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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2776
Fonville Wealth Management
Virginia
$443K +$1.17K +15 +0.3%
GCM
2777
Gables Capital Management
Florida
$443K +$345K +4,410 +339%
TWM
2778
TriaGen Wealth Management
California
$443K -$23.3K -298 -5%
SP
2779
Symmetry Partners
Connecticut
$442K +$59.7K +763 +15%
OAS
2780
Optivise Advisory Services
Tennessee
$441K -$74.2K -948 -14%
GRR
2781
Golden Reserve Retirement
Ohio
$441K -$6.73K -86 -1%
GC
2782
GatePass Capital
Ohio
$440K +$78.6K +1,004 +21%
CIM
2783
Catalyst Investment Management
New Hampshire
$439K -$4.07K -52 -1%
CPA
2784
Capital Planning Advisors
California
$439K -$107K -1,367 -19%
MW
2785
Maia Wealth
Colorado
$439K -$861 -11 -0.2%
BBPWM
2786
Blue Bell Private Wealth Management
Pennsylvania
$438K -$40.2K -514 -8%
SFGM
2787
Stonebridge Financial Group (Missouri)
Missouri
$438K -$7.12K -91 -2%
FHC
2788
First Heartland Consultants
Missouri
$438K -$550K -7,028 -55%
HA
2789
Hofer & Associates
California
$437K +$5.71K +73 +1%
SIC
2790
Samalin Investment Counsel
New York
$436K +$1.64K +21 +0.4%
MWPCG
2791
Measured Wealth Private Client Group
New Hampshire
$435K +$26.2K +335 +6%
SDWMA
2792
Schneider Downs Wealth Management Advisors
Pennsylvania
$435K -$705 -9 -0.2%
SCM
2793
Sitrin Capital Management
California
$435K – – –
PWM
2794
Proathlete Wealth Management
Florida
$435K +$4.54K +58 +1%
CFS
2795
CGC Financial Services
Oregon
$434K – – –
CMAI
2796
Capital Management Associates Inc
Minnesota
$434K +$8.69K +111 +2%
PWM
2797
Peak Wealth Management
New Hampshire
$433K -$5.09K -65 -1%
PA
2798
Planning Alternatives
Michigan
$433K +$127K +1,623 +41%
SFS
2799
Sharp Financial Services
Pennsylvania
$432K +$71.4K +912 +20%
CCC
2800
Compass Capital Corp
Massachusetts
$432K +$2.58K +33 +0.7%
110 111
112
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