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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1751
Gitterman Wealth Management
New Jersey
$268K -$3.28K -15 -1%
SDH
1752
Sloy Dahl & Holst
Washington
$267K – – –
CMS
1753
Capital Market Strategies
Florida
$267K -$19.7K -90 -6%
SM
1754
Sciencast Management
New Jersey
$266K -$681K -3,113 -69%
BAM
1755
Bellevue Asset Management
Washington
$265K -$875 -4 -0.3%
LCM
1756
LVM Capital Management
Michigan
$265K -$16K -73 -5%
CBFP
1757
Cedar Brook Financial Partners
Ohio
$265K +$8.75K +40 +3%
TIA
1758
Tiemann Investment Advisors
California
$265K -$2.63K -12 -0.9%
AMR
1759
Asset Management Resources
Massachusetts
$264K -$6.78K -31 -2%
ST
1760
Spinnaker Trust
Maine
$264K – – –
AWA
1761
Acorn Wealth Advisors
Michigan
$264K +$9.63K +44 +3%
UF
1762
Univest Financial
Pennsylvania
$263K -$64.5K -295 -18%
KCM
1763
Kathmere Capital Management
Pennsylvania
$263K +$300K +1,371 New
QI
1764
Qtron Investments
Massachusetts
$262K – – –
YIA
1765
YHB Investment Advisors
Connecticut
$261K – – –
PF
1766
Prosperitas Financial
California
$261K +$298K +1,360 New
VCM
1767
Virtue Capital Management
Tennessee
$260K – – –
PWM
1768
Purus Wealth Management
California
$260K – – –
BLAM
1769
Bourne Lent Asset Management
New York
$259K – – –
RWMG
1770
Redwood Wealth Management Group
New Jersey
$258K – – –
LSC
1771
Lesa Sroufe & Co
Washington
$258K -$3.94K -18 -1%
HCM
1772
Hengehold Capital Management
Ohio
$258K +$27.1K +124 +10%
MTWM
1773
Masso Torrence Wealth Management
New Jersey
$258K -$152K -695 -34%
BG
1774
Bahl & Gaynor
Ohio
$257K -$11.8K -54 -4%
AWM
1775
Accurate Wealth Management
Florida
$257K -$7.88K -36 -3%
69 70
71
72 73