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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1901
West Paces Advisors
Georgia
$85.2K – – –
LWP
1902
Lumature Wealth Partners
Georgia
$85K +$82.2K +1,129 New
GAM
1903
Gemmer Asset Management
California
$83K +$1.17K +16 +1%
SN
1904
Sittner & Nelson
Oregon
$82K +$2.62K +36 +3%
BHWM
1905
Bay Harbor Wealth Management
Maryland
$82K +$70.7K +970 +829%
ADIM
1906
Alpha DNA Investment Management
Maryland
$80K +$8.23K +113 +12%
GCM
1907
Gables Capital Management
Florida
$79K – – –
HWMA
1908
Heritage Wealth Management (Arizona)
Arizona
$79K +$76.6K +1,051 New
HWM
1909
HighMark Wealth Management
Minnesota
$78K +$510 +7 +0.7%
WWMSC
1910
Wagner Wealth Management (South Carolina)
South Carolina
$78K +$75.1K +1,031 New
MHR
1911
Matthew Hamilton Rosenberg
$77K -$3.71K -51 -5%
COCM
1912
Charter Oak Capital Management
New Hampshire
$77K +$6.92K +95 +10%
WOC
1913
West Oak Capital
California
$77K +$16.8K +230 +29%
CFFP
1914
Center for Financial Planning
Michigan
$76K – – –
FHC
1915
First Horizon Corporation
Tennessee
$76K +$31.2K +428 +73%
PCH
1916
PGIM Custom Harvest
New Jersey
$73K – – –
SWM
1917
Selective Wealth Management
Virginia
$70K +$24.2K +332 +56%
TIM
1918
Tortoise Investment Management
New York
$69K +$14.6K +200 +28%
LWANC
1919
Laurel Wealth Advisors (North Carolina)
North Carolina
$65K +$3.93K +54 +7%
LFG
1920
Larson Financial Group
Missouri
$63K -$1.97K -27 -3%
BFC
1921
Bedel Financial Consulting
Indiana
$63K -$1.53K -21 -2%
IFAM
1922
Institutional & Family Asset Management
Colorado
$63K – – –
MAM
1923
McCarthy Asset Management
California
$62K -$58.8K -807 -49%
HS
1924
Horan Securities
United States
$62K +$46.7K +641 +358%
SWP
1925
ShoreHaven Wealth Partners
New Jersey
$61K +$31.8K +436 +117%
75 76
77
78 79