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Name Holding Trade Value Shares
Change 		Change in
Stake
ML
2251
McAdam LLC
Pennsylvania
$1.39M +$256K +1,406 +26%
T
2252
Tidemark
California
$1.39M -$34.5K -189 -3%
SSWM
2253
Sheets Smith Wealth Management
North Carolina
$1.39M +$36.3K +199 +3%
BC
2254
Barrett & Company
Rhode Island
$1.39M -$18.8K -103 -2%
LWA
2255
Lantern Wealth Advisors
New York
$1.38M -$41.8K -229 -3%
AR
2256
Apeiron RIA
Texas
$1.38M -$74.6K -409 -6%
MHR
2257
Matthew Hamilton Rosenberg
$1.38M -$22.4K -123 -2%
GKWIM
2258
Gerber Kawasaki Wealth & Investment Management
California
$1.38M +$17.3K +95 +1%
HDIM
2259
Hanson & Doremus Investment Management
Vermont
$1.38M +$120K +659 +11%
KA
2260
Klingman & Associates
New York
$1.38M +$67.7K +371 +6%
DBFM
2261
Dickmeyer Boyce Financial Management
Indiana
$1.38M +$1.21M +6,658 New
FWI
2262
Facet Wealth Inc
Maryland
$1.37M +$294K +1,613 +32%
PPC
2263
Park Place Capital
Alabama
$1.37M +$147K +805 +14%
CA
2264
Claro Advisors
Massachusetts
$1.37M +$196K +1,075 +19%
UWP
2265
Uniting Wealth Partners
Kansas
$1.37M -$814K -4,464 -40%
PW
2266
Paladin Wealth
Minnesota
$1.37M -$187K -1,026 -13%
AP
2267
Advisors Preferred
Maryland
$1.37M – – –
OFS
2268
OMC Financial Services
New York
$1.37M – – –
USB
2269
Union Savings Bank
Connecticut
$1.36M -$4.01K -22 -0.3%
III
2270
Independent Investors Inc
New York
$1.36M -$45.6K -250 -4%
AFG
2271
ABLE Financial Group
Arizona
$1.36M -$65.6K -360 -5%
ACP
2272
Argyle Capital Partners
California
$1.36M -$172K -944 -13%
CSPIA
2273
Cary Street Partners Investment Advisory
Virginia
$1.36M +$133K +729 +12%
CWM
2274
Castle Wealth Management
Florida
$1.36M -$146K -802 -11%
OFA
2275
Oak Family Advisors
Illinois
$1.36M +$5.83K +32 +0.5%
89 90
91
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