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Name Holding Trade Value Shares
Change 		Change in
Stake
SM
2701
Sweeney & Michel
California
$339K +$626 +2 +0.2%
LSWP
2702
Liberty Square Wealth Partners
Pennsylvania
$338K -$2.82K -9 -1%
WC
2703
Westerkirk Capital
$338K – – –
GAB
2704
German American Bancorp
Indiana
$337K -$11.6K -37 -4%
BWL
2705
Bogart Wealth LLC
Virginia
$337K +$37.6K +120 +15%
IGGA
2706
Iron Gate Global Advisors
Utah
$337K -$5.63K -18 -2%
MWM
2707
Mittelman Wealth Management
Massachusetts
$337K -$167K -534 -39%
BOH
2708
Bank of Hawaii
Hawaii
$337K – – –
AC
2709
ASB Consultores
Florida
$336K – – –
PWMG
2710
Private Wealth Management Group
New Jersey
$336K +$172K +550 +157%
RCM
2711
RNC Capital Management
California
$336K +$313 +1 +0.1%
LIA
2712
Lynx Investment Advisory
District of Columbia
$336K +$8.77K +28 +3%
MHWM
2713
Montz Harcus Wealth Management
Louisiana
$335K -$18.2K -58 -6%
WA
2714
WPG Advisers
Maryland
$335K -$8.77K -28 -3%
SP
2715
Stablepoint Partners
Massachusetts
$334K -$75.5K -241 -21%
FCM
2716
Firestone Capital Management
Florida
$334K -$20.7K -66 -7%
FFW
2717
Fusion Family Wealth
New York
$334K – – –
PWA
2718
Provenance Wealth Advisors
Florida
$334K +$7.2K +23 +3%
MCA
2719
McGuire Capital Advisors
Oklahoma
$333K – – –
MA
2720
MBA Advisors
Pennsylvania
$333K -$937K -2,993 -77%
IA
2721
Insight Advisors
Pennsylvania
$333K -$14.7K -47 -5%
RA
2722
Rise Advisors
New York
$332K +$4.38K +14 +2%
WPA
2723
West Paces Advisors
Georgia
$332K -$16.3K -52 -6%
JSL
2724
JT Stratford LLC
Georgia
$332K -$12.2K -39 -4%
APC
2725
Aspire Private Capital
North Carolina
$331K -$2.19K -7 -0.8%
107 108
109
110 111