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Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
451
Campbell & Co Investment Adviser
Maryland
$936K -$3.03M -23,940 -76%
NW
452
NewEdge Wealth
Pennsylvania
$934K -$28.1K -222 -3%
IA
453
IFC Advisors
California
$933K +$965K +7,619 New
MFAM
454
Motley Fool Asset Management
Virginia
$930K -$2.13M -16,831 -69%
TCA
455
Transcend Capital Advisors
New Jersey
$925K +$150K +1,182 +19%
OBAM
456
ODDO BHF Asset Management
France
$922K +$64.9K +512 +7%
EWA
457
EP Wealth Advisors
California
$916K +$336K +2,655 +55%
VF
458
Virtu Financial
New York
$909K +$941K +7,426 New
AUB
459
Atlantic Union Bankshares
Virginia
$902K +$170K +1,343 +22%
AAM
460
Advisors Asset Management
Colorado
$886K +$81.3K +642 +10%
CGH
461
Crossmark Global Holdings
Texas
$884K -$411K -3,247 -31%
TW
462
ticino wealth
California
$880K +$551K +4,353 +153%
BBHC
463
Brown Brothers Harriman & Co
New York
$876K +$395K +3,120 +77%
EOJOAM
464
E. Ohman J:or Asset Management
Sweden
$873K – – –
CPIG
465
Chicago Partners Investment Group
Illinois
$851K +$320K +2,524 +61%
EWS
466
Evergreen Wealth Solutions
Pennsylvania
$841K +$516K +4,073 New
FFA
467
Farther Finance Advisors
California
$834K +$163K +1,290 +23%
GXJ
468
Global X Japan
Japan
$833K +$117K +921 +16%
DILIC
469
Dai-ichi Life Insurance Company
Japan
$832K – – –
IFWM
470
Institute for Wealth Management
Colorado
$831K – – –
HNB
471
Huntington National Bank
Ohio
$823K +$521K +4,113 +158%
CAM
472
Cresset Asset Management
Illinois
$811K +$393K +3,100 +88%
HCM
473
Howard Capital Management
Georgia
$805K +$518K +4,087 +164%
F8IS
474
Figure 8 Investment Strategies
Idaho
$804K +$380K +3,003 +84%
NMIMC
475
Northwestern Mutual Investment Management Company
Wisconsin
$800K -$36K -284 -4%
17 18
19
20 21