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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1651
Strategic Blueprint
Georgia
$223K -$53.8K -155 -20%
SCM
1652
SummitPoint Capital Management
Colorado
$223K +$268K +772 New
PTP
1653
Platform Technology Partners
New York
$223K +$217K +626 New
HCMG
1654
Howard Capital Management Group
California
$223K +$217K +625 New
SWP
1655
Summit Wealth Partners
Florida
$223K +$217K +625 New
SSC
1656
Syverson Strege & Co
Iowa
$223K +$217K +625 New
HWP
1657
Hibernia Wealth Partners
Louisiana
$222K +$217K +624 New
MAG
1658
M3 Advisory Group
Massachusetts
$222K +$216K +623 New
VFG
1659
Victory Financial Group
Texas
$222K +$216K +622 New
AWA
1660
Asempa Wealth Advisors
Louisiana
$221K +$213K +615 New
VCP
1661
Verus Capital Partners
Arizona
$220K +$215K +618 New
CFO
1662
CVA Family Office
Colorado
$220K +$64.9K +187 +43%
JCM
1663
Jacobsen Capital Management
Utah
$220K +$214K +617 New
GCM
1664
Gibraltar Capital Management
Oklahoma
$220K +$214K +617 New
EWM
1665
Evercore Wealth Management
New York
$219K +$214K +616 New
BI
1666
Beckerman Institutional
New Jersey
$219K +$213K +615 New
TWP
1667
Tower Wealth Partners
Pennsylvania
$219K +$213K +614 New
PUI
1668
Purpose Unlimited Inc
$218K -$9.03K -26 -4%
JFGLC
1669
Johnson Financial Group LLC (Colorado)
Colorado
$218K +$213K +613 New
TCM
1670
Towercrest Capital Management
Pennsylvania
$218K +$212K +611 New
CF
1671
Centaurus Financial
California
$217K -$15.6K -45 -7%
DDPIC
1672
Deroy & Devereaux Private Investment Counsel
Michigan
$217K +$212K +610 New
VAF
1673
Values Added Financial
District of Columbia
$217K +$211K +608 New
OPCM
1674
Osborne Partners Capital Management
California
$216K -$30.9K -89 -13%
GKWIM
1675
Gerber Kawasaki Wealth & Investment Management
California
$216K +$210K +606 New
65 66
67
68 69