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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2651
Gould Asset Management
California
$225K – – –
KIG
2652
Kennedy Investment Group
New Jersey
$225K +$32.2K +340 +16%
HPWM
2653
High Pines Wealth Management
Massachusetts
$225K +$758 +8 +0.3%
OCPWS
2654
One Charles Private Wealth Services
Massachusetts
$225K -$2.56K -27 -1%
TCPWM
2655
Traverso Chambers Private Wealth Management
California
$225K +$1.42K +15 +0.6%
TLA
2656
Tanglewood Legacy Advisors
Texas
$224K – – –
DP
2657
Denver PWM
Colorado
$224K -$5.3K -56 -2%
HI
2658
Hudock Inc
Pennsylvania
$224K -$29.4K -310 -11%
KA
2659
Kearns & Associates
California
$223K -$49.3K -520 -17%
GC
2660
Gruss & Co
Florida
$223K – – –
EW
2661
Enzi Wealth
Texas
$223K -$68K -718 -23%
HWM
2662
HFR Wealth Management
New York
$223K – – –
BWP
2663
Bernardo Wealth Planning
Pennsylvania
$223K +$1.71K +18 +0.7%
AWS
2664
Arkfeld Wealth Strategies
Nebraska
$222K +$1.42K +15 +0.6%
OKSA
2665
O'Keefe Stevens Advisory
New York
$222K +$9K +95 +4%
FA
2666
Financial Advisors
Massachusetts
$222K +$36.5K +385 +18%
AWMG
2667
Alliance Wealth Management Group
New Jersey
$221K +$189 +2 +0.1%
TWM
2668
Tradition Wealth Management
Minnesota
$221K -$379 -4 -0.2%
PDM
2669
Penn Davis McFarland
Texas
$221K +$234K +2,474 New
PWC
2670
PYA Waltman Capital
Tennessee
$221K – – –
OC
2671
Oarsman Capital
Wisconsin
$220K +$2.75K +29 +1%
CWM
2672
Cahaba Wealth Management
Georgia
$220K +$19.5K +206 +9%
BWM
2673
Birchcreek Wealth Management
Ohio
$219K +$38.2K +403 +20%
VCM
2674
Versant Capital Management
Arizona
$219K -$19.5K -206 -8%
TB
2675
Terril Brothers
Missouri
$219K +$21.7K +229 +10%
105 106
107
108 109