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Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
801
Miracle Mile Advisors
California
$1.03M +$850K +7,200 New
EW
802
Evoke Wealth
California
$1.03M -$346K -2,931 -29%
BG
803
Berry Group
Massachusetts
$1.03M -$92.8K -786 -10%
BDF
804
Balasa Dinverno & Foltz
$1.03M -$5.67K -48 -0.7%
PAM
805
Private Asset Management
California
$1.02M +$380K +3,216 +82%
BZWA
806
Blue Zone Wealth Advisors
California
$1.02M -$88.6K -750 -10%
EDRH
807
Edmond de Rothschild Holding
Switzerland
$1.01M +$48.2K +408 +6%
ZIG
808
Zuckerman Investment Group
Illinois
$1.01M +$1.77K +15 +0.2%
WPW
809
Waldron Private Wealth
Pennsylvania
$1.01M +$62.7K +531 +8%
MIM
810
Moseley Investment Management
Florida
$1.01M +$258K +2,184 +45%
KAS
811
Kemnay Advisory Services
New York
$1.01M +$567K +4,800 +213%
GAM
812
Gotham Asset Management
New York
$1.01M -$616K -5,217 -43%
GIA
813
Guyasuta Investment Advisors
Pennsylvania
$1.01M +$74.4K +630 +10%
PTP
814
Platform Technology Partners
New York
$1M +$211K +1,785 +34%
PCS
815
Personal CFO Solutions
New Jersey
$1M +$960K +8,127 New
GBBWRPM
816
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$995K -$556K -4,713 -40%
HCMNY
817
Howard Capital Management (New York)
New York
$993K -$31.9K -270 -4%
LSAG
818
Lake Street Advisors Group
New Hampshire
$993K +$120K +1,017 +17%
SWA
819
SFMG Wealth Advisors
Texas
$991K +$54.9K +465 +7%
IC
820
Intersect Capital
California
$987K +$216K +1,833 +36%
BAAM
821
Baker Avenue Asset Management
California
$984K +$813K +6,885 New
GC
822
GFG Capital
Florida
$982K -$28.3K -240 -3%
LFG
823
Larson Financial Group
Missouri
$982K +$351K +2,970 +76%
HH
824
Hilltop Holdings
Texas
$977K +$807K +6,831 New
KFA
825
Krane Funds Advisors
New York
$975K +$805K +6,819 New
31 32
33
34 35