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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2301
Laraway Financial Advisors
Minnesota
$471K +$17K +300 +4%
FWP
2302
Firethorn Wealth Partners
Georgia
$470K +$3.34K +59 +0.7%
OWP
2303
Obermeyer Wealth Partners
Colorado
$470K +$73.6K +1,300 +18%
GCM
2304
Gibraltar Capital Management
Oklahoma
$469K -$152K -2,687 -24%
PMFA
2305
Plante Moran Financial Advisors
Michigan
$468K -$77.9K -1,377 -14%
WLIM
2306
White Lighthouse Investment Management
Massachusetts
$468K – – –
CWM
2307
Centric Wealth Management
Illinois
$466K -$7.13K -126 -1%
MHR
2308
Matthew Hamilton Rosenberg
$466K +$98.5K +1,741 +26%
SVCP
2309
Silicon Valley Capital Partners
California
$465K +$248K +4,377 +110%
LJHT
2310
Laurie J. Hall Trustee
$464K -$63.5K -1,123 -12%
PPW
2311
Pasadena Private Wealth
California
$464K -$9.9K -175 -2%
SL
2312
Salomon & Ludwin
Virginia
$463K +$283 +5 +0.1%
CBFP
2313
Cedar Brook Financial Partners
Ohio
$463K +$116K +2,058 +33%
LAM
2314
Lingohr Asset Management
Germany
$463K +$470K +8,305 New
IGWM
2315
ICA Group Wealth Management
Colorado
$462K +$576K +10,181 New
FPCM
2316
Financial Partners Capital Management
New York
$460K -$782K -13,816 -63%
AWM
2317
Aevitas Wealth Management
Massachusetts
$460K +$679 +12 +0.1%
AWA
2318
Acorn Wealth Advisors
Michigan
$459K +$15.1K +266 +3%
LWM
2319
Liberty Wealth Management
California
$459K +$23K +407 +5%
PWAG
2320
Polaris Wealth Advisory Group
California
$458K -$38.2M -674,763 -99%
BP
2321
Broadleaf Partners
Ohio
$457K – – –
SDWIA
2322
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$457K – – –
NJBEST
2323
New Jersey Better Educational Savings Trust
New Jersey
$455K – – –
WGAM
2324
Wilkinson Global Asset Management
New York
$455K – – –
SAS
2325
Sanford Advisory Services
Michigan
$452K – – –
91 92
93
94 95