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Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
2276
Glass Jacobson Investment Advisors
Maryland
$786K +$14.7K +91 +2%
GKWIM
2277
Gerber Kawasaki Wealth & Investment Management
California
$786K +$124K +766 +20%
CSWM
2278
Cassady Schiller Wealth Management
Ohio
$786K +$21.2K +131 +3%
SIAG
2279
Safeguard Investment Advisory Group
California
$785K -$503K -3,112 -40%
PPG
2280
Peak Planning Group
Colorado
$785K -$42.8K -265 -5%
NRD
2281
Nebula Research & Development
New York
$783K +$750K +4,641 New
IFWM
2282
Institute for Wealth Management
Colorado
$781K -$3.88K -24 -0.5%
SCM
2283
Sterneck Capital Management
Missouri
$780K -$26.5K -164 -3%
NED
2284
Nancy E. Dempze
$779K +$48.5K +300 +7%
TNAM
2285
Terra Nova Asset Management
New York
$776K – – –
C
2286
CEDRUS
Colorado
$774K +$62.7K +388 +9%
SOS
2287
Silver Oak Securities
Tennessee
$773K -$385K -2,383 -34%
BFPW
2288
BOK Financial Private Wealth
Colorado
$771K -$5.65K -35 -0.8%
BWA
2289
Blodgett Wealth Advisors
California
$770K +$162 +1 +0%
LA
2290
Latitude Advisors
Florida
$769K +$36.5K +226 +5%
LWM
2291
LJI Wealth Management
Indiana
$766K +$8.24K +51 +1%
ACM
2292
Absolute Capital Management
Pennsylvania
$765K +$733K +4,537 New
TLA
2293
Tanglewood Legacy Advisors
Texas
$765K – – –
RWA
2294
Rainsberger Wealth Advisors
Colorado
$764K -$10.8K -67 -1%
SGWM
2295
Sterling Group Wealth Management
California
$763K +$85.4K +529 +13%
TIM
2296
Tevis Investment Management
Texas
$762K – – –
CCIA
2297
Cherry Creek Investment Advisors
Colorado
$761K +$39.2K +243 +6%
AA
2298
Addison Advisors
Vermont
$761K +$27.6K +171 +4%
PGF
2299
Plan Group Financial
Oklahoma
$761K -$164K -1,014 -18%
BIA
2300
Barry Investment Advisors
Massachusetts
$760K +$1.45K +9 +0.2%
90 91
92
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