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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1226
Clear Creek Financial Management
Washington
$346K -$148K -2,101 -29%
BAM
1227
Blueshift Asset Management
New Jersey
$346K +$363K +5,156 New
GAG
1228
GM Advisory Group
New York
$345K -$178K -2,520 -33%
QAM
1229
Q3 Asset Management
Michigan
$344K +$362K +5,141 New
FA
1230
Faithward Advisors
Pennsylvania
$341K -$7.61K -108 -2%
BFIM
1231
Beese Fulmer Investment Management
Ohio
$341K -$916 -13 -0.3%
BTWM
1232
Baker Tilly Wealth Management
Wisconsin
$341K -$5.43K -77 -1%
JWM
1233
Jacksonville Wealth Management
Florida
$340K -$24.5K -348 -6%
KCM
1234
Kathmere Capital Management
Pennsylvania
$338K +$47.6K +675 +15%
SSWM
1235
Sheets Smith Wealth Management
North Carolina
$338K +$23K +327 +7%
MMM
1236
Mendel Money Management
Illinois
$337K -$28.2K -400 -7%
EP
1237
Edgestream Partners
New Jersey
$336K -$5.46M -77,414 -94%
MWM
1238
Modern Wealth Management
Kansas
$336K -$14.3K -203 -4%
APC
1239
Aspire Private Capital
North Carolina
$336K -$81.6K -1,158 -19%
QFA
1240
Quattro Financial Advisors
Texas
$335K – – –
AIA
1241
AssuredPartners Investment Advisors
Florida
$335K +$84.4K +1,198 +32%
AWAU
1242
Alliance Wealth Advisors (Utah)
Utah
$335K +$70.1K +994 +25%
CIA
1243
Choate Investment Advisors
Massachusetts
$334K -$135K -1,912 -28%
ATS
1244
Ashton Thomas Securities
New York
$334K +$10K +142 +3%
CPC
1245
Cookson Peirce & Co
Pennsylvania
$334K +$351K +4,976 New
ACM
1246
Aljian Capital Management
Nevada
$332K -$26.1K -370 -7%
BPCE
1247
Bank Pictet & Cie (Europe)
Germany
$332K +$4.86K +69 +1%
LCGC
1248
Legacy Capital Group California
California
$332K +$62K +880 +22%
CW
1249
CreativeOne Wealth
Kansas
$331K -$159K -2,255 -31%
JCM
1250
Jacobi Capital Management
Pennsylvania
$328K +$7.82K +111 +2%
48 49
50
51 52