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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2326
Secure Asset Management
Michigan
$328K -$6.23K -111 -2%
FA
2327
Fermata Advisors
California
$328K -$4.94K -88 -1%
JWM
2328
JFG Wealth Management
Colorado
$328K – – –
TI
2329
Truehand Inc
New Hampshire
$328K – – –
LNWTC
2330
Laird Norton Wetherby Trust Company
Washington
$328K +$49.7K +886 +17%
CAM
2331
Cacti Asset Management
Georgia
$327K – – –
PWM
2332
Prentice Wealth Management
New York
$327K +$505 +9 +0.1%
KFI
2333
Key Financial Inc
Pennsylvania
$327K +$2.69K +48 +0.8%
GWM
2334
Gitterman Wealth Management
New Jersey
$326K +$336K +5,994 New
SFG
2335
Sather Financial Group
Texas
$326K +$336K +5,996 New
LIA
2336
LBMC Investment Advisors
Tennessee
$325K – – –
JC
2337
JB Capital
Connecticut
$324K +$334K +5,959 New
HCM
2338
Hollencrest Capital Management
California
$323K -$27.2K -485 -8%
FA
2339
Fortis Advisors
Pennsylvania
$323K – – –
SAM
2340
Summit Asset Management
Tennessee
$323K +$2.52K +45 +0.8%
CFO
2341
Collective Family Office
Pennsylvania
$322K -$23.2K -413 -7%
IF
2342
IRON Financial
Illinois
$322K +$332K +5,924 New
SEP
2343
Southland Equity Partners
Missouri
$321K +$3.25K +58 +1%
SICM
2344
Sustainable Insight Capital Management
New York
$321K -$5.61K -100 -2%
GWM
2345
Greenhouse Wealth Management
Connecticut
$321K +$1.91K +34 +0.6%
SEEDPG
2346
S.E.E.D. Planning Group
New York
$321K +$32.4K +578 +11%
RZH
2347
Relyea Zuckerberg Hanson
Connecticut
$321K +$50.4K +899 +18%
LP
2348
LGL Partners
Pennsylvania
$320K -$50K -892 -13%
FA
2349
Fountainhead AM
New Jersey
$320K -$2.92K -52 -0.9%
CWP
2350
Concord Wealth Partners
Virginia
$319K -$440K -7,847 -57%
92 93
94
95 96