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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
4301
LifePro Asset Management
California
$1.94M +$168K +752 +10%
LFPWM
4302
Leicht Financial Planning & Wealth Management
New Jersey
$1.93M +$45.1K +202 +2%
OPWM
4303
Oakwell Private Wealth Management
Texas
$1.93M -$95.6K -428 -5%
CW
4304
Code Waechter
Florida
$1.93M +$1.85M +8,272 New
EIP
4305
Easterly Investment Partners
Massachusetts
$1.93M – – –
GPA
4306
Guidance Point Advisors
Massachusetts
$1.93M -$13.4K -60 -0.7%
TWM
4307
Trevian Wealth Management
Massachusetts
$1.92M +$223 +1 +0%
TIM
4308
Thornburg Investment Management
New Mexico
$1.92M +$745K +3,335 +68%
CWA
4309
CM Wealth Advisors
Ohio
$1.92M – – –
MGIA
4310
Matthew Goff Investment Advisor
Texas
$1.91M -$490K -2,194 -21%
TWM
4311
Tolleson Wealth Management
Texas
$1.91M -$8.26K -37 -0.5%
MFS
4312
McNamara Financial Services
Massachusetts
$1.91M -$30.4K -136 -2%
CFP
4313
Cypress Financial Planning
New Jersey
$1.9M +$57.2K +256 +3%
GRA
4314
Golden Road Advisors
Florida
$1.9M -$40.4K -181 -2%
VIA
4315
Virtus Investment Advisers
Connecticut
$1.9M -$419K -1,875 -19%
EBSAM
4316
Eubel Brady & Suttman Asset Management
Ohio
$1.9M -$216K -966 -11%
NMM
4317
Naples Money Management
Florida
$1.89M +$2.68K +12 +0.1%
MWM
4318
McNaughton Wealth Management
California
$1.89M -$71.2K -319 -4%
VA
4319
Verdad Advisers
Massachusetts
$1.89M +$1.35M +6,059 +294%
DACG
4320
Donor Advised Charitable Giving
California
$1.89M – – –
IFA
4321
Interactive Financial Advisors
Illinois
$1.89M – – –
BWM
4322
Brown Wealth Management
Illinois
$1.88M +$135K +606 +8%
WWWM
4323
White Wing Wealth Management
Texas
$1.88M -$18.1K -81 -1%
NA
4324
Nordwand Advisors
Pennsylvania
$1.88M -$102K -457 -5%
GWP
4325
Gen-Wealth Partners
Michigan
$1.87M -$204K -912 -10%
171 172
173
174 175