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Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
1376
Fukoku Mutual Life Insurance
Japan
$978K +$189K +1,360 +23%
LSAG
1377
Lake Street Advisors Group
New Hampshire
$976K +$18.8K +135 +2%
SWP
1378
Strategic Wealth Partners
Ohio
$975K +$1.02M +7,334 New
AWA
1379
Alta Wealth Advisors
Massachusetts
$969K +$4.31K +31 +0.4%
SIM
1380
Sonora Investment Management
Arizona
$965K -$31.4K -226 -3%
CCMG
1381
Clark Capital Management Group
Pennsylvania
$961K +$40.5K +291 +4%
KWM
1382
Keebeck Wealth Management
Illinois
$960K +$49.5K +356 +5%
ADIM
1383
Alpha DNA Investment Management
Maryland
$959K +$947K +6,812 +1,674%
CT
1384
Caldwell Trust
Florida
$956K +$269K +1,938 +37%
CM
1385
Capula Management
Cayman Islands
$954K +$861K +6,190 +625%
FRA
1386
Front Row Advisors
California
$953K +$556 +4 +0.1%
VA
1387
Valmark Advisers
Ohio
$952K +$22.4K +161 +2%
LP
1388
LGL Partners
Pennsylvania
$947K +$83.3K +599 +9%
GCM
1389
Gables Capital Management
Florida
$936K – – –
OAM
1390
Optimal Asset Management
California
$921K -$167K -1,200 -15%
SAM
1391
Security Asset Management
New York
$921K – – –
JBA
1392
Johnson Bixby & Associates
Washington
$917K -$115K -825 -11%
SC
1393
Savant Capital
Illinois
$917K +$26.6K +191 +3%
TA
1394
Tectonic Advisors
Texas
$909K -$60.6K -436 -6%
SXL
1395
Summit X LLC
Missouri
$909K +$950K +6,835 New
ESB
1396
Essex Savings Bank
Connecticut
$904K -$11.1K -80 -1%
NG
1397
NWK Group
California
$902K -$31K -223 -3%
CWM
1398
Circle Wealth Management
New Jersey
$902K -$11.5K -83 -1%
HL
1399
HeadInvest LLC
Maine
$898K -$73.7K -530 -7%
EP
1400
Eudaimonia Partners
Tennessee
$898K +$115K +826 +14%
54 55
56
57 58