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Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
1551
N.E.W. Advisory Services
Wisconsin
$253K +$244K +2,342 New
NSIM
1552
North Star Investment Management
Illinois
$252K – – –
TL
1553
TrueWealth LLC
Georgia
$251K +$2.71K +26 +1%
NIM
1554
NuWave Investment Management
New Jersey
$250K -$246K -2,360 -51%
NFC
1555
Northeast Financial Consultants
Connecticut
$250K -$26.2K -251 -10%
ECA
1556
Elevated Capital Advisors
Utah
$248K +$239K +2,292 New
AF
1557
Alerus Financial
North Dakota
$247K -$4.06K -39 -2%
SAMC
1558
Spectrum Asset Management (California)
California
$247K +$238K +2,280 New
GKWIM
1559
Gerber Kawasaki Wealth & Investment Management
California
$246K -$1.98K -19 -0.8%
HWA
1560
Heritage Wealth Advisors
Virginia
$246K +$2.71K +26 +1%
CIP
1561
Convergence Investment Partners
Florida
$244K -$1.45M -13,868 -86%
MAM
1562
Meeder Asset Management
Ohio
$243K +$62.4K +599 +36%
AMC
1563
Asset Management Corp
Illinois
$243K +$234K +2,249 New
MUS
1564
Mitsubishi UFJ Securities
Japan
$242K – – –
AWP
1565
Ascent Wealth Partners
New York
$242K +$6.77K +65 +3%
TC
1566
Tatro Capital
Kentucky
$242K +$234K +2,241 New
QT
1567
Quantamental Technologies
New York
$241K -$302K -2,898 -57%
LWAC
1568
Laurel Wealth Advisors (California)
California
$241K -$215K -2,063 -48%
TFCP
1569
Twin Focus Capital Partners
Massachusetts
$241K – – –
CBT
1570
Central Bank & Trust
Kentucky
$239K – – –
MIG
1571
McGuire Investment Group
Rhode Island
$239K – – –
CQS
1572
Credential Qtrade Securities
$237K +$228K +2,192 New
LC
1573
Lindbrook Capital
California
$237K +$4.27K +41 +2%
PWA
1574
Physician Wealth Advisors
Utah
$235K – – –
GP
1575
Girard Partners
Pennsylvania
$235K +$2.5K +24 +1%
61 62
63
64 65