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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
2751
Lynch Asset Management
Pennsylvania
$10.1M – – –
AHL
2752
Abel Hall LLC
Louisiana
$10.1M +$1.44M +5,521 +16%
GFG
2753
Greystone Financial Group
Michigan
$10.1M -$11M -42,178 -52%
LCM
2754
Lattice Capital Management
Washington
$10.1M -$1.98M -7,600 -16%
CTC
2755
Cetera Trust Company
Minnesota
$10.1M -$351K -1,350 -3%
BWP
2756
Bernardo Wealth Planning
Pennsylvania
$10.1M -$33.6K -129 -0.3%
SIAG
2757
Safeguard Investment Advisory Group
California
$10.1M -$309K -1,189 -3%
GFS
2758
Geremia Financial Services
New Jersey
$10M +$88.7K +341 +0.9%
NWM
2759
Northcape Wealth Management
New York
$10M -$290K -1,114 -3%
MC
2760
Martin & Co
Tennessee
$10M +$124K +478 +1%
MFS
2761
Madrona Financial Services
Washington
$10M +$210K +805 +2%
WAOTB
2762
Wealth Advisors of Tampa Bay
Florida
$10M -$151K -580 -1%
WCM
2763
Weaver Capital Management
Georgia
$10M +$345K +1,326 +3%
CF
2764
Convergence Financial
Missouri
$10M -$262K -1,005 -2%
AA
2765
Argent Advisors
Louisiana
$9.99M -$217K -835 -2%
AIC
2766
Ayalon Insurance Company
Israel
$9.99M – – –
PWA
2767
Provenance Wealth Advisors
Florida
$9.99M +$396K +1,520 +4%
MWM
2768
Marion Wealth Management
Pennsylvania
$9.98M +$466K +1,789 +5%
CWMGO
2769
Capstone Wealth Management Group (Oregon)
Oregon
$9.97M -$1.47M -5,631 -13%
CH
2770
Cromwell Holdings
Wyoming
$9.96M – – –
AFC
2771
AFT Forsyth & Company
Florida
$9.95M -$86.7K -333 -0.8%
HRC
2772
Hoertkorn Richard Charles
$9.95M -$13.3M -51,076 -57%
CWM
2773
C2C Wealth Management
Arizona
$9.94M – – –
GCM
2774
G2 Capital Management
Ohio
$9.93M -$189K -728 -2%
RFA
2775
Register Financial Advisors
Georgia
$9.93M +$125K +480 +1%
109 110
111
112 113