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Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
2876
O'Rourke & Company
Massachusetts
$2.56M +$54.4K +388 +2%
UH
2877
Unigestion Holding
Switzerland
$2.56M +$275K +1,959 +13%
CFO
2878
Callan Family Office
Pennsylvania
$2.56M +$141K +1,004 +6%
GAM
2879
Gemmer Asset Management
California
$2.56M -$72.1K -514 -3%
PWM
2880
PBMares Wealth Management
Virginia
$2.56M +$15.4K +110 +0.7%
SFG
2881
SNS Financial Group
Minnesota
$2.55M -$1.54K -11 -0.1%
CIC
2882
Chilton Investment Company
Connecticut
$2.55M +$35.5K +253 +2%
KFS
2883
Kaizen Financial Strategies
California
$2.55M -$50.6K -361 -2%
JWM
2884
Janiczek Wealth Management
Colorado
$2.55M +$304K +2,167 +15%
GWMR
2885
GC Wealth Management RIA
Massachusetts
$2.54M +$2.35M +16,742 New
FRA
2886
Front Row Advisors
California
$2.54M -$84.9K -606 -3%
FFO
2887
Fiduciary Family Office
Florida
$2.54M +$2.34M +16,700 New
BWP
2888
Bernardo Wealth Planning
Pennsylvania
$2.54M +$70.9K +506 +3%
SFP
2889
Sweet Financial Partners
Minnesota
$2.53M +$408K +2,914 +21%
LAS
2890
LWM Advisory Services
Florida
$2.53M +$57.9K +413 +3%
BWA
2891
Bordeaux Wealth Advisors
California
$2.53M -$1.2M -8,562 -34%
MCM
2892
Morton Capital Management
California
$2.53M +$7.99K +57 +0.3%
VCM
2893
Vivaldi Capital Management
Illinois
$2.53M +$474K +3,378 +29%
IIL
2894
Insight Inv LLC
California
$2.52M -$1.4K -10 -0.1%
PWM
2895
Power Wealth Management
Georgia
$2.52M +$2.32M +16,579 New
FC
2896
Fusion Capital
South Carolina
$2.52M -$67.3K -480 -3%
PG
2897
Proffitt & Goodson
Tennessee
$2.51M -$7.99K -57 -0.3%
CGF
2898
Constant Guidance Financial
Massachusetts
$2.5M +$2.31M +16,479 New
FIM
2899
FWL Investment Management
Texas
$2.5M -$83.4K -595 -3%
B
2900
Birchbrook
Maine
$2.5M +$2.31M +16,465 New
114 115
116
117 118