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Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
876
Ashton Thomas Private Wealth
Arizona
$348K +$337K +2,177 New
WH
877
Willner & Heller
California
$345K +$1.55K +10 +0.5%
BAM
878
Blueshift Asset Management
New Jersey
$344K -$35.8K -231 -10%
ACM
879
Alta Capital Management
Utah
$343K +$1.7K +11 +0.5%
NWM
880
Northcape Wealth Management
New York
$343K – – –
UAML
881
US Asset Management LLC
Pennsylvania
$343K – – –
LWCFA
882
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$342K – – –
CFO
883
Cambient Family Office
Michigan
$341K -$7.9K -51 -2%
IA
884
Integrity Alliance
Iowa
$340K -$6.97K -45 -2%
WCM
885
WealthBridge Capital Management
Ohio
$339K – – –
BMC
886
Benin Management Corp
Connecticut
$338K – – –
TWP
887
Triad Wealth Partners
Kansas
$336K -$338K -2,180 -49%
FMN
888
Financial Management Network
California
$332K -$310 -2 -0.1%
FFA
889
Fragasso Financial Advisors
Pennsylvania
$331K +$86.4K +558 +37%
WA
890
Waddell & Associates
Tennessee
$330K -$2.01K -13 -0.6%
AIM
891
Advyzon Investment Management
Illinois
$329K +$110K +709 +53%
FFA
892
First Foundation Advisors
California
$329K -$12.7K -82 -4%
LBC
893
Lowe Brockenbrough & Co
Virginia
$328K -$6.97K -45 -2%
TL
894
Tradewinds LLC
North Carolina
$328K +$1.18M +7,632 New
DWAM
895
Duncan Williams Asset Management
Tennessee
$328K – – –
AAS
896
Ameritas Advisory Services
Nebraska
$327K +$317K +2,048 New
CPA
897
Cardiff Park Advisors
California
$327K – – –
PWP
898
Principle Wealth Partners
Connecticut
$325K +$11K +71 +4%
OWM
899
OneAscent Wealth Management
Alabama
$324K +$310 +2 +0.1%
MIM
900
Marco Investment Management
Georgia
$323K – – –
34 35
36
37 38