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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2451
Montchanin Asset Management
Delaware
$275K +$309K +6,445 New
JSW
2452
Journey Strategic Wealth
New Jersey
$274K -$365K -7,628 -54%
GCM
2453
Gables Capital Management
Florida
$274K – – –
WLIM
2454
White Lighthouse Investment Management
Massachusetts
$273K -$95.5K -1,996 -24%
RW
2455
REDW Wealth
New Mexico
$273K -$11.1K -232 -3%
WH
2456
Willner & Heller
California
$273K -$4.83K -101 -2%
CFM
2457
Comprehensive Financial Management
California
$273K – – –
WCG
2458
Weaver Consulting Group
California
$272K -$12.7K -265 -4%
AL
2459
ADE LLC
Maryland
$272K – – –
CCFM
2460
Clear Creek Financial Management
Washington
$272K +$305K +6,371 New
WAM
2461
Weinberger Asset Management
California
$272K +$305K +6,372 New
MCA
2462
Millennium Capital Advisors
Arkansas
$271K +$43.3K +905 +17%
SAM
2463
Security Asset Management
New York
$271K -$119K -2,491 -28%
BC
2464
Burleson & Co
California
$270K -$24.5K -511 -7%
SAM
2465
Summit Asset Management
Tennessee
$270K -$13.6K -284 -4%
WCFA
2466
Walkner Condon Financial Advisors
Wisconsin
$270K +$36.2K +756 +14%
MC
2467
Montag & Caldwell
Georgia
$270K +$303K +6,321 New
FWM
2468
Fingerlakes Wealth Management
New York
$269K -$19.1K -399 -6%
CMS
2469
Capital Market Strategies
Florida
$269K -$15.1K -315 -5%
KFI
2470
Key Financial Inc
Pennsylvania
$268K -$40.6K -848 -12%
HFW
2471
Horizon Family Wealth
Illinois
$268K -$25.3K -528 -8%
CIM
2472
Contravisory Investment Management
Massachusetts
$267K +$7.8K +163 +3%
AC
2473
Avestar Capital
New York
$266K +$66K +1,378 +28%
IF
2474
Integrity Financial
Wyoming
$265K -$6.42K -134 -2%
AWMG
2475
Alliance Wealth Management Group
New Jersey
$265K – – –
97 98
99
100 101