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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2951
44 Wealth Management
Oregon
$238K +$14.8K +80 +7%
RDFA
2952
Ritter Daniher Financial Advisory
Ohio
$238K +$46.1K +250 +24%
SP
2953
SWS Partners
Ohio
$238K +$238K +1,292 New
CIP
2954
Capital Insight Partners
Arizona
$237K +$15.9K +86 +7%
WFA
2955
Wade Financial Advisory
California
$236K – – –
ST
2956
Somerset Trust
Pennsylvania
$236K +$3.87K +21 +2%
CAM
2957
Claret Asset Management
Quebec, Canada
$236K +$6.64K +36 +3%
CCM
2958
Colorado Capital Management
Colorado
$235K – – –
KBFS
2959
Kohmann Bosshard Financial Services
Ohio
$235K – – –
MWP
2960
Meridian Wealth Partners
Pennsylvania
$235K +$12.5K +68 +6%
CCM
2961
Cohen Capital Management
California
$234K – – –
BWM
2962
Blossom Wealth Management
California
$234K +$233K +1,266 New
SFG
2963
Sunburst Financial Group
Alabama
$233K -$738 -4 -0.3%
BWA
2964
Beam Wealth Advisors
Louisiana
$233K +$26.4K +143 +13%
CFAM
2965
Center For Asset Management
Florida
$232K – – –
FC
2966
Financial Consulate
Maryland
$232K +$184 +1 +0.1%
BAM
2967
Banta Asset Management
California
$232K +$13.8K +75 +6%
MIM
2968
Meridiem Investment Management
United Kingdom
$231K -$376K -2,040 -62%
SIC
2969
Schwartz Investment Counsel
Michigan
$231K – – –
GTCM
2970
Gyon Technologies Capital Management
New Jersey
$230K -$682K -3,700 -75%
CWM
2971
Cadence Wealth Management
Massachusetts
$230K +$229K +1,244 New
GPC
2972
Garrison Point Capital
California
$229K – – –
WCWM
2973
Wooster Corthell Wealth Management
Connecticut
$229K +$229K +1,240 New
CAM
2974
Campion Asset Management
Virginia
$229K +$229K +1,241 New
WLIM
2975
White Lighthouse Investment Management
Massachusetts
$228K -$43.2K -234 -16%
117 118
119
120 121