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Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
1626
Warren Street Wealth Advisors
California
$227K +$216K +2,471 New
RIP
1627
RAM Investment Partners
Washington
$226K -$69.4K -793 -24%
GAM
1628
Groupama Asset Management
France
$226K – – –
SEEDPG
1629
S.E.E.D. Planning Group
New York
$225K -$65K -743 -23%
GP
1630
GLR Partners
Maryland
$225K +$214K +2,450 New
EWP
1631
Elevation Wealth Partners
California
$224K +$40K +457 +23%
SSA
1632
Sierra Summit Advisors
Nevada
$224K – – –
CFS
1633
Commonwealth Financial Services
West Virginia
$224K +$214K +2,443 New
SC
1634
Saiph Capital
New Jersey
$224K +$214K +2,441 New
IWP
1635
Insight Wealth Partners
Texas
$224K – – –
CT
1636
Clearstead Trust
Maine
$223K -$350 -4 -0.2%
WCFA
1637
Walkner Condon Financial Advisors
Wisconsin
$223K +$213K +2,434 New
WTB
1638
Washington Trust Bank
Washington
$223K – – –
WW
1639
Waterfront Wealth
Kansas
$223K – – –
FWI
1640
Facet Wealth Inc
Maryland
$223K +$212K +2,428 New
CIA
1641
Compass Ion Advisors
Pennsylvania
$222K +$212K +2,422 New
RC
1642
Roundview Capital
New Jersey
$222K -$31.8K -363 -13%
TPW
1643
Talon Private Wealth
Florida
$222K -$875K -10,006 -81%
AA
1644
Armis Advisers
Georgia
$221K +$207K +2,370 New
SFG
1645
SevenBridge Financial Group
Pennsylvania
$221K +$207K +2,365 New
SG
1646
Sankala Group
Colorado
$221K +$262 +3 +0.1%
GI
1647
GAMCO Investors
Connecticut
$220K -$70K -800 -25%
SIC
1648
Samalin Investment Counsel
New York
$220K -$14.4K -165 -6%
ETS
1649
ESL Trust Services
New York
$220K – – –
FAB
1650
First American Bank
Illinois
$220K – – –
64 65
66
67 68