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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1801
Novare Capital Management
North Carolina
$535K – – –
TPA
1802
Trivium Point Advisory
Connecticut
$534K +$565K +5,546 New
LC
1803
Lawood & Co
Pennsylvania
$533K -$70.7K -693 -11%
WWG
1804
West Wealth Group
California
$531K +$14.1K +138 +3%
LF
1805
Lantz Financial
Illinois
$530K +$43K +422 +8%
WG
1806
Winton Group
United Kingdom
$529K -$9.73M -95,483 -95%
CA
1807
CV Advisors
Florida
$529K +$561K +5,500 New
GWM
1808
Gilpin Wealth Management
Colorado
$528K -$13.6K -133 -2%
KCP
1809
Kera Capital Partners
California
$528K +$50.4K +494 +10%
SAM
1810
Secure Asset Management
Michigan
$524K -$89.5K -878 -14%
PPW
1811
Presilium Private Wealth
Pennsylvania
$524K -$1.63K -16 -0.3%
ZIG
1812
Zullo Investment Group
Pennsylvania
$523K -$19.6K -192 -3%
ZCI
1813
Zevenbergen Capital Investments
Washington
$522K -$111K -1,090 -17%
HWA
1814
HHM Wealth Advisors
Tennessee
$521K – – –
CA
1815
Cornerstone Advisory
Maryland
$520K +$46.8K +459 +9%
CPIA
1816
Cornell Pochily Investment Advisors
New York
$520K -$150K -1,475 -21%
ACA
1817
Atlas Capital Advisors
Wyoming
$519K -$616K -6,046 -53%
IIL
1818
Income Insurance Ltd
$519K – – –
GIM
1819
Generali Investments Management
Slovenia
$518K -$225K -2,207 -29%
DIM
1820
Delta Investment Management
California
$518K – – –
A
1821
Argentarii
Ohio
$518K +$43.4K +426 +9%
MCA
1822
Millennium Capital Advisors
Arkansas
$518K -$54K -530 -9%
SA
1823
SPWM Advisors
Michigan
$517K -$201K -1,970 -27%
FPL
1824
Fortress Private Ledger
North Carolina
$516K +$106K +1,042 +24%
FPCP
1825
Fort Point Capital Partners
California
$515K +$267K +2,621 +97%
71 72
73
74 75