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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2551
Progressive Investment Management
Oregon
$307K – – –
GL
2552
Gerber LLC
Ohio
$306K -$106K -1,012 -27%
MWM
2553
Merriman Wealth Management
Washington
$306K +$8.3K +79 +3%
SI
2554
Stonekeep Investments
New Mexico
$306K -$127K -1,213 -31%
GA
2555
GSG Advisors
New Jersey
$306K +$3.47K +33 +1%
CFG
2556
Carr Financial Group
Massachusetts
$306K -$510K -4,855 -64%
EWM
2557
Executive Wealth Management
Michigan
$305K +$40.3K +384 +16%
BW
2558
Bison Wealth
Georgia
$305K +$840 +8 +0.3%
ICP
2559
Impact Capital Partners
Colorado
$305K +$288K +2,741 New
FWM
2560
Foguth Wealth Management
Michigan
$305K +$20.8K +198 +8%
CGH
2561
CMG Global Holdings
Texas
$305K – – –
IFPG
2562
Intrepid Financial Planning Group
Indiana
$305K -$13.1K -125 -4%
ST
2563
Somerset Trust
Pennsylvania
$305K -$7.14K -68 -2%
MCM
2564
McRae Capital Management
New Jersey
$305K -$4.2K -40 -1%
HI
2565
Humankind Investments
New York
$304K -$60.2K -573 -17%
HNW
2566
High Note Wealth
Minnesota
$303K -$1.26K -12 -0.4%
JSAM
2567
J. Safra Asset Management
New York
$303K +$216K +2,060 +306%
TC
2568
Trilogy Capital
California
$303K -$14.1K -134 -5%
KMWM
2569
Keudell/Morrison Wealth Management
Oregon
$302K -$32.3K -307 -10%
FGA
2570
Fortis Group Advisors
New Jersey
$302K +$8.61K +82 +3%
BW
2571
Blalock Williams
Alabama
$302K +$285K +2,714 New
SPWM
2572
Spartan Planning & Wealth Management
North Carolina
$302K +$285K +2,714 New
WBG
2573
Wharton Business Group
Pennsylvania
$302K – – –
RCP
2574
Rothschild Capital Partners
New York
$302K +$285K +2,710 New
FFG
2575
Fiduciary Financial Group
California
$302K -$286K -2,719 -49%
101 102
103
104 105