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Name Holding Trade Value Shares
Change 		Change in
Stake
GPWM
2126
Grant Private Wealth Management
California
$417K +$464K +938 New
LA
2127
LVW Advisors
New York
$416K -$69.8K -141 -13%
GTAM
2128
Global Trust Asset Management
Florida
$415K -$50.5K -102 -10%
HAIM
2129
Hunter Associates Investment Management
Pennsylvania
$415K +$22.8K +46 +5%
JCM
2130
Jacobsen Capital Management
Utah
$414K -$13.4K -27 -3%
SIA
2131
Sovereign Investment Advisors
Arizona
$414K +$461K +931 New
CSA
2132
Cottage Street Advisors
Massachusetts
$413K -$134K -271 -23%
PPP
2133
Private Portfolio Partners
New Jersey
$413K +$17.3K +35 +4%
TC
2134
TFR Capital
Texas
$413K +$460K +929 New
MMM
2135
Mendel Money Management
Illinois
$413K +$33.2K +67 +8%
USB
2136
Union Savings Bank
Connecticut
$413K -$14.9K -30 -3%
GWP
2137
Gen-Wealth Partners
Michigan
$412K -$16.8K -34 -4%
OAM
2138
Oak Asset Management
California
$412K +$59.9K +121 +15%
PPW
2139
Parcion Private Wealth
Washington
$410K +$7.43K +15 +2%
MFG
2140
Magnus Financial Group
New York
$410K -$3.47K -7 -0.8%
HAS
2141
HBW Advisory Services
California
$409K +$14.4K +29 +3%
EFG
2142
Ethos Financial Group
Pennsylvania
$409K -$106K -214 -19%
AF
2143
Atala Financial
California
$408K +$455K +918 New
WA
2144
Wealth Architects
California
$408K -$41.1K -83 -8%
ICP
2145
Impact Capital Partners
Colorado
$406K +$453K +914 New
CCAM
2146
Cascades Capital Asset Management
North Carolina
$406K -$74.3K -150 -14%
JIC
2147
Joel Isaacson & Co
New York
$406K +$8.91K +18 +2%
SXL
2148
Summit X LLC
Missouri
$404K +$96.1K +194 +27%
MWA
2149
Muirfield Wealth Advisors
North Carolina
$404K -$127K -257 -22%
SHFA
2150
SC&H Financial Advisors
Maryland
$404K – – –
84 85
86
87 88