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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1101
Edge Wealth Management
New York
$1.16M -$283K -1,305 -20%
NL
1102
NVWM LLC
Pennsylvania
$1.15M -$297K -1,368 -21%
EWM
1103
Executive Wealth Management
Michigan
$1.15M +$127K +585 +13%
QT
1104
Quantamental Technologies
New York
$1.14M +$1.09M +5,040 New
MYIA
1105
Mount Yale Investment Advisors
Colorado
$1.14M -$4.56K -21 -0.4%
TFS
1106
TrustCore Financial Services
Tennessee
$1.14M – – –
WFC
1107
Western Financial Corp
California
$1.14M +$1.09M +5,016 New
TCM
1108
Teza Capital Management
Illinois
$1.14M +$1.09M +5,010 New
KA
1109
Kercheville Advisors
Texas
$1.13M +$16.9K +78 +2%
AIS
1110
AM Investment Strategies
Tennessee
$1.13M -$184K -849 -15%
RPWA
1111
Regent Peak Wealth Advisors
Georgia
$1.13M -$20.8K -96 -2%
OWA
1112
One Wealth Advisors
California
$1.13M +$26.1K +120 +2%
CPIG
1113
Chicago Partners Investment Group
Illinois
$1.13M +$206K +951 +23%
VA
1114
Valmark Advisers
Ohio
$1.12M -$287K -1,320 -21%
CFA
1115
Capstone Financial Advisors
Illinois
$1.12M +$11.7K +54 +1%
LSPW
1116
Lake Street Private Wealth
Illinois
$1.12M +$96.4K +444 +10%
RPC
1117
Rossmore Private Capital
Connecticut
$1.11M +$206K +951 +24%
ALAM
1118
Asahi Life Asset Management
Japan
$1.11M -$150K -690 -12%
SF
1119
Symphony Financial
Texas
$1.11M -$1.02M -4,710 -49%
KP
1120
Keel Point
Alabama
$1.11M +$1.95K +9 +0.2%
MFA
1121
Mayflower Financial Advisors
Massachusetts
$1.11M +$89.2K +411 +9%
B
1122
Bailard
California
$1.11M -$4.56K -21 -0.4%
WA
1123
WBH Advisory
Maryland
$1.1M +$15.6K +72 +1%
ATC
1124
Argent Trust Co
Tennessee
$1.1M +$391K +1,800 +59%
SAM
1125
Satovsky Asset Management
New York
$1.1M +$651 +3 +0.1%
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