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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
676
WealthPlan Investment Management
Nebraska
$595K +$635K +45,401 New
CGA
677
Crescent Grove Advisors
Illinois
$594K -$364 -26 -0%
NW
678
NewEdge Wealth
Pennsylvania
$594K +$205K +14,627 +38%
JAFL
679
Jay A. Fishman Ltd
Michigan
$589K – – –
AGA
680
Accuvest Global Advisors
Utah
$586K +$732K +52,296 New
HAM
681
Hedges Asset Management
Nevada
$585K – – –
QCIG
682
Quad-Cities Investment Group
Iowa
$583K -$119K -8,470 -14%
BMC
683
Benin Management Corp
Connecticut
$582K – – –
OPS
684
Orion Portfolio Solutions
Nebraska
$581K +$87.4K +6,245 +14%
MCA
685
MSH Capital Advisors
Arizona
$581K +$6.41K +458 +0.9%
SP
686
Symmetry Partners
Connecticut
$579K – – –
TPWA
687
TRUE Private Wealth Advisors
Oregon
$579K +$38K +2,718 +6%
ATPW
688
Ashton Thomas Private Wealth
Arizona
$578K +$148K +10,553 +26%
NCM
689
Narwhal Capital Management
Georgia
$578K +$722K +51,611 New
IC
690
Inscription Capital
Texas
$576K -$126K -8,993 -15%
DA
691
Detalus Advisors
Missouri
$574K -$97.3K -6,955 -12%
YAVAPFMC
692
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$573K – – –
RBFC
693
Roman Butler Fullerton & Co
Missouri
$573K +$4.06K +290 +0.6%
LGA
694
Lebenthal Global Advisors
New York
$570K -$82.8K -5,914 -10%
TCA
695
Transcend Capital Advisors
New Jersey
$568K -$51.6K -3,688 -7%
EFS
696
Essex Financial Services
Connecticut
$565K +$66.1K +4,722 +10%
EWA
697
EP Wealth Advisors
California
$560K -$6.69K -478 -0.9%
AAMC
698
Asset Allocation & Management Company
Illinois
$560K – – –
LWAM
699
Legacy Wealth Asset Management
Minnesota
$558K -$201K -14,370 -22%
DGAM
700
Desjardins Global Asset Management
Quebec, Canada
$556K +$5.37K +384 +0.8%
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