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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
2926
Compass Ion Advisors
Pennsylvania
$214K -$4.81K -27 -2%
GWM
2927
Gitterman Wealth Management
New Jersey
$213K -$71.5K -401 -24%
LB
2928
Leo Brokerage
Texas
$213K +$5.53K +31 +3%
WFPG
2929
Waller Financial Planning Group
Ohio
$213K +$224K +1,257 New
MIM
2930
Meridiem Investment Management
United Kingdom
$211K – – –
SIC
2931
Schwartz Investment Counsel
Michigan
$211K – – –
CCM
2932
Carderock Capital Management
Maryland
$211K +$223K +1,250 New
NCP
2933
NexWave Capital Partners
New York
$211K +$223K +1,250 New
LSA
2934
Lion Street Advisors
Texas
$211K +$224K +1,256 New
CWM
2935
Cadence Wealth Management
Massachusetts
$210K – – –
GPC
2936
Garrison Point Capital
California
$210K – – –
WCWM
2937
Wooster Corthell Wealth Management
Connecticut
$210K – – –
WLIM
2938
White Lighthouse Investment Management
Massachusetts
$209K +$12.5K +70 +6%
PIM
2939
Parker Investment Management
California
$209K +$220K +1,236 New
MAM
2940
Magellan Asset Management
Australia
$208K +$75K +421 +52%
CWA
2941
Clearview Wealth Advisors
Oregon
$207K +$3.92K +22 +2%
CF
2942
Clarity Financial
Texas
$206K -$13.4K -75 -6%
ECA
2943
Elevated Capital Advisors
Utah
$205K +$216K +1,213 New
SAM
2944
Shikiar Asset Management
New York
$204K – – –
SFG
2945
Sunburst Financial Group
Alabama
$203K -$8.2K -46 -4%
MAM
2946
MMA Asset Management
Pennsylvania
$203K – – –
PWP
2947
Personal Wealth Partners
Minnesota
$202K – – –
HCIA
2948
Hochman Cole Investment Advisors
Illinois
$201K -$10.2K -57 -5%
4WM
2949
44 Wealth Management
Oregon
$201K – – –
VFP
2950
Verus Financial Partners
Virginia
$201K – – –
116 117
118
119 120