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Name Holding Trade Value Shares
Change 		Change in
Stake
GCIA
1701
Gabelli & Co Investment Advisers
New York
$422K +$4.28K +20 +1%
KP
1702
Keel Point
Alabama
$420K -$1.93K -9 -0.6%
SSWM
1703
Smith Salley Wealth Management
North Carolina
$420K +$4.92K +23 +1%
HGERS
1704
Householder Group Estate & Retirement Specialist
Arizona
$418K -$4.71K -22 -1%
AC
1705
AXQ Capital
New Jersey
$417K -$2.42M -11,300 -88%
PGIM
1706
Pacific Global Investment Management
California
$417K – – –
AL
1707
Aspiriant LLC
California
$416K +$21.6K +101 +7%
ZF
1708
Zhang Financial
Michigan
$414K +$59.7K +279 +21%
SF
1709
Slagle Financial
Illinois
$414K +$299K +1,398 +79%
YIH
1710
Y-Intercept (HK)
Hong Kong
$414K +$340K +1,589 New
CP
1711
Canopy Partners
Ohio
$414K +$340K +1,588 New
FFG
1712
Fortem Financial Group
California
$414K -$214 -1 -0.1%
MCM
1713
MV Capital Management
Maryland
$412K -$4.06K -19 -1%
CMS
1714
Capital Market Strategies
Florida
$411K +$35.5K +166 +12%
LWM
1715
Lakeridge Wealth Management
Ohio
$411K +$337K +1,576 New
MWP
1716
Meredith Wealth Planning
Illinois
$410K +$336K +1,572 New
GIA
1717
GHP Investment Advisors
Colorado
$409K -$46.4K -217 -12%
JC
1718
JB Capital
Connecticut
$409K – – –
GFG
1719
Goldstone Financial Group
Illinois
$408K +$102K +475 +43%
PMG
1720
ProVise Management Group
Florida
$408K +$24.4K +114 +8%
SWM
1721
Stockman Wealth Management
Montana
$407K -$13.7K -64 -4%
SWIM
1722
Smallwood Wealth Investment Management
New Jersey
$407K +$21.4K +100 +7%
CA
1723
Cambridge Advisors
Nebraska
$407K -$5.35K -25 -2%
CCM
1724
Chiron Capital Management
Florida
$406K -$5.35K -25 -2%
MAG
1725
Members Advisory Group
New York
$406K -$343K -1,602 -51%
67 68
69
70 71