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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1151
Titleist Asset Management
Texas
$603K +$44.9K +646 +8%
EA
1152
Emerald Advisers
Pennsylvania
$601K -$39.6K -570 -6%
PW
1153
Peninsula Wealth
California
$601K -$39.8K -573 -6%
CF
1154
Convergence Financial
Missouri
$601K +$574K +8,265 New
CWA
1155
Clarus Wealth Advisors
Arizona
$600K +$602K +8,662 New
MFA
1156
Morling Financial Advisors
California
$600K +$3.54K +51 +0.6%
ACS
1157
Archford Capital Strategies
Illinois
$598K -$1M -14,438 -64%
GL
1158
Graypoint LLC
New York
$596K +$33.2K +478 +6%
ALAM
1159
Asahi Life Asset Management
Japan
$595K +$27.8K +400 +5%
CIP
1160
Convergence Investment Partners
Florida
$592K -$221K -3,181 -28%
RCM
1161
RB Capital Management
Nevada
$588K +$156K +2,247 +38%
GAM
1162
Griffin Asset Management
New York
$586K +$561K +8,065 New
CAG
1163
Crestwood Advisors Group
Massachusetts
$584K +$147K +2,119 +36%
SMC
1164
Smith, Moore & Co
Missouri
$582K +$41.7K +600 +8%
AWA
1165
Artemis Wealth Advisors
New York
$581K – – –
SC
1166
Shay Capital
New York
$581K +$417K +6,000 +300%
PL
1167
Perpetual Ltd
Australia
$578K -$688K -9,904 -55%
MMG
1168
Monetary Management Group
Missouri
$578K +$553K +7,950 New
WCA
1169
Westover Capital Advisors
Delaware
$573K +$7.99K +115 +1%
ZF
1170
Zega Financial
Florida
$569K -$355K -5,106 -39%
LFM
1171
LGT Fund Management
Liechtenstein
$567K +$542K +7,804 New
RL
1172
Rogco LP
Oklahoma
$563K +$539K +7,751 New
SFG
1173
Synergy Financial Group
California
$563K +$1.74K +25 +0.3%
LAM
1174
L2 Asset Management
Massachusetts
$561K +$66.4K +956 +14%
FIM
1175
Fernwood Investment Management
Massachusetts
$557K +$128K +1,840 +32%
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