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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
826
Cigna Investments
Connecticut
$327K -$4.57K -85 -1%
LWM
827
LongView Wealth Management
Georgia
$326K +$2.69K +50 +0.9%
IIA
828
ICW Investment Advisors
Arizona
$324K +$25.5K +475 +9%
AMBIA
829
Allen Mooney & Barnes Investment Advisors
Georgia
$321K +$538 +10 +0.2%
MAG
830
M3 Advisory Group
Massachusetts
$321K +$1.88K +35 +0.6%
QWM
831
Quadcap Wealth Management
Texas
$320K +$1.34K +25 +0.5%
MW
832
Marcum Wealth
Ohio
$319K -$84.9K -1,580 -22%
FRA
833
Frank Rimerman Advisors
California
$318K -$94.1K -1,750 -24%
SFG
834
Synergy Financial Group
California
$317K +$32.3K +600 +12%
OQS
835
Occudo Quantitative Strategies
Florida
$315K +$291K +5,415 New
MPM
836
MBB Public Markets
Illinois
$314K -$1.74M -32,425 -86%
LSAG
837
Lake Street Advisors Group
New Hampshire
$314K -$6.45K -120 -2%
CHAM
838
Clear Harbor Asset Management
Connecticut
$313K – – –
TSS
839
Two Sigma Securities
New York
$310K -$105K -1,945 -27%
DAS
840
Diversify Advisory Services
Utah
$308K -$9.41K -175 -3%
CA
841
Crumly & Associates
Illinois
$305K -$19.6K -365 -7%
LC
842
LCNB Corp
Ohio
$303K – – –
TIA
843
Tiemann Investment Advisors
California
$301K -$13.4K -250 -5%
LF
844
LifeSteps Financial
California
$298K +$17.5K +325 +7%
AAIS
845
ABN AMRO Investment Solutions
$297K -$771K -14,340 -74%
RG
846
Rathbones Group
United Kingdom
$297K -$26.9K -500 -9%
HCM
847
Hodges Capital Management
Texas
$296K – – –
BAM
848
Berkshire Asset Management
Pennsylvania
$295K – – –
BHBT
849
Burke & Herbert Bank & Trust
Virginia
$292K – – –
LS
850
Livforsakringsbolaget Skandia
Sweden
$292K +$196K +3,650 +268%
32 33
34
35 36