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Name Holding Trade Value Shares
Change 		Change in
Stake
GRR
2776
Golden Reserve Retirement
Ohio
$441K -$6.73K -86 -1%
GC
2777
GatePass Capital
Ohio
$440K +$78.6K +1,004 +21%
CIM
2778
Catalyst Investment Management
New Hampshire
$439K -$4.07K -52 -1%
CPA
2779
Capital Planning Advisors
California
$439K -$107K -1,367 -19%
MW
2780
Maia Wealth
Colorado
$439K -$861 -11 -0.2%
BBPWM
2781
Blue Bell Private Wealth Management
Pennsylvania
$438K -$40.2K -514 -8%
SFGM
2782
Stonebridge Financial Group (Missouri)
Missouri
$438K -$7.12K -91 -2%
FHC
2783
First Heartland Consultants
Missouri
$438K -$550K -7,028 -55%
HA
2784
Hofer & Associates
California
$437K +$5.71K +73 +1%
SIC
2785
Samalin Investment Counsel
New York
$436K +$1.64K +21 +0.4%
MWPCG
2786
Measured Wealth Private Client Group
New Hampshire
$435K +$26.2K +335 +6%
SDWMA
2787
Schneider Downs Wealth Management Advisors
Pennsylvania
$435K -$705 -9 -0.2%
SCM
2788
Sitrin Capital Management
California
$435K – – –
PWM
2789
Proathlete Wealth Management
Florida
$435K +$4.54K +58 +1%
CFS
2790
CGC Financial Services
Oregon
$434K – – –
CMAI
2791
Capital Management Associates Inc
Minnesota
$434K +$8.69K +111 +2%
PWM
2792
Peak Wealth Management
New Hampshire
$433K -$5.09K -65 -1%
PA
2793
Planning Alternatives
Michigan
$433K +$127K +1,623 +41%
SFS
2794
Sharp Financial Services
Pennsylvania
$432K +$71.4K +912 +20%
CCC
2795
Compass Capital Corp
Massachusetts
$432K +$2.58K +33 +0.7%
CWM
2796
C2C Wealth Management
Arizona
$432K – – –
LWM
2797
Lakeridge Wealth Management
Ohio
$432K +$10.4K +133 +2%
BB
2798
Burford Brothers
Texas
$432K +$3.52K +45 +0.8%
MC
2799
Matisse Capital
Oregon
$431K -$705 -9 -0.2%
BW
2800
Balance Wealth
Ohio
$430K +$3.21K +41 +0.7%
110 111
112
113 114