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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1226
Executive Wealth Management
Michigan
$247K +$210K +4,009 New
RA
1227
Rockingstone Advisors
Massachusetts
$246K +$209K +3,999 New
AIS
1228
AM Investment Strategies
Tennessee
$246K +$209K +4,000 New
W
1229
WealthCollab
Washington
$246K +$209K +3,990 New
NW
1230
Naviter Wealth
Arkansas
$244K +$208K +3,967 New
AWM
1231
Angeles Wealth Management
California
$244K +$207K +3,966 New
AWA
1232
Amplius Wealth Advisors
Pennsylvania
$244K +$207K +3,962 New
RFN
1233
RDA Financial Network
Iowa
$241K +$204K +3,907 New
LC
1234
Lindbrook Capital
California
$240K +$74.2K +1,418 +57%
LWM
1235
LJI Wealth Management
Indiana
$240K +$204K +3,898 New
RWA
1236
Redhawk Wealth Advisors
Minnesota
$240K +$204K +3,897 New
CFS
1237
CRA Financial Services
New Jersey
$237K +$201K +3,851 New
PGFC
1238
Peapack-Gladstone Financial Corp
New Jersey
$237K +$202K +3,862 New
LI
1239
LMCG Investments
Massachusetts
$236K +$201K +3,840 New
SWA
1240
Stratos Wealth Advisors
Ohio
$236K +$200K +3,826 New
EMFAT
1241
Emerald Mutual Fund Advisers Trust
Pennsylvania
$235K -$14.2K -272 -7%
MFS
1242
Mirabella Financial Services
United Kingdom
$235K +$200K +3,820 New
PP
1243
Paloma Partners
Connecticut
$235K +$200K +3,820 New
GW
1244
GW & Wade
Massachusetts
$234K +$199K +3,802 New
AI
1245
Atom Investors
Texas
$233K +$198K +3,783 New
FCM
1246
Fourpath Capital Management
Oklahoma
$231K +$196K +3,752 New
MAM
1247
Meeder Asset Management
Ohio
$230K +$195K +3,734 New
AFG
1248
Albion Financial Group
Utah
$230K -$8.89K -170 -4%
AWM
1249
Accurate Wealth Management
Florida
$230K +$189K +3,618 New
VCM
1250
Viewpoint Capital Management
Washington
$230K +$195K +3,729 New
48 49
50
51 52