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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
751
Soltis Investment Advisors
Utah
$534K +$72K +211 +16%
SWIG
752
Strategic Wealth Investment Group
Kentucky
$530K -$109K -319 -17%
FWA
753
FSM Wealth Advisors
Ohio
$526K -$48.4K -142 -9%
CSC
754
Caldwell Sutter Capital
California
$525K – – –
EDRH
755
Edmond de Rothschild Holding
Switzerland
$524K +$511K +1,498 New
CIM
756
Cambria Investment Management
California
$520K +$507K +1,486 New
MOS
757
MGO One Seven
Ohio
$520K +$66.2K +194 +15%
DWM
758
DKM Wealth Management
California
$517K – – –
WFI
759
West Family Investments
California
$517K +$504K +1,477 New
BCM
760
Becker Capital Management
Oregon
$515K – – –
BWM
761
BlackDiamond Wealth Management
New York
$512K -$29K -85 -5%
FMLI
762
Fukoku Mutual Life Insurance
Japan
$511K +$158K +464 +47%
TLFA
763
True Link Financial Advisors
California
$511K – – –
MWM
764
Modera Wealth Management
New Jersey
$501K +$4.09K +12 +0.8%
DWM
765
Destination Wealth Management
California
$499K +$23.5K +69 +5%
GIA
766
Gateway Investment Advisers
Ohio
$497K +$212K +621 +78%
EP
767
Evelyn Partners
$495K +$482K +1,414 New
HFS
768
Hantz Financial Services
Michigan
$493K -$10.2K -30 -2%
SSA
769
Schonfeld Strategic Advisors
New York
$491K -$8.69M -25,470 -95%
GPA
770
Garrison Point Advisors
California
$490K -$3.41K -10 -0.7%
TWM
771
Tumwater Wealth Management
Idaho
$488K – – –
MGIA
772
Moneta Group Investment Advisors
Missouri
$487K +$151K +444 +47%
ACA
773
Atlas Capital Advisors
Wyoming
$486K +$377K +1,105 +392%
VFA
774
Valeo Financial Advisors
Indiana
$484K +$69.2K +203 +17%
AL
775
Aspiriant LLC
California
$480K -$20.5K -60 -4%
29 30
31
32 33