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Name Holding Trade Value Shares
Change 		Change in
Stake
GF
2551
Gries Financial
Ohio
$7.19M +$3.69M +25,024 +135%
WWG
2552
West Wealth Group
California
$7.17M -$349K -2,364 -5%
HC
2553
Hourglass Capital
Texas
$7.17M -$1.58M -10,695 -20%
GBWM
2554
Granite Bay Wealth Management
New Hampshire
$7.17M +$805K +5,453 +14%
PWMG
2555
Provence Wealth Management Group
California
$7.16M +$883K +5,983 +16%
MAWA
2556
Moss Adams Wealth Advisors
Washington
$7.16M +$89.6K +607 +1%
PWS
2557
Private Wealth Strategies
Ohio
$7.16M -$1.69M -11,474 -21%
PWM
2558
Palumbo Wealth Management
New York
$7.15M +$2.37M +16,035 +59%
CASB
2559
Cape Ann Savings Bank
Massachusetts
$7.14M -$180K -1,217 -3%
GWM
2560
GSB Wealth Management
Connecticut
$7.13M -$27.9K -189 -0.4%
LFM
2561
Lumina Fund Management
New York
$7.12M – – –
HWA
2562
HHM Wealth Advisors
Tennessee
$7.11M +$45.9K +311 +0.7%
GAM
2563
Gemmer Asset Management
California
$7.1M +$675K +4,572 +12%
TWM
2564
Thrive Wealth Management
Pennsylvania
$7.09M -$162K -1,095 -2%
RFA
2565
Resurgent Financial Advisors
Georgia
$7.08M -$1.2M -8,164 -16%
BCM
2566
Bourgeon Capital Management
Connecticut
$7.08M -$2.87M -19,423 -31%
VW
2567
Vance Wealth
California
$7.07M +$1.07M +7,255 +20%
BA
2568
Bridge Advisory
California
$7.07M +$144K +978 +2%
WLPWM
2569
Walled Lake Planning & Wealth Management
Illinois
$7.05M +$5.99M +40,574 +1,870%
GB
2570
Goepper Burkhardt
South Carolina
$7.04M +$35.9K +243 +0.6%
OC
2571
Oarsman Capital
Wisconsin
$7.03M -$98.7K -669 -2%
BCMLT
2572
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.03M -$25.7K -174 -0.4%
LFM
2573
LGT Fund Management
Liechtenstein
$7.02M +$1.62M +11,000 +35%
GWM
2574
Gray Wealth Management
Maine
$7M +$135K +912 +2%
WMA
2575
West Michigan Advisors
Michigan
$7M +$1.03M +7,011 +20%
101 102
103
104 105