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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
Empirical Wealth Management
Washington
$468K +$110K +1,074 +28%
MG
602
Mather Group
Illinois
$465K +$20.7K +202 +4%
MAM
603
Maytree Asset Management
Hong Kong
$465K +$504K +4,920 New
AFP
604
Ausdal Financial Partners
Iowa
$461K +$159K +1,552 +47%
LI
605
LMCG Investments
Massachusetts
$453K -$8.4M -81,885 -94%
PCM
606
Polymer Capital Management
New York
$453K +$491K +4,790 New
IAA
607
Independent Advisor Alliance
North Carolina
$452K -$86.3K -842 -15%
JCM
608
Jag Capital Management
Missouri
$446K -$253K -2,466 -34%
ACM
609
Aster Capital Management
United Arab Emirates
$435K +$431K +4,205 +1,054%
OAM
610
Oxford Asset Management
United Kingdom
$430K +$466K +4,546 New
WWM
611
Western Wealth Management
Colorado
$429K -$61.5K -600 -12%
CA
612
Clearstead Advisors
Ohio
$428K +$447K +4,363 +2,710%
SAM
613
Smartleaf Asset Management
Massachusetts
$422K – – –
MYIA
614
Mount Yale Investment Advisors
Colorado
$422K -$35.9K -350 -7%
AAM
615
Advisors Asset Management
Colorado
$421K +$364K +3,555 +396%
SWP
616
Sagespring Wealth Partners
Tennessee
$421K +$81.5K +795 +22%
TAM
617
Trust Asset Management
Texas
$421K -$28.1K -274 -6%
MYAM
618
Meiji Yasuda Asset Management
Japan
$418K -$151K -1,470 -25%
HI
619
Horizon Investments
North Carolina
$411K -$10.6K -103 -1%
NW
620
NewEdge Wealth
Pennsylvania
$410K +$24.3K +237 +6%
TAM
621
Titleist Asset Management
Texas
$409K -$12.4K -121 -3%
GCP
622
GSA Capital Partners
United Kingdom
$401K +$435K +4,238 New
RPCONE
623
Retirement Planning Company of New England
Rhode Island
$400K -$194K -1,894 -31%
FRM
624
Fox Run Management
Connecticut
$399K +$433K +4,222 New
VA
625
VestGen Advisors
Illinois
$397K +$103 +1 +0%
23 24
25
26 27