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NTAP

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
726
SmartHarvest Portfolios
Washington
$229K +$193K +1,477 New
SFFS
727
Stonehage Fleming Financial Services
Jersey
$228K – – –
BRWA
728
B. Riley Wealth Advisors
Florida
$228K +$192K +1,469 New
EFG
729
Everhart Financial Group
Ohio
$225K +$190K +1,457 New
CAM
730
Claret Asset Management
Quebec, Canada
$225K -$92.8K -710 -33%
DWM
731
Destination Wealth Management
California
$225K +$190K +1,452 New
VCM
732
Versant Capital Management
Arizona
$224K -$52.8K -404 -22%
SIM
733
Synergy Investment Management
Florida
$222K -$3.01K -23 -2%
UB
734
UMB Bank
Missouri
$222K +$4.31K +33 +2%
IAA
735
Independent Advisor Alliance
North Carolina
$221K +$187K +1,430 New
FMLI
736
Fukoku Mutual Life Insurance
Japan
$220K +$186K +1,424 New
SAM
737
Sagewood Asset Management
New York
$220K +$186K +1,423 New
EH
738
Equitable Holdings
New York
$220K +$186K +1,421 New
SFG
739
SNS Financial Group
Minnesota
$220K +$186K +1,420 New
BA
740
Bridgewater Advisors
New York
$219K +$161K +1,231 New
STP
741
Science & Technology Partners
New York
$218K +$184K +1,408 New
AIC
742
Argus Investors Counsel
New York
$217K +$183K +1,401 New
CAMG
743
CWA Asset Management Group
Florida
$214K -$170K -1,299 -48%
OC
744
Oppenheimer & Co
New York
$212K +$179K +1,368 New
7WCP
745
71 West Capital Partners
Massachusetts
$210K +$177K +1,354 New
PWW
746
Pettyjohn Wood & White
Virginia
$209K +$176K +1,350 New
NFP
747
Narus Financial Partners
Utah
$208K +$175K +1,341 New
AG
748
AlTi Global
New York
$207K +$175K +1,335 New
DW30
749
Drucker Wealth 3.0
New Jersey
$205K -$544K -4,161 -76%
NRG
750
Nemes Rush Group
Michigan
$204K +$2.88K +22 +2%
28 29
30
31 32