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Mercado Libre
MELI

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
726
CreativeOne Wealth
Kansas
$329K +$19.1K +11 +6%
FFG
727
Frisch Financial Group
New York
$329K +$22.5K +13 +7%
AF
728
Advisornet Financial
Minnesota
$324K +$144K +83 +75%
IFWM
729
Institute for Wealth Management
Colorado
$322K +$34.6K +20 +12%
EP
730
Edgestream Partners
New Jersey
$319K -$196K -113 -37%
KPWS
731
Kestra Private Wealth Services
Texas
$314K +$24.2K +14 +8%
WCM
732
Wunderlich Capital Managemnt
Tennessee
$312K – – –
ZB
733
Zions Bancorporation
Utah
$312K +$234K +135 +265%
PFM
734
Parsec Financial Management
North Carolina
$308K – – –
BCA
735
Berman Capital Advisors
Georgia
$306K +$199K +115 +169%
LCM
736
Leisure Capital Management
California
$302K – – –
TFA
737
Toth Financial Advisory
Virginia
$302K – – –
CA
738
Commerzbank Aktiengesellschaft
Germany
$302K +$312K +180 New
NP
739
NorthRock Partners
Minnesota
$299K -$6.93K -4 -2%
RC
740
Roundview Capital
New Jersey
$296K +$305K +176 New
GCAC
741
Guardian Capital Advisors (Canada)
Ontario, Canada
$295K +$86.6K +50 +37%
BAAM
742
Baker Avenue Asset Management
California
$293K +$303K +175 New
IAM
743
Infusive Asset Management
New York
$292K -$125K -72 -29%
DJYG
744
David J. Yvars Group
Florida
$288K – – –
UAS
745
United Asset Strategies
New York
$287K -$27.7K -16 -9%
BG
746
Bellevue Group
Switzerland
$285K – – –
RDWM
747
Red Door Wealth Management
Tennessee
$282K -$1.73K -1 -0.6%
FHA
748
Flagship Harbor Advisors
Massachusetts
$282K – – –
SC
749
Solstein Capital
California
$280K +$263K +152 +1,013%
SWP
750
Stratos Wealth Partners
Ohio
$280K +$289K +167 New
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30
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