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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
876
LifeGoal Wealth Advisors
New York
$287K +$275K +378 New
PFG
877
Prosperity Financial Group
California
$285K +$281K +386 New
BAM
878
Blueshift Asset Management
New Jersey
$280K -$18.2K -25 -6%
LOPW
879
Live Oak Private Wealth
North Carolina
$279K -$56.8K -78 -17%
A
880
Argentarii
Ohio
$276K – – –
NC
881
nVerses Capital
Florida
$275K +$271K +373 New
CIM
882
Cambria Investment Management
California
$272K -$245K -336 -48%
PCH
883
PGIM Custom Harvest
New Jersey
$272K +$18.9K +26 +8%
WTC
884
WhitTier Trust Company
Nevada
$270K +$9.46K +13 +4%
RFP
885
Root Financial Partners
California
$268K +$151K +207 +133%
LAM
886
LECAP Asset Management
United Kingdom
$266K -$274K -376 -51%
SIA
887
Soltis Investment Advisors
Utah
$264K +$260K +357 New
QL
888
Quarry LP
New York
$264K +$245K +337 +1,685%
KPPF
889
Klein Pavlis & Peasley Financial
California
$263K +$259K +356 New
GFP
890
Gryphon Financial Partners
Ohio
$262K -$22.6K -31 -8%
KRW
891
Kaufman Rossin Wealth
Florida
$261K -$83K -114 -24%
CA
892
Commerzbank Aktiengesellschaft
Germany
$260K -$10.9K -15 -4%
PE
893
PCM Encore
Colorado
$260K +$14.6K +20 +6%
SHFG
894
S Harris Financial Group
Texas
$259K +$255K +350 New
LFA
895
Legacy Financial Advisors
Kentucky
$258K +$255K +350 New
CC
896
Chicago Capital
Illinois
$258K +$255K +350 New
RA
897
Riversedge Advisors
Delaware
$256K +$252K +346 New
JIC
898
Joel Isaacson & Co
New York
$255K – – –
WHCI
899
W.H. Cornerstone Investments
Massachusetts
$253K +$250K +343 New
NSIM
900
North Star Investment Management
Illinois
$253K – – –
34 35
36
37 38