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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1826
Aprio Wealth Management
Georgia
$229K +$236K +1,943 New
CHAM
1827
Clear Harbor Asset Management
Connecticut
$228K +$235K +1,934 New
LCM
1828
LCM Capital Management
Illinois
$228K +$235K +1,933 New
EWM
1829
Endurance Wealth Management
Rhode Island
$228K – – –
GCP
1830
GSA Capital Partners
United Kingdom
$228K +$235K +1,931 New
AWAP
1831
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$226K +$233K +1,915 New
CA
1832
Cornerstone Advisory
Maryland
$225K +$232K +1,908 New
GB
1833
Goepper Burkhardt
South Carolina
$225K -$36.5K -300 -14%
PGWM
1834
Parisi Gray Wealth Management
New Jersey
$225K +$232K +1,905 New
HFM
1835
Hartford Funds Management
Pennsylvania
$225K +$231K +1,903 New
RA
1836
RiverTree Advisors
Florida
$225K +$231K +1,903 New
NWM
1837
Northwest Wealth Management
Iowa
$224K -$54K -444 -19%
AF
1838
Alerus Financial
North Dakota
$224K +$231K +1,902 New
LFGO
1839
Legacy Financial Group (Oklahoma)
Oklahoma
$224K +$231K +1,901 New
TWM
1840
Triton Wealth Management
Arizona
$224K +$5.11K +42 +2%
PA
1841
PSI Advisors
Florida
$224K -$38.3K -315 -14%
TA
1842
TrueWealth Advisors
Alabama
$223K +$230K +1,894 New
GJIA
1843
Glass Jacobson Investment Advisors
Maryland
$223K +$230K +1,889 New
OWA
1844
One Wealth Advisors
California
$223K -$121K -992 -34%
DAM
1845
Diamant Asset Management
Connecticut
$222K +$229K +1,885 New
SWM
1846
Selective Wealth Management
Virginia
$222K -$24.3K -200 -10%
EWM
1847
Endowment Wealth Management
Wisconsin
$222K -$65.3K -537 -22%
WAS
1848
Wealth Advisory Solutions
Indiana
$222K -$117K -960 -34%
RDWM
1849
Red Door Wealth Management
Tennessee
$222K +$229K +1,880 New
AI
1850
Accredited Investors
Minnesota
$222K -$10.3K -85 -4%
72 73
74
75 76