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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1451
Lafayette Investments
Maryland
$557K -$32K -450 -6%
CWM
1452
Connecticut Wealth Management
Connecticut
$556K -$128K -1,798 -20%
BWG
1453
Beta Wealth Group
California
$553K +$285 +4 +0.1%
TWP
1454
Tempus Wealth Planning
California
$553K -$33.7K -474 -6%
MW
1455
Marcum Wealth
Ohio
$553K +$11.7K +164 +2%
JFGIW
1456
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$552K +$245K +3,437 +97%
ET
1457
Entropy Technologies
New York
$551K +$496K +6,975 New
HIM
1458
Hillsdale Investment Management
Ontario, Canada
$550K +$2.13K +30 +0.4%
MW
1459
Maia Wealth
Colorado
$550K +$496K +6,969 New
ITIM
1460
Indiana Trust & Investment Management
Indiana
$550K -$60.1K -845 -11%
LFS
1461
Leibman Financial Services
Nebraska
$549K +$495K +6,955 New
EL
1462
Essex LLC
Illinois
$549K +$17.4K +245 +4%
OHWA
1463
Oak Hill Wealth Advisors
Virginia
$549K -$32.1K -451 -6%
BSA
1464
Bull Street Advisors
Georgia
$547K -$4.27K -60 -0.9%
AW
1465
Atlas Wealth
Ohio
$546K – – –
EWA
1466
Etesian Wealth Advisors
Oregon
$546K -$24.9K -350 -5%
CCA
1467
Cora Capital Advisors
New Jersey
$545K -$32K -449 -6%
CFS
1468
CRA Financial Services
New Jersey
$544K -$8.61K -121 -2%
LJAC
1469
L.J. Altfest & Co
New York
$543K +$490K +6,882 New
IGAM
1470
iA Global Asset Management
Quebec, Canada
$542K -$11.7M -163,887 -96%
GA
1471
GFS Advisors
Texas
$542K +$114K +1,600 +30%
SLG
1472
Stanley-Laman Group
Pennsylvania
$540K – – –
CWM
1473
Congress Wealth Management
Massachusetts
$539K +$271K +3,806 +126%
EM
1474
ELCO Management
New York
$537K -$93.2K -1,310 -16%
CRWM
1475
Castle Rock Wealth Management
California
$537K -$48.6K -683 -9%
57 58
59
60 61