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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
3151
Goldstein Advisors
Wisconsin
$6.63M -$297K -1,280 -4%
PTC
3152
Provident Trust Company
Wisconsin
$6.62M +$20.2K +87 +0.3%
QP
3153
Quartz Partners
New York
$6.61M +$727K +3,136 +12%
GFG
3154
Goldstone Financial Group
Illinois
$6.61M +$1.38M +5,977 +25%
CIG
3155
Cascade Investment Group
Colorado
$6.61M -$177K -766 -3%
PAWA
3156
Palo Alto Wealth Advisors
California
$6.61M -$790K -3,409 -10%
SW
3157
StrongBox Wealth
Missouri
$6.61M -$442K -1,907 -6%
SIP
3158
Stoneridge Investment Partners
Pennsylvania
$6.61M -$9.54M -41,193 -58%
LAS
3159
LWM Advisory Services
Florida
$6.6M -$627K -2,708 -8%
BC
3160
Bowman & Company
Wisconsin
$6.59M +$197K +852 +3%
CWA
3161
Centennial Wealth Advisory
Michigan
$6.59M +$263K +1,136 +4%
HWM
3162
Hohimer Wealth Management
Washington
$6.59M -$3.73M -16,097 -35%
MPPW
3163
Mitchell & Pahl Private Wealth
Oklahoma
$6.59M -$89.4K -386 -1%
EWP
3164
Elevation Wealth Partners
California
$6.59M -$345K -1,490 -5%
HA
3165
Helium Advisors
Washington
$6.58M -$704K -3,040 -9%
MAG
3166
Mayfair Advisory Group
Alabama
$6.58M -$167K -720 -2%
CAM
3167
Chesapeake Asset Management
New York
$6.57M -$252K -1,089 -4%
WLIM
3168
White Lighthouse Investment Management
Massachusetts
$6.56M -$410K -1,770 -6%
SWM
3169
Shepherd Wealth Management
Ohio
$6.56M +$4.25M +18,331 +163%
NCM
3170
NCM Capital Management
New Jersey
$6.56M -$1.71M -7,391 -20%
AAM
3171
Auxier Asset Management
Oregon
$6.56M +$595K +2,570 +10%
TA
3172
TFB Advisors
Kansas
$6.56M +$29.7K +128 +0.4%
NAMNJ
3173
NorthStar Asset Management (New Jersey)
New Jersey
$6.55M +$216K +933 +3%
S
3174
Sachetta
Massachusetts
$6.55M -$481K -2,077 -7%
FFP
3175
Forbes Financial Planning
Rhode Island
$6.55M +$1.06M +4,570 +22%
125 126
127
128 129