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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
2826
Creative Capital Management Investments
California
$126K -$430 -4 -0.3%
KA
2827
Kozak & Associates
Colorado
$125K -$13.2K -123 -8%
CWM
2828
Compass Wealth Management
Connecticut
$121K +$107 +1 +0.1%
MCA
2829
Maryland Capital Advisors
Maryland
$120K – – –
BAM
2830
Bellevue Asset Management
Washington
$119K – – –
T
2831
Tidemark
California
$115K +$15.4K +143 +14%
AW
2832
Avion Wealth
Texas
$113K – – –
AWM
2833
AllSquare Wealth Management
New York
$111K +$21.7K +202 +22%
FNWM
2834
Financial Network Wealth Management
Utah
$109K +$119K +1,107 New
WF
2835
Wayfinding Financial
Washington
$109K +$119K +1,108 New
IWP
2836
IAG Wealth Partners
Wisconsin
$109K -$22K -205 -16%
GKIM
2837
GW&K Investment Management
Massachusetts
$108K +$537 +5 +0.5%
GCS
2838
Gordian Capital (Singapore)
Singapore
$108K +$8.49K +79 +8%
IWM
2839
Inlight Wealth Management
Georgia
$107K +$117K +1,085 New
HFS
2840
Hopwood Financial Services
Virginia
$107K -$266K -2,478 -70%
CIAS
2841
CBIZ Investment Advisory Services
Ohio
$104K +$15K +140 +15%
DFA
2842
DHJJ Financial Advisors
Illinois
$104K – – –
GG
2843
Gleason Group
Kentucky
$104K +$537 +5 +0.5%
RAM
2844
Riggs Asset Management
Pennsylvania
$104K – – –
CAM
2845
Chesapeake Asset Management
New York
$102K +$3.12K +29 +3%
BGAI
2846
Bruce G. Allen Investments
Colorado
$102K -$7.95K -74 -7%
DF
2847
Dunhill Financial
United Kingdom
$101K -$1.18K -11 -1%
TWD
2848
True Wealth Design
Ohio
$100K +$8.28K +77 +8%
PGAM
2849
Princeton Global Asset Management
New Jersey
$99.8K – – –
PSFG
2850
Park Square Financial Group
Georgia
$99.5K +$7.09K +66 +7%
112 113
114
115 116