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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1776
Lodestone Wealth Management
Washington
$11.2K – – –
GCM
1777
Gunpowder Capital Management
Maryland
$10.8K – – –
KFA
1778
Kelleher Financial Advisors
New York
$10.8K – – –
BH
1779
Burk Holdings
Oklahoma
$10.8K +$11.6K +150 New
CFM
1780
Cornerstone Financial Management
Massachusetts
$10.3K +$2.31K +30 +27%
LFASL
1781
Lugano Financial Advisors SA (LFA)
Switzerland
$9.97K – – –
MAM
1782
Marquette Asset Management
Minnesota
$9.77K -$77 -1 -0.7%
HFS
1783
Hughes Financial Services
Virginia
$9.05K – – –
AAG
1784
Accordant Advisory Group
Maryland
$8.98K -$13.5K -175 -58%
MWA
1785
Miller Wealth Advisors
Colorado
$8.98K – – –
BHWM
1786
Bay Harbor Wealth Management
Maryland
$8.83K +$2.46K +32 +35%
JGCM
1787
Joseph Group Capital Management
Ohio
$8.76K +$1.62K +21 +21%
EIP
1788
Essential Investment Partners
Colorado
$8.62K – – –
BWM
1789
Bernard Wealth Management
Michigan
$8.4K – – –
ECM
1790
Estabrook Capital Management
New York
$8.33K +$8.94K +116 New
LWMI
1791
Legacy Wealth Management (Idaho)
Idaho
$8.19K +$154 +2 +2%
KFP
1792
Kerr Financial Planning
California
$7.77K +$77 +1 +1%
CF
1793
Collier Financial
Colorado
$7.76K – – –
HIA
1794
HFM Investment Advisors
New Jersey
$7.71K -$5.86K -76 -42%
DWS
1795
Dynamic Wealth Strategies
California
$7.68K – – –
RTC
1796
Riverview Trust Company
Washington
$7.54K -$24.1K -313 -75%
CA
1797
Crewe Advisors
Utah
$7.25K -$2.93K -38 -27%
HCM
1798
Horrell Capital Management
Arkansas
$7.18K – – –
RCM
1799
Richardson Capital Management
Wisconsin
$7.18K – – –
VR
1800
Vision Retirement
New Jersey
$7.18K – – –
70 71
72
73 74