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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1876
WBH Advisory
Maryland
$1.45M +$80.4K +504 +6%
GCM
1877
Graham Capital Management
Connecticut
$1.45M +$1.48M +9,259 New
NED
1878
Nancy E. Dempze
$1.44M +$545K +3,415 +59%
CPW
1879
Cove Private Wealth
New York
$1.44M – – –
REMPR
1880
Roof Eidam Maycock Peralta (REMP)
California
$1.44M -$12K -75 -0.8%
E3F
1881
Eight 31 Financial
Texas
$1.44M -$21.8K -137 -1%
BWM
1882
BigSur Wealth Management
Florida
$1.44M +$95.7K +600 +7%
TF
1883
TLWM Financial
Texas
$1.44M +$23.6K +148 +2%
EWA
1884
Etesian Wealth Advisors
Oregon
$1.44M -$6.7K -42 -0.5%
KPP
1885
Kings Path Partners
Texas
$1.44M +$1.46M +9,183 New
AWP
1886
Accretive Wealth Partners
New Jersey
$1.43M +$75.7K +475 +5%
BAM
1887
BOS Asset Management
Illinois
$1.43M -$15.9K -100 -1%
LSA
1888
Lion Street Advisors
Texas
$1.43M -$47.8K -300 -3%
SWA
1889
Sax Wealth Advisors
New Jersey
$1.43M +$185K +1,160 +15%
RWA
1890
Redhawk Wealth Advisors
Minnesota
$1.42M -$77.5K -486 -5%
ACM
1891
Adalta Capital Management
New York
$1.42M – – –
AFG
1892
Allegheny Financial Group
Pennsylvania
$1.42M +$71.9K +451 +5%
LAM
1893
LifePro Asset Management
California
$1.42M -$34.1K -214 -2%
FCM
1894
Firestone Capital Management
Florida
$1.42M -$7.33K -46 -0.5%
TWM
1895
Thrive Wealth Management
Pennsylvania
$1.41M +$15.8K +99 +1%
AGWCA
1896
Annis Gardner Whiting Capital Advisors
Florida
$1.41M +$1.03M +6,452 +249%
AR
1897
Advisory Research
Illinois
$1.41M -$18.3K -115 -1%
NIM
1898
Needham Investment Management
New York
$1.41M – – –
SHFA
1899
SS&H Financial Advisors
Michigan
$1.4M – – –
WA
1900
Waddell & Associates
Tennessee
$1.4M -$17.2K -108 -1%
74 75
76
77 78