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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2826
AllSquare Wealth Management
New York
$134K – – –
SAM
2827
Sherman Asset Management
California
$134K -$42.2K -358 -23%
HIIFS
2828
Harel Insurance Investments & Financial Services
Israel
$133K -$31.6K -268 -19%
PS
2829
Pinney & Scofield
Massachusetts
$133K – – –
FDW
2830
Fourth Dimension Wealth
Ohio
$132K -$4.12K -35 -3%
CIAS
2831
CBIZ Investment Advisory Services
Ohio
$131K -$15.9K -135 -11%
AWM
2832
Accredited Wealth Management
Kentucky
$130K -$111K -939 -79%
WBC
2833
West Branch Capital
Massachusetts
$129K +$7.54K +64 +6%
TWD
2834
True Wealth Design
Ohio
$128K +$1.53K +13 +1%
GFWA
2835
Grey Fox Wealth Advisors
Delaware
$126K +$130K +1,105 New
HFS
2836
Hopwood Financial Services
Virginia
$125K +$1.18K +10 +0.9%
BAM
2837
Bellevue Asset Management
Washington
$125K -$13.7K -116 -10%
MHR
2838
Matthew Hamilton Rosenberg
$124K -$1.18K -10 -0.9%
WWA
2839
Wealth Watch Advisors
Colorado
$123K +$127K +1,078 New
IWM
2840
Inlight Wealth Management
Georgia
$123K +$118 +1 +0.1%
MHIP
2841
Mountain Hill Investment Partners
New Jersey
$119K +$11.9K +101 +11%
GG
2842
Gleason Group
Kentucky
$118K -$3.42K -29 -3%
DFA
2843
DHJJ Financial Advisors
Illinois
$117K -$236 -2 -0.2%
AW
2844
Avion Wealth
Texas
$117K +$824 +7 +0.7%
IWP
2845
IAG Wealth Partners
Wisconsin
$117K -$10K -85 -8%
T
2846
Tidemark
California
$116K -$942 -8 -0.8%
PP
2847
PFS Partners
New Jersey
$115K +$4.83K +41 +4%
PWM
2848
Peck Wealth Management
New York
$115K +$118K +1,000 New
CAM
2849
Chesapeake Asset Management
New York
$113K +$118 +1 +0.1%
PW
2850
Pandora Wealth
Illinois
$112K – – –
112 113
114
115 116