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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2926
Meridiem Investment Management
United Kingdom
$220K – – –
SIC
2927
Schwartz Investment Counsel
Michigan
$220K – – –
SFG
2928
Sunburst Financial Group
Alabama
$219K -$2.88K -16 -1%
CWM
2929
Cadence Wealth Management
Massachusetts
$219K – – –
WCFA
2930
Walkner Condon Financial Advisors
Wisconsin
$219K +$4.14K +23 +2%
HCIA
2931
Hochman Cole Investment Advisors
Illinois
$219K +$224K +1,245 New
BBNB
2932
Baker Boyer National Bank
Washington
$219K +$417K +2,319 New
GPC
2933
Garrison Point Capital
California
$218K – – –
WCWM
2934
Wooster Corthell Wealth Management
Connecticut
$218K – – –
CFAM
2935
Center For Asset Management
Florida
$217K -$3.6K -20 -2%
SIC
2936
Shoker Investment Counsel
Ohio
$216K +$14K +78 +7%
LB
2937
Leo Brokerage
Texas
$216K +$221K +1,229 New
ARMC
2938
American Research & Management Company
Massachusetts
$215K – – –
PWM
2939
Purus Wealth Management
California
$215K – – –
BWM
2940
Brickley Wealth Management
California
$215K +$14K +78 +7%
LWPC
2941
Legacy Wealth Partners (California)
California
$215K +$19.8K +110 +10%
HWMA
2942
Heritage Wealth Management (Arizona)
Arizona
$214K +$219K +1,220 New
CFO
2943
CVA Family Office
Colorado
$213K -$53.1K -295 -20%
DSA
2944
Droms Strauss Advisors
Missouri
$213K +$221K +1,229 New
CIP
2945
Capital Insight Partners
Arizona
$211K -$15.5K -86 -7%
SL
2946
Savior LLC
Massachusetts
$211K -$4.86K -27 -2%
SAM
2947
Shikiar Asset Management
New York
$211K – – –
MAM
2948
MMA Asset Management
Pennsylvania
$211K +$7.19K +40 +3%
CWA
2949
Clearview Wealth Advisors
Oregon
$211K +$23.2K +129 +12%
HWM
2950
HighMark Wealth Management
Minnesota
$210K -$4.86K -27 -2%
116 117
118
119 120