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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
2251
Empirical Asset Management
Massachusetts
$277K +$246K +9,802 New
FGAM
2252
Financial Gravity Asset Management
Texas
$276K +$245K +9,760 New
FFA
2253
Florida Financial Advisors
Florida
$276K +$246K +9,763 New
DIM
2254
Delta Investment Management
California
$275K -$654 -26 -0.3%
ISWM
2255
Independent Solutions Wealth Management
New York
$275K +$245K +9,731 New
SDWMA
2256
Schneider Downs Wealth Management Advisors
Pennsylvania
$273K +$729 +29 +0.3%
DWM
2257
Darwin Wealth Management
Florida
$273K – – –
TCM
2258
Teza Capital Management
Illinois
$272K +$242K +9,626 New
AIM
2259
Advyzon Investment Management
Illinois
$272K -$28.2K -1,120 -10%
ACA
2260
Aspire Capital Advisors
Washington
$272K +$15.9K +633 +7%
ACP
2261
Argyle Capital Partners
California
$271K -$26.4K -1,050 -10%
HWA
2262
Heritage Wealth Advisors
Virginia
$271K +$145K +5,750 +150%
CIA
2263
Compass Ion Advisors
Pennsylvania
$271K -$35K -1,390 -13%
UWPG
2264
Ullmann Wealth Partners Group
Florida
$270K +$240K +9,553 New
CTWM
2265
Cherry Tree Wealth Management
Minnesota
$270K -$95.4K -3,795 -28%
IFA
2266
Independence Financial Advisors
New Hampshire
$270K +$240K +9,551 New
TAM
2267
TCP Asset Management
Ohio
$270K +$126 +5 +0.1%
EWM
2268
Endowment Wealth Management
Wisconsin
$270K -$19.8K -788 -8%
BCP
2269
Blue Chip Partners
Michigan
$269K -$10.4K -413 -4%
MFP
2270
Meridian Financial Partners
Virginia
$269K +$239K +9,514 New
SOAMC
2271
Spirit of America Management Corp
New York
$269K – – –
NA
2272
Novus Advisors
South Carolina
$268K +$238K +9,482 New
NB
2273
Nicolet Bankshares
Wisconsin
$268K -$6.36K -253 -3%
SCA
2274
Southern Capital Advisors
Tennessee
$267K +$238K +9,449 New
TLCM
2275
Twin Lakes Capital Management
California
$267K -$3.12K -124 -1%
89 90
91
92 93