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Name Holding Trade Value Shares
Change 		Change in
Stake
ZWA
4276
Zinnia Wealth Advisory
Florida
$3.62M +$3.58M +13,325 New
TC
4277
TwinBeech Capital
New York
$3.62M +$3.57M +13,306 New
FAM
4278
Fenimore Asset Management
New York
$3.61M -$49.7K -185 -1%
CTWM
4279
Cherry Tree Wealth Management
Minnesota
$3.61M +$66.3K +247 +2%
HIC
4280
Harvey Investment Company
Kentucky
$3.61M -$13.4K -50 -0.4%
HFRG
4281
Houlihan Financial Resource Group
Virginia
$3.61M +$429K +1,597 +13%
MIM
4282
Macroview Investment Management
Maryland
$3.61M +$200K +746 +6%
LWM
4283
Laidlaw Wealth Management
New York
$3.6M -$39.7K -148 -1%
C1AG
4284
Client 1st Advisory Group
Florida
$3.6M +$74.1K +276 +2%
UIA
4285
Ulland Investment Advisors
Minnesota
$3.6M -$378K -1,409 -10%
TCM
4286
Tributary Capital Management
Nebraska
$3.6M -$270K -1,005 -7%
HGA
4287
Hobbs Group Advisors
South Carolina
$3.59M -$210K -781 -6%
ES
4288
Element Squared
Minnesota
$3.59M +$920K +3,428 +35%
PWA
4289
Peterson Wealth Advisors
Utah
$3.59M +$92.9K +346 +3%
FWM
4290
Forza Wealth Management
Florida
$3.59M -$25.2K -94 -0.7%
B
4291
Birchbrook
Maine
$3.59M +$420K +1,566 +13%
RF
4292
Roxbury Financial
New Jersey
$3.59M -$156K -582 -4%
W
4293
WealthCollab
Washington
$3.58M -$36K -134 -1%
MWM
4294
MorganRosel Wealth Management
Colorado
$3.58M -$22.6K -84 -0.6%
CPA
4295
Clear Point Advisors
New York
$3.57M -$26.8K -100 -0.8%
KRW
4296
Kaufman Rossin Wealth
Florida
$3.57M -$41.9K -156 -1%
WAM
4297
Weinberger Asset Management
California
$3.57M +$156K +582 +5%
HHGA
4298
Halbert Hargrove Global Advisors
California
$3.57M -$1.17M -4,359 -25%
SFC
4299
Strategic Financial Concepts
Texas
$3.57M -$4.94M -18,417 -58%
VCM
4300
Viewpoint Capital Management
Washington
$3.56M -$224K -833 -6%
170 171
172
173 174