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Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
676
EPIQ Capital Group
California
$415K +$7.97K +54 +2%
MFA
677
Mayflower Financial Advisors
Massachusetts
$407K +$106K +717 +31%
BWP
678
Balboa Wealth Partners
Arizona
$406K +$249K +1,688 +128%
AAIM
679
American Assets Investment Management
California
$405K – – –
PCM
680
Prelude Capital Management
New York
$405K +$256K +1,735 +138%
IMRF
681
Illinois Municipal Retirement Fund
Illinois
$401K – – –
JWM
682
Jeppson Wealth Management
California
$401K -$13.3K -90 -3%
UB
683
UMB Bank
Missouri
$400K +$29.2K +198 +7%
TCA
684
Transcend Capital Advisors
New Jersey
$395K -$8.12K -55 -2%
NRG
685
Nemes Rush Group
Michigan
$391K +$121K +818 +39%
OWG
686
Oxford Wealth Group
Florida
$389K +$425K +2,881 New
LSPW
687
Lake Street Private Wealth
Illinois
$384K +$27.3K +185 +7%
RVPG
688
Relative Value Partners Group
$384K +$420K +2,846 New
AIA
689
Angeles Investment Advisors
California
$381K -$102K -694 -20%
BWA
690
Bordeaux Wealth Advisors
California
$381K +$10K +68 +2%
RPCONE
691
Retirement Planning Company of New England
Rhode Island
$380K +$22.6K +153 +6%
SC
692
Sapient Capital
Indiana
$379K -$1.18K -8 -0.3%
SFG
693
Synergy Financial Group
California
$379K +$74.7K +506 +22%
PCIG
694
Partners Capital Investment Group
Massachusetts
$375K +$410K +2,778 New
JPLA
695
Joseph P. Lucia & Associates
New York
$373K -$29.5K -200 -7%
LSAG
696
Lake Street Advisors Group
New Hampshire
$370K -$10.9K -74 -3%
VHAM
697
Van Hulzen Asset Management
California
$369K -$89.3K -605 -18%
AM
698
AGF Management
Ontario, Canada
$366K +$400K +2,710 New
DI
699
Diligent Investors
California
$365K +$399K +2,701 New
BCM
700
BluePointe Capital Management
California
$357K -$121K -822 -24%
26 27
28
29 30