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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
901
Ameritas Investment Partners
Nebraska
$320K -$19.5K -23 -6%
F4L
902
Fortune 45 LLC
Louisiana
$318K +$42.3K +50 +15%
BCWM
903
Bartlett & Co Wealth Management
Ohio
$318K +$318K +376 +5,371%
AWM
904
Ariadne Wealth Management
California
$316K -$63.4K -75 -16%
AFGAS
905
Allegiance Financial Group Advisory Services
Virginia
$315K -$58.4K -69 -15%
LOPW
906
Live Oak Private Wealth
North Carolina
$314K – – –
DE
907
Diversified Enterprises
Delaware
$311K -$156K -184 -33%
KFS
908
Kaizen Financial Strategies
California
$308K -$25.4K -30 -7%
IFO
909
Independent Family Office
New York
$308K -$254K -300 -45%
FEG
910
Financial Enhancement Group
Indiana
$308K – – –
AC
911
Apella Capital
Connecticut
$308K +$339K +401 New
MAM
912
Mainsail Asset Management
Alabama
$307K +$349K +413 New
WC
913
Wexford Capital
Florida
$307K +$313K +370 New
A
914
Argentarii
Ohio
$306K +$846 +1 +0.3%
RA
915
Riversedge Advisors
Delaware
$306K +$18.6K +22 +6%
PCH
916
PGIM Custom Harvest
New Jersey
$305K – – –
SW
917
SVB Wealth
Massachusetts
$305K -$65.1K -77 -17%
OP
918
Oslo Pensjonsforsikring
$305K +$96.4K +114 +45%
AA
919
Armis Advisers
Georgia
$302K +$3.38K +4 +1%
KPPF
920
Klein Pavlis & Peasley Financial
California
$296K +$846 +1 +0.3%
FAG
921
Fortitude Advisory Group
Washington
$296K -$97.3K -115 -24%
CNBT
922
Canandaigua National Bank & Trust
New York
$295K +$300K +355 New
LFA
923
Legacy Financial Advisors
Kentucky
$294K +$3.38K +4 +1%
GFP
924
Gryphon Financial Partners
Ohio
$293K -$846 -1 -0.3%
SCM
925
Stevens Capital Management
Pennsylvania
$293K +$299K +353 New
35 36
37
38 39