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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1326
EMC Capital Management
Texas
$339K +$104K +1,500 +45%
KCFA
1327
Key Client Fiduciary Advisors
New Jersey
$335K +$320K +4,609 New
W
1328
WealthCollab
Washington
$334K +$34.8K +500 +12%
YC
1329
Yarbrough Capital
Tennessee
$333K +$319K +4,584 New
CA
1330
Cornerstone Advisory
Maryland
$333K -$8.34K -120 -3%
SCP
1331
Sivia Capital Partners
California
$333K -$21.2K -305 -6%
FCP
1332
Fidelis Capital Partners
Florida
$332K +$59.3K +853 +20%
MWM
1333
Modera Wealth Management
New Jersey
$331K +$348 +5 +0.1%
RCAG
1334
Rehmann Capital Advisory Group
Michigan
$331K -$2.71K -39 -0.8%
AWM
1335
Avaii Wealth Management
Wisconsin
$330K +$67.1K +966 +27%
KCIC
1336
Kuhn & Co Investment Counsel
Illinois
$329K +$348 +5 +0.1%
EF
1337
Empirical Finance
Pennsylvania
$329K -$135K -1,946 -30%
FFWM
1338
Future Financial Wealth Management
Ohio
$327K +$174K +2,500 +125%
ACM
1339
Alpha Capital Management
Texas
$326K -$3.22M -46,392 -91%
CS
1340
Candriam SCA
Luxembourg
$323K – – –
FT
1341
Fiduciary Trust
Massachusetts
$321K +$7.92K +114 +3%
LI
1342
LRI Investments
Florida
$320K +$228K +3,283 +292%
MW
1343
Marcum Wealth
Ohio
$318K -$904 -13 -0.3%
CGA
1344
Crescent Grove Advisors
Illinois
$317K +$303K +4,357 New
PFBT
1345
Parkside Financial Bank & Trust
Missouri
$316K +$47K +676 +18%
JIP
1346
Jaffetilchin Investment Partners
Florida
$315K -$4.87K -70 -2%
AFG
1347
Albion Financial Group
Utah
$313K +$26.8K +385 +10%
WC
1348
Waterloo Capital
Texas
$309K +$296K +4,257 New
CAAS
1349
Capital Asset Advisory Services
Michigan
$308K -$15.4K -222 -5%
OC
1350
Oarsman Capital
Wisconsin
$307K -$5.28K -76 -2%
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