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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1051
Cambria Investment Management
California
$465K +$128K +678 +32%
LG
1052
Leuthold Group
Minnesota
$463K – – –
NDBT
1053
North Dallas Bank & Trust
Texas
$461K -$29.3K -155 -5%
PP
1054
PDS Planning
Ohio
$458K -$32K -169 -6%
QWP
1055
Quotient Wealth Partners
Texas
$456K -$36.7K -194 -7%
LF
1056
LifePlan Financial
Minnesota
$456K +$514K +2,716 New
VFA
1057
Valeo Financial Advisors
Indiana
$455K -$101K -532 -16%
FWCM
1058
Ferguson Wellman Capital Management
Oregon
$455K -$80.7K -426 -14%
LAM
1059
L2 Asset Management
Massachusetts
$454K -$41.7K -220 -8%
CMF
1060
Counterpoint Mutual Funds
California
$452K – – –
MA
1061
MONECO Advisors
Connecticut
$449K +$12.3K +65 +2%
CSPIA
1062
Cary Street Partners Investment Advisory
Virginia
$446K +$140K +739 +38%
EWM
1063
Evercore Wealth Management
New York
$445K -$13.6K -72 -3%
SW
1064
Simplicity Wealth
New Jersey
$444K +$142K +750 +39%
AWM
1065
Athena Wealth Management
Nevada
$443K +$36K +190 +8%
MIFH
1066
Migdal Insurance & Financial Holdings
Israel
$441K -$25.9K -137 -5%
LPT
1067
Legacy Private Trust
Wisconsin
$440K -$12.1K -64 -2%
HL
1068
HeadInvest LLC
Maine
$440K -$13.3K -70 -3%
MC
1069
Machina Capital
France
$438K +$495K +2,614 New
CWM
1070
Calamos Wealth Management
Illinois
$436K -$268K -1,418 -35%
AC
1071
AXQ Capital
New Jersey
$436K -$1.42M -7,501 -74%
KCIC
1072
Kuhn & Co Investment Counsel
Illinois
$436K +$1.7K +9 +0.3%
DA
1073
Dover Advisors
Virginia
$434K +$9.47K +50 +2%
VCA
1074
Verdence Capital Advisors
Maryland
$432K +$92K +486 +23%
HFW
1075
Horizon Family Wealth
Illinois
$428K +$30.7K +162 +7%
41 42
43
44 45