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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
AFGAS
901
Allegiance Financial Group Advisory Services
Virginia
$315K -$58.4K -69 -15%
LOPW
902
Live Oak Private Wealth
North Carolina
$314K – – –
DE
903
Diversified Enterprises
Delaware
$311K -$156K -184 -33%
KFS
904
Kaizen Financial Strategies
California
$308K -$25.4K -30 -7%
IFO
905
Independent Family Office
New York
$308K -$254K -300 -45%
FEG
906
Financial Enhancement Group
Indiana
$308K – – –
AC
907
Apella Capital
Connecticut
$308K +$339K +401 New
MAM
908
Mainsail Asset Management
Alabama
$307K +$349K +413 New
WC
909
Wexford Capital
Florida
$307K +$313K +370 New
A
910
Argentarii
Ohio
$306K +$846 +1 +0.3%
RA
911
Riversedge Advisors
Delaware
$306K +$18.6K +22 +6%
PCH
912
PGIM Custom Harvest
New Jersey
$305K – – –
SW
913
SVB Wealth
Massachusetts
$305K -$65.1K -77 -17%
OP
914
Oslo Pensjonsforsikring
$305K +$96.4K +114 +45%
AA
915
Armis Advisers
Georgia
$302K +$3.38K +4 +1%
KPPF
916
Klein Pavlis & Peasley Financial
California
$296K +$846 +1 +0.3%
FAG
917
Fortitude Advisory Group
Washington
$296K -$97.3K -115 -24%
CNBT
918
Canandaigua National Bank & Trust
New York
$295K +$300K +355 New
LFA
919
Legacy Financial Advisors
Kentucky
$294K +$3.38K +4 +1%
GFP
920
Gryphon Financial Partners
Ohio
$293K -$846 -1 -0.3%
SCM
921
Stevens Capital Management
Pennsylvania
$293K +$299K +353 New
CC
922
Chicago Capital
Illinois
$290K – – –
VC
923
VarCov Co
Connecticut
$290K +$295K +349 New
RPGK
924
Retirement Planning Group (Kansas)
Kansas
$287K +$293K +346 New
NSIM
925
North Star Investment Management
Illinois
$284K – – –
35 36
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38 39