878
LifeGoal Wealth Advisors
New York
$287K +$275K +378 New
PFG
879
Prosperity Financial Group
California
$285K +$281K +386 New
BAM
880
Blueshift Asset Management
New Jersey
$280K -$18.2K -25 -6%
LOPW
881
Live Oak Private Wealth
North Carolina
$279K -$56.8K -78 -17%
A
882
Argentarii
Ohio
$276K – – –
NC
883
nVerses Capital
Florida
$275K +$271K +373 New
CIM
884
Cambria Investment Management
California
$272K -$245K -336 -48%
PCH
885
PGIM Custom Harvest
New Jersey
$272K +$18.9K +26 +8%
WTC
886
WhitTier Trust Company
Nevada
$270K +$9.46K +13 +4%
RFP
887
Root Financial Partners
California
$268K +$151K +207 +133%
LAM
888
LECAP Asset Management
United Kingdom
$266K -$274K -376 -51%
SIA
889
Soltis Investment Advisors
Utah
$264K +$260K +357 New
QL
890
Quarry LP
New York
$264K +$245K +337 +1,685%
KPPF
891
Klein Pavlis & Peasley Financial
California
$263K +$259K +356 New
GFP
892
Gryphon Financial Partners
Ohio
$262K -$22.6K -31 -8%
KRW
893
Kaufman Rossin Wealth
Florida
$261K -$83K -114 -24%
CA
894
Commerzbank Aktiengesellschaft
Germany
$260K -$10.9K -15 -4%
PE
895
PCM Encore
Colorado
$260K +$14.6K +20 +6%
SHFG
896
S Harris Financial Group
Texas
$259K +$255K +350 New
LFA
897
Legacy Financial Advisors
Kentucky
$258K +$255K +350 New
CC
898
Chicago Capital
Illinois
$258K +$255K +350 New
RA
899
Riversedge Advisors
Delaware
$256K +$252K +346 New
JIC
900
Joel Isaacson & Co
New York
$255K – – –
34 35
36
37 38