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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2126
Beaumont Financial Advisors
Massachusetts
$667K +$13.6K +221 +2%
GEA
2127
Glen Eagle Advisors
New Jersey
$666K -$31.4K -510 -5%
SFC
2128
SYM Financial Corp
Indiana
$666K +$102K +1,654 +18%
SWM
2129
Seed Wealth Management
Illinois
$666K – – –
SIM
2130
Sentry Investment Management
Wisconsin
$665K -$225K -3,651 -23%
OL
2131
OneFund LLC
Florida
$665K -$7.14K -116 -1%
JEST
2132
JTC Employer Solutions Trustee
Jersey
$664K – – –
HIA
2133
HFM Investment Advisors
New Jersey
$664K +$662K +10,752 New
OWP
2134
Obermeyer Wealth Partners
Colorado
$663K +$19.6K +318 +3%
SPW
2135
Sonoma Private Wealth
California
$662K -$28.6K -465 -4%
MCM
2136
Maple Capital Management
Vermont
$662K -$77.2K -1,254 -10%
LGA
2137
Lebenthal Global Advisors
New York
$662K -$30K -487 -4%
CFFP
2138
Center for Financial Planning
Michigan
$661K -$35.1K -570 -5%
KA
2139
Klingman & Associates
New York
$660K +$167K +2,712 +34%
NCM
2140
Northside Capital Management
Oregon
$660K – – –
AW
2141
Alteri Wealth
California
$660K +$7.39K +120 +1%
STA
2142
Smith Thornton Advisors
Alabama
$660K +$554 +9 +0.1%
NERM
2143
New England Research & Management
Illinois
$658K -$49.3K -800 -7%
GSIAS
2144
Garden State Investment Advisory Services
New Jersey
$657K +$88.3K +1,435 +16%
WFM
2145
Wolff Financial Management
Michigan
$655K – – –
RAM
2146
Ramirez Asset Management
New York
$655K – – –
DSC
2147
Duncker Streett & Co
Missouri
$654K +$246 +4 +0%
GWSG
2148
GPS Wealth Strategies Group
Colorado
$654K -$18.8K -305 -3%
SAM
2149
S.A. Mason
Michigan
$653K +$3.69K +60 +0.6%
GWS
2150
Greykasell Wealth Strategies
California
$653K +$123 +2 +0%
84 85
86
87 88