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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
3251
Summerhill Capital Management
Ontario, Canada
$491K +$433K +2,375 New
DWM
3252
Ducere Wealth Management
California
$491K +$8.57K +47 +2%
SI
3253
Seeds Investor
New York
$491K +$238K +1,304 +99%
GWA
3254
Gratus Wealth Advisors
Virginia
$491K +$96.6K +530 +29%
WWM
3255
Wolff Wiese Magana
California
$489K +$91.7K +503 +27%
APWA
3256
Atlas Private Wealth Advisors
New Jersey
$489K -$93.9K -515 -18%
ACC
3257
Acorn Creek Capital
Colorado
$488K +$23.2K +127 +6%
CA
3258
Crane Advisory
California
$487K -$37.6K -206 -7%
EHAM
3259
Eagle Harbor Asset Management
Washington
$487K -$70.9K -389 -14%
PPA
3260
Pacific Point Advisors
California
$486K -$59.3K -325 -12%
CFSG
3261
Community Financial Services Group
Vermont
$486K +$449K +2,460 New
RW
3262
Rede Wealth
Virginia
$484K +$182 +1 +0%
RPGNY
3263
Retirement Planning Group (New York)
New York
$483K +$7.48K +41 +2%
CW
3264
CrossGen Wealth
North Carolina
$483K -$13.9K -76 -3%
SJL
3265
Shayne & Jacobs LLC
Tennessee
$483K – – –
VAMG
3266
Voisard Asset Management Group
Michigan
$482K +$51.6K +283 +14%
PA
3267
Planning Alternatives
Michigan
$482K -$174K -953 -29%
QPW
3268
Quantum Private Wealth
Florida
$481K -$29.2K -160 -6%
VPWA
3269
Vestia Personal Wealth Advisors
Indiana
$481K +$1.28K +7 +0.3%
CWM
3270
Cahaba Wealth Management
Georgia
$481K +$65.5K +359 +18%
SFG
3271
SNS Financial Group
Minnesota
$480K +$1.46K +8 +0.3%
AI
3272
AdvisorShares Investments
Maryland
$480K +$423K +2,320 New
NF
3273
Nvest Financial
New Hampshire
$480K +$19K +104 +5%
HFP
3274
Holistic Financial Partners
Indiana
$480K +$15.9K +87 +4%
PWA
3275
Provenance Wealth Advisors
Florida
$479K – – –
129 130
131
132 133