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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
551
Western Wealth Management
Colorado
$888K +$80.4K +1,755 +10%
TCA
552
Transcend Capital Advisors
New Jersey
$876K +$50.4K +1,100 +6%
AAS
553
Ameritas Advisory Services
Nebraska
$874K -$2.03M -44,320 -69%
KRSITF
554
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$870K +$458 +10 +0.1%
CFGS
555
Concourse Financial Group Securities
Alabama
$867K +$99K +2,160 +12%
SI
556
Scharf Investments
California
$866K +$87.5K +1,910 +11%
DAM
557
Deltec Asset Management
New York
$862K -$745K -16,250 -45%
ZCI
558
Zevenbergen Capital Investments
Washington
$861K +$892K +19,475 New
PA
559
Procyon Advisors
Connecticut
$860K -$57.3K -1,250 -6%
BFG
560
Bleakley Financial Group
New Jersey
$847K +$81.1K +1,770 +10%
CG
561
Caprock Group
Idaho
$842K +$21.8K +475 +3%
OWA
562
One Wealth Advisors
California
$839K +$3.9K +85 +0.4%
PWM
563
Palumbo Wealth Management
New York
$838K +$868K +18,955 New
FIM
564
Freedom Investment Management
Connecticut
$829K -$123K -2,695 -13%
LOPW
565
Live Oak Private Wealth
North Carolina
$826K – – –
KNW
566
Kesler Norman & Wride
Utah
$824K +$102K +2,230 +14%
FC
567
FORA Capital
Florida
$820K +$850K +18,545 New
IA
568
IAM Advisory
Pennsylvania
$819K +$3.44K +75 +0.4%
RJT
569
Raymond James Trust
Florida
$818K +$38.9K +850 +5%
BCM
570
Bayesian Capital Management
New York
$814K +$843K +18,400 New
MYIA
571
Mount Yale Investment Advisors
Colorado
$809K +$15.8K +345 +2%
MC
572
Matisse Capital
Oregon
$809K – – –
GWSG
573
GPS Wealth Strategies Group
Colorado
$801K +$54.3K +1,185 +7%
ECM
574
ExodusPoint Capital Management
New York
$801K +$830K +18,120 New
BFIM
575
Beese Fulmer Investment Management
Ohio
$800K -$93.9K -2,050 -10%
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