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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
551
Gables Capital Management
Florida
$12K – – –
AWM
552
AllSquare Wealth Management
New York
$9K – – –
CHA
553
Carmichael Hill & Associates
Maryland
$9K – – –
SWM
554
Spire Wealth Management
Virginia
$9K +$1.29K +22 +14%
WOSD
555
WFA of San Diego
California
$9K +$10.3K +176 New
TF
556
TimeScale Financial
Massachusetts
$8K -$1.05K -18 -10%
PMFA
557
Plante Moran Financial Advisors
Michigan
$8K – – –
JWA
558
JFS Wealth Advisors
Pennsylvania
$8K +$6.27K +107 +218%
APA
559
American Portfolios Advisors
New York
$7.91K – – –
FMP
560
Financial Management Professionals
Texas
$7K -$2.75K -47 -24%
BHWM
561
Beaird Harris Wealth Management
Texas
$7K – – –
SC
562
SouthState Corp
Florida
$7K – – –
GWS
563
Glassman Wealth Services
Virginia
$7K +$1.47K +25 +21%
GIA
564
GHP Investment Advisors
Colorado
$7K +$7.74K +132 New
CA
565
CoreCap Advisors
Michigan
$7K +$8.32K +142 New
SWA
566
SOA Wealth Advisors
New York
$6K -$3.58K -61 -31%
SWM
567
Selective Wealth Management
Virginia
$6K -$3.52K -60 -34%
EW
568
Evoke Wealth
California
$6K -$1.41K -24 -17%
CTB
569
Country Trust Bank
Illinois
$6K – – –
HWA
570
HHM Wealth Advisors
Tennessee
$6K – – –
JFGIW
571
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
NSIM
572
North Star Investment Management
Illinois
$6K – – –
TCWA
573
Ten Capital Wealth Advisors
Washington
$6K – – –
PTC
574
Private Trust Company
Ohio
$6K +$6.45K +110 New
AA
575
Addison Advisors
Vermont
$5K -$9.08K -155 -61%
21 22
23
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