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Name Holding Trade Value Shares
Change 		Change in
Stake
NSEDCP
1076
NJ State Employees Deferred Compensation Plan
New Jersey
$791K – – –
CI
1077
Cavalier Investments
Georgia
$791K +$757K +120,000 New
NAM
1078
Nexpoint Asset Management
Texas
$791K +$757K +120,000 New
ISWM
1079
Independent Solutions Wealth Management
New York
$781K +$193K +30,520 +35%
EWA
1080
EP Wealth Advisors
California
$780K +$166K +26,280 +29%
WPP
1081
Whalerock Point Partners
Rhode Island
$776K +$149K +23,600 +25%
CC
1082
Cedar Capital
Illinois
$775K -$133K -21,120 -15%
TW
1083
TrinityPoint Wealth
Connecticut
$773K -$86.8K -13,760 -10%
AT
1084
Arden Trust
Delaware
$770K -$58.8K -9,320 -7%
KF
1085
Krilogy Financial
Missouri
$768K +$248K +39,360 +51%
LWM
1086
Loveless Wealth Management
Montana
$765K -$27.8K -4,400 -4%
AWA
1087
Arkadios Wealth Advisors
Georgia
$763K +$52.2K +8,280 +8%
MCM
1088
Manchester Capital Management
Vermont
$761K +$19.4K +3,080 +3%
HPC
1089
HM Payson & Co
Maine
$760K -$160K -25,320 -18%
LOAMS
1090
Lombard Odier Asset Management (Switzerland)
Switzerland
$759K – – –
CWM
1091
Concentrum Wealth Management
California
$758K -$60.8K -9,640 -8%
NEIRG
1092
New England Investment & Retirement Group
Massachusetts
$758K +$10.1K +1,600 +1%
LCM
1093
Liberty Capital Management
Michigan
$758K +$73.9K +11,720 +11%
BCM
1094
Breiter Capital Management
Florida
$752K +$720K +114,160 New
VAG
1095
VisionPoint Advisory Group
Texas
$749K -$3.32M -526,680 -82%
CRC
1096
Curi RMB Capital
Illinois
$743K +$124K +19,640 +21%
WB
1097
WesBanco Bank
West Virginia
$742K -$88.8K -14,080 -11%
NWP
1098
Northstar Wealth Partners
Connecticut
$741K +$58K +9,200 +9%
FMLI
1099
Fukoku Mutual Life Insurance
Japan
$738K -$959K -152,000 -58%
CF
1100
Copperwynd Financial
Arizona
$738K -$88.1K -13,960 -11%
42 43
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