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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
751
Western Wealth Management
Colorado
$915K -$781K -35,220 -40%
AAS
752
Avantax Advisory Services
Texas
$902K -$48.1K -2,170 -4%
DCM
753
Dupont Capital Management
Delaware
$899K -$938K -42,320 -45%
CWP
754
CFM Wealth Partners
Texas
$897K -$120K -5,430 -10%
P
755
Pitcairn
Pennsylvania
$897K +$18.2K +820 +2%
EFM
756
E Fund Management
China
$896K +$7.98K +360 +0.7%
HI
757
Horizon Investments
North Carolina
$895K +$15.7K +710 +1%
FTDI
758
First Trust Direct Indexing
Massachusetts
$892K -$46.8K -2,110 -4%
HCM
759
Helios Capital Management
Singapore
$892K +$1.13M +51,000 New
SWIG
760
Strategic Wealth Investment Group
Kentucky
$877K +$463K +20,870 +71%
AWC
761
Abundance Wealth Counselors
Pennsylvania
$875K +$1.11M +50,060 New
MFS
762
Monetta Financial Services
Illinois
$874K +$155K +7,000 +16%
GIA
763
Gladstone Institutional Advisory
Florida
$865K -$761K -34,340 -41%
MIFH
764
Migdal Insurance & Financial Holdings
Israel
$864K -$40.1M -1,808,420 -97%
EGM
765
Engineers Gate Manager
New York
$864K -$6.85M -308,830 -86%
ATC
766
Argent Trust Co
Tennessee
$855K -$26.6K -1,200 -2%
SIS
767
Sound Income Strategies
Florida
$849K +$238K +10,730 +28%
VWA
768
V Wealth Advisors
Kansas
$846K +$20.4K +920 +2%
DGAM
769
Desjardins Global Asset Management
Quebec, Canada
$840K -$637K -28,720 -37%
MAM
770
Meeder Asset Management
Ohio
$839K +$80K +3,610 +8%
AS
771
Akuna Securities
Illinois
$835K +$1.06M +47,770 New
AAP
772
Ardsley Advisory Partners
Connecticut
$831K +$1.05M +47,500 New
DPIM
773
Duff & Phelps Investment Management
Illinois
$830K – – –
ETC
774
Exchange Traded Concepts
Oklahoma
$829K +$312K +14,060 +42%
PHM
775
Prospect Hill Management
New Jersey
$826K +$394K +17,750 +60%
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