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Name Holding Trade Value Shares
Change 		Change in
Stake
LSWM
3776
Lorne Steinberg Wealth Management
Canada
$3.65M -$9.83K -44 -0.3%
HIS
3777
Harvest Investment Services
Illinois
$3.65M +$727K +3,255 +26%
RPCA
3778
Running Point Capital Advisors
California
$3.65M +$351K +1,570 +11%
RRWA
3779
Rainey & Randall Wealth Advisors
Florida
$3.64M -$36.2K -162 -1%
BG
3780
Bollard Group
Massachusetts
$3.62M +$4.02K +18 +0.1%
RIP
3781
RAM Investment Partners
Washington
$3.61M +$68.6K +307 +2%
RSWA
3782
Robinson Smith Wealth Advisors
Maine
$3.6M -$1.03M -4,607 -23%
EHWM
3783
Eads & Heald Wealth Management
Georgia
$3.59M -$239K -1,072 -7%
PAM
3784
Pinpoint Asset Management
Hong Kong
$3.59M -$1.5M -6,734 -30%
AW
3785
Avion Wealth
Texas
$3.59M +$289K +1,294 +9%
CFO
3786
Collective Family Office
Pennsylvania
$3.59M -$222K -995 -6%
KPWG
3787
KFA Private Wealth Group
Virginia
$3.58M +$117K +522 +4%
PH
3788
Pinnacle Holdings
Oklahoma
$3.58M -$73.7K -330 -2%
BF
3789
Brogan Financial
Tennessee
$3.57M -$139K -622 -4%
GSAM
3790
Grant Street Asset Management
Pennsylvania
$3.57M -$10K -45 -0.3%
VBFP
3791
Valtinson Bruner Financial Planning
Minnesota
$3.57M -$3.01M -13,474 -47%
OWP
3792
ORG Wealth Partners
Texas
$3.57M +$3.42M +15,303 New
EHAM
3793
Eagle Harbor Asset Management
Washington
$3.57M -$70.3K -315 -2%
EW
3794
Enzi Wealth
Texas
$3.56M +$1.76M +7,873 +105%
AL
3795
ADE LLC
Maryland
$3.55M -$57.6K -258 -2%
RWRC
3796
R.W. Roge & Company
New York
$3.55M -$797K -3,569 -19%
LWM
3797
Lionsbridge Wealth Management
Florida
$3.55M -$51.4K -230 -1%
NQWM
3798
Northwest Quadrant Wealth Management
Oregon
$3.55M -$21.2K -95 -0.6%
FAM
3799
Flaharty Asset Management
Florida
$3.55M -$29.7K -133 -0.9%
MAM
3800
McCarthy Asset Management
California
$3.55M -$3.53M -15,816 -51%
150 151
152
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