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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2926
Banta Asset Management
California
$221K – – –
AWM
2927
Aprio Wealth Management
Georgia
$221K +$226K +1,255 New
MIM
2928
Meridiem Investment Management
United Kingdom
$220K – – –
SIC
2929
Schwartz Investment Counsel
Michigan
$220K – – –
SFG
2930
Sunburst Financial Group
Alabama
$219K -$2.88K -16 -1%
CWM
2931
Cadence Wealth Management
Massachusetts
$219K – – –
WCFA
2932
Walkner Condon Financial Advisors
Wisconsin
$219K +$4.14K +23 +2%
HCIA
2933
Hochman Cole Investment Advisors
Illinois
$219K +$224K +1,245 New
BBNB
2934
Baker Boyer National Bank
Washington
$219K +$417K +2,319 New
GPC
2935
Garrison Point Capital
California
$218K – – –
WCWM
2936
Wooster Corthell Wealth Management
Connecticut
$218K – – –
CFAM
2937
Center For Asset Management
Florida
$217K -$3.6K -20 -2%
SIC
2938
Shoker Investment Counsel
Ohio
$216K +$14K +78 +7%
LB
2939
Leo Brokerage
Texas
$216K +$221K +1,229 New
ARMC
2940
American Research & Management Company
Massachusetts
$215K – – –
PWM
2941
Purus Wealth Management
California
$215K – – –
BWM
2942
Brickley Wealth Management
California
$215K +$14K +78 +7%
LWPC
2943
Legacy Wealth Partners (California)
California
$215K +$19.8K +110 +10%
HWMA
2944
Heritage Wealth Management (Arizona)
Arizona
$214K +$219K +1,220 New
CFO
2945
CVA Family Office
Colorado
$213K -$53.1K -295 -20%
DSA
2946
Droms Strauss Advisors
Missouri
$213K +$221K +1,229 New
CIP
2947
Capital Insight Partners
Arizona
$211K -$15.5K -86 -7%
SL
2948
Savior LLC
Massachusetts
$211K -$4.86K -27 -2%
SAM
2949
Shikiar Asset Management
New York
$211K – – –
MAM
2950
MMA Asset Management
Pennsylvania
$211K +$7.19K +40 +3%
116 117
118
119 120