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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1226
Clarity Wealth Advisors
California
$611K +$35.4K +460 +6%
MIM
1227
Moseley Investment Management
Florida
$611K +$20.3K +264 +3%
AS
1228
AM Squared
Hong Kong
$608K – – –
AAP
1229
Ardsley Advisory Partners
Connecticut
$608K +$616K +8,000 New
WPP
1230
Whalerock Point Partners
Rhode Island
$604K -$11.6K -150 -2%
SW
1231
Solidarity Wealth
Utah
$603K +$611K +7,939 New
GFP
1232
Gryphon Financial Partners
Ohio
$597K +$33.6K +436 +6%
AAS
1233
Ameritas Advisory Services
Nebraska
$597K -$43.8K -569 -7%
CIA
1234
Cladis Investment Advisory
Montana
$597K -$116K -1,500 -16%
ABP
1235
Arthur B. Page
$596K -$132K -1,715 -18%
EHWM
1236
Eads & Heald Wealth Management
Georgia
$594K -$40.7K -528 -6%
IAS
1237
IMA Advisory Services
Colorado
$593K -$82.3K -1,069 -12%
E
1238
Ergoteles
New York
$588K +$597K +7,745 New
AT
1239
Arden Trust
Delaware
$588K +$254K +3,303 +75%
EM
1240
Excalibur Management
Massachusetts
$586K -$27.9K -362 -4%
PGWM
1241
Pitti Group Wealth Management
New York
$585K +$1.77K +23 +0.3%
NCM
1242
Novare Capital Management
North Carolina
$584K -$46K -597 -7%
LCM
1243
Lattice Capital Management
Washington
$583K – – –
KCM
1244
KLK Capital Management
California
$583K -$2.16K -28 -0.4%
EWM
1245
Elite Wealth Management
Washington
$582K -$25.8K -335 -4%
OWA
1246
One Wealth Advisors
California
$582K +$448K +5,812 +313%
JIC
1247
Joel Isaacson & Co
New York
$581K – – –
LWM
1248
Laidlaw Wealth Management
New York
$580K -$3.85K -50 -0.7%
MS
1249
Mizuho Securities
Japan
$579K +$269K +3,490 +85%
NSIM
1250
North Star Investment Management
Illinois
$578K -$19.2K -249 -3%
48 49
50
51 52