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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
2176
Cedar Brook Financial Partners
Ohio
$527K +$16.4K +153 +3%
VWM
2177
Venturi Wealth Management
Texas
$523K +$47.8K +447 +9%
HI
2178
HBK Investments
Texas
$522K +$592K +5,531 New
IPW
2179
Inlet Private Wealth
Florida
$521K -$51.5K -481 -8%
PM
2180
Parametrica Management
Hong Kong
$521K +$591K +5,518 New
LFM
2181
Lumina Fund Management
New York
$519K – – –
AWM
2182
Avaii Wealth Management
Wisconsin
$518K -$152K -1,420 -21%
TIM
2183
Thompson Investment Management
Wisconsin
$518K -$26K -243 -4%
TWA
2184
TCI Wealth Advisors
Arizona
$516K -$38.8K -363 -6%
MTC
2185
McDaniel Terry & Co
Texas
$512K +$30.8K +288 +6%
GSWM
2186
Greenup Street Wealth Management
Michigan
$510K +$579K +5,411 New
VM
2187
Venator Management
Pennsylvania
$509K – – –
BCFD
2188
Boit C.F. David
$509K +$578K +5,400 New
CCT
2189
Capital City Trust
Florida
$508K -$23.4K -219 -4%
SIG
2190
Spinnaker Investment Group
California
$508K -$1.07K -10 -0.2%
WA
2191
Wambolt & Associates
Colorado
$507K -$50.4K -471 -8%
IWA
2192
Inspirion Wealth Advisors
Illinois
$507K – – –
HIC
2193
Hartline Investment Corp
Illinois
$506K -$788K -7,365 -58%
CPSAC
2194
Chas P. Smith & Associates (CPS)
Florida
$506K -$51K -477 -8%
NCM
2195
Neumann Capital Management
California
$506K – – –
LA
2196
Latitude Advisors
Florida
$506K +$82.5K +771 +17%
CPWA
2197
Cerro Pacific Wealth Advisors
California
$505K -$12.3K -115 -2%
SFWA
2198
Summit Financial Wealth Advisors
Louisiana
$505K +$5.14K +48 +1%
ETH
2199
Exos TFP Holdings
New York
$504K +$572K +5,345 New
RWP
2200
Revolve Wealth Partners
New Jersey
$503K +$72.5K +677 +15%
86 87
88
89 90