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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1026
EverSource Wealth Advisors
Alabama
$326K -$7.9K -173 -2%
CIM
1027
Chapman Investment Management
California
$326K +$324K +7,085 New
RIA
1028
Regal Investment Advisors
Michigan
$325K -$126K -2,764 -28%
PIA
1029
Perennial Investment Advisors
California
$324K -$27.5K -603 -8%
SSA
1030
Schonfeld Strategic Advisors
New York
$322K -$1.98M -43,393 -86%
CAM
1031
Cozad Asset Management
Illinois
$320K +$33.5K +733 +12%
SIG
1032
Stonegate Investment Group
Alabama
$320K +$318K +6,953 New
FFL
1033
Future Fund LLC
Illinois
$320K -$20.3K -444 -6%
PNAA
1034
Pictet North America Advisors
Switzerland
$319K – – –
CSPIA
1035
Cary Street Partners Investment Advisory
Virginia
$317K +$76.8K +1,681 +32%
CIM
1036
CIM Investment Management
Pennsylvania
$316K -$753K -16,493 -71%
AWM
1037
Act Wealth Management
Texas
$313K – – –
ISWM
1038
Independent Solutions Wealth Management
New York
$311K +$90.5K +1,980 +41%
SC
1039
Savant Capital
Illinois
$311K +$7.72K +169 +3%
CCA
1040
Cora Capital Advisors
New Jersey
$310K -$24.9K -545 -7%
ACA
1041
Aptus Capital Advisors
Alabama
$308K +$306K +6,696 New
PCS
1042
Personal CFO Solutions
New Jersey
$302K -$6.17K -135 -2%
CCA
1043
Column Capital Advisors
Indiana
$300K -$1.83K -40 -0.6%
AT
1044
Arden Trust
Delaware
$298K -$69.9K -1,530 -19%
ZIG
1045
Zuckerman Investment Group
Illinois
$297K – – –
EP
1046
Edgestream Partners
New Jersey
$296K +$295K +6,447 New
CA
1047
Clearstead Advisors
Ohio
$294K -$119K -2,594 -29%
AWA
1048
Alta Wealth Advisors
Massachusetts
$294K +$35.2K +770 +14%
GF
1049
Gabelli Funds
New York
$290K +$29.9K +655 +12%
WSTAM
1050
Wilbanks Smith & Thomas Asset Management
Virginia
$289K +$287K +6,290 New
40 41
42
43 44