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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
826
Empirical Asset Management
Massachusetts
$326K +$49.8K +910 +18%
CF
827
Copperwynd Financial
Arizona
$322K +$328 +6 +0.1%
EH
828
Equitable Holdings
New York
$321K +$38.1K +696 +14%
PWM
829
Prosperity Wealth Management
California
$320K +$318K +5,810 New
RCM
830
Ridgepath Capital Management
Tennessee
$318K +$1.26K +23 +0.4%
CIC
831
Crawford Investment Counsel
Georgia
$316K – – –
AMBIA
832
Allen Mooney & Barnes Investment Advisors
Georgia
$315K – – –
FIM
833
Freedom Investment Management
Connecticut
$315K -$36.6K -669 -10%
WA
834
Wambolt & Associates
Colorado
$314K -$10.6K -193 -3%
SWM
835
Spire Wealth Management
Virginia
$314K -$28.1K -514 -8%
EFG
836
Ethos Financial Group
Pennsylvania
$311K – – –
NW
837
NewEdge Wealth
Pennsylvania
$310K +$56.7K +1,035 +23%
OFA
838
Oak Family Advisors
Illinois
$310K – – –
FRA
839
Frank Rimerman Advisors
California
$310K -$1.09K -20 -0.4%
HCM
840
Hodges Capital Management
Texas
$308K +$27.4K +500 +10%
AF
841
Allworth Financial
California
$308K -$56.9K -1,040 -14%
WE
842
Wealth Effects
Massachusetts
$307K – – –
MAG
843
M3 Advisory Group
Massachusetts
$306K -$2.35K -43 -0.8%
JSAM
844
J. Safra Asset Management
New York
$305K +$104K +1,899 +52%
LWM
845
LongView Wealth Management
Georgia
$304K -$821 -15 -0.3%
FBT
846
First Bankers Trust
Kentucky
$304K – – –
AFG
847
Atomi Financial Group
New York
$303K +$91.5K +1,672 +44%
IPWA
848
International Private Wealth Advisors
California
$301K -$32.2K -589 -10%
GWM
849
Gibbs Wealth Management
Georgia
$300K +$298K +5,452 New
SFG
850
Synergy Financial Group
California
$300K -$274 -5 -0.1%
32 33
34
35 36