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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMNY
1901
Landmark Wealth Management (New York)
New York
$1.89M +$52.8K +505 +3%
ZCI
1902
Zevenbergen Capital Investments
Washington
$1.89M -$34K -325 -2%
FPW
1903
Flywheel Private Wealth
California
$1.89M -$6.28K -60 -0.4%
NI
1904
Natural Investments
California
$1.89M +$53.3K +510 +3%
SFA
1905
Souders Financial Advisors
Ohio
$1.89M +$173K +1,654 +11%
PCM
1906
Princeton Capital Management
New Jersey
$1.88M +$152K +1,450 +10%
CF
1907
Centaurus Financial
California
$1.88M -$39K -373 -2%
AB
1908
ANB Bank
Colorado
$1.88M -$144K -1,375 -8%
ILI
1909
Invesco LLC (Illinois)
Illinois
$1.88M – – –
JWM
1910
JGP Wealth Management
Oregon
$1.88M -$837 -8 -0.1%
SI
1911
Saxon Interests
Texas
$1.88M -$82.9K -793 -5%
SRC
1912
Shufro Rose & Co
New York
$1.87M -$1.57K -15 -0.1%
CCM
1913
Chilton Capital Management
Texas
$1.87M -$36.9K -353 -2%
PE
1914
PCM Encore
Colorado
$1.87M +$567K +5,423 +52%
HP
1915
Hilltop Partners
Indiana
$1.87M -$490K -4,683 -23%
TFA
1916
Transamerica Financial Advisors
Florida
$1.87M -$304K -2,906 -15%
PSP
1917
Pacific Sage Partners
Washington
$1.87M -$31.9K -305 -2%
RL
1918
Retireful LLC
Michigan
$1.86M +$1.66M +15,868 New
FWA
1919
FSM Wealth Advisors
Ohio
$1.86M +$112K +1,067 +7%
ZIG
1920
Zullo Investment Group
Pennsylvania
$1.86M -$106K -1,018 -6%
AWA
1921
Ark Wealth Advisors
California
$1.86M +$9.2K +88 +0.6%
PMA
1922
Prudent Man Advisors
Illinois
$1.86M +$154K +1,475 +10%
UAG
1923
United Advisor Group
Ohio
$1.86M -$27.6K -264 -2%
BIM
1924
Baldwin Investment Management
Pennsylvania
$1.85M +$270K +2,586 +20%
TWM
1925
Thrive Wealth Management
Pennsylvania
$1.85M -$89.5K -856 -5%
75 76
77
78 79