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Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
726
Delta Investment Management
California
$429K -$35.4K -427 -9%
TDC
727
Thompson Davis & Co
Virginia
$428K -$20.7K -250 -5%
EWA
728
EP Wealth Advisors
California
$426K +$107K +1,294 +43%
NRD
729
Nebula Research & Development
New York
$422K -$699K -8,431 -67%
AAP
730
Arax Advisory Partners
Colorado
$419K +$7.46K +90 +2%
A
731
Allianz
Germany
$418K +$348K +4,200 New
ALAM
732
Asahi Life Asset Management
Japan
$417K +$19.1K +230 +6%
PL
733
Plancorp LLC
Missouri
$410K +$341K +4,117 New
CG
734
Caprock Group
Idaho
$409K +$341K +4,109 New
AA
735
ALPS Advisors
Colorado
$407K -$88.2K -1,064 -21%
FTDI
736
First Trust Direct Indexing
Massachusetts
$406K +$109K +1,310 +47%
LC
737
Lindbrook Capital
California
$406K +$270K +3,262 +401%
ORI
738
Oak Ridge Investments
Illinois
$405K -$7.79K -94 -2%
CF
739
Centaurus Financial
California
$405K +$338K +4,075 New
CG
740
Cynosure Group
Utah
$404K -$9.95K -120 -3%
LWM
741
Liberty Wealth Management
California
$403K +$24.5K +295 +8%
NFSG
742
Newbridge Financial Services Group
Florida
$402K +$335K +4,042 New
GF
743
Gries Financial
Ohio
$399K -$20.9K -252 -6%
SM
744
Southport Management
Wyoming
$398K +$332K +4,000 New
HWM
745
HB Wealth Management
Georgia
$395K +$114K +1,381 +53%
CPIG
746
Chicago Partners Investment Group
Illinois
$394K +$301K +3,637 New
SFS
747
Sharp Financial Services
Pennsylvania
$393K +$328K +3,955 New
BAM
748
Belpointe Asset Management
Nevada
$390K +$325K +3,917 New
FCA
749
Fortis Capital Advisors
Kansas
$390K +$325K +3,917 New
DWM
750
Darwin Wealth Management
Florida
$388K – – –
28 29
30
31 32