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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3251
Gilpin Wealth Management
Colorado
$108K – – –
LWM
3252
Lodestone Wealth Management
Washington
$107K +$313 +1 +0.4%
SWIM
3253
Smallwood Wealth Investment Management
New Jersey
$105K – – –
FGA
3254
Fortis Group Advisors
New Jersey
$105K +$8.77K +28 +11%
UIC
3255
Uniplan Investment Counsel
Wisconsin
$104K +$87K +278 New
CFP
3256
Comprehensive Financial Planning
Pennsylvania
$104K – – –
AT
3257
Avalon Trust
New Mexico
$104K +$35.4K +113 +68%
PAP
3258
Persistent Asset Partners
Hong Kong
$103K +$86.4K +276 New
HHGA
3259
Halbert Hargrove Global Advisors
California
$101K +$4.38K +14 +5%
IW
3260
Imprint Wealth
South Carolina
$99.4K -$3.13K -10 -4%
EWP
3261
Elevation Wealth Partners
California
$98.7K +$26.9K +86 +48%
MFT
3262
Moisand Fitzgerald Tamayo
Florida
$97.9K – – –
RRMM
3263
Regatta Research & Money Management
Louisiana
$97.2K +$81.4K +260 New
JGCM
3264
Joseph Group Capital Management
Ohio
$97.2K +$28.8K +92 +55%
QL
3265
Quarry LP
New York
$94.9K -$276K -882 -78%
HCM
3266
Horrell Capital Management
Arkansas
$93.4K – – –
SC
3267
Solstein Capital
California
$90.8K – – –
CBT
3268
Crews Bank & Trust
Florida
$90.4K – – –
SSG
3269
Summit Securities Group
New York
$90.4K +$21.9K +70 +41%
KG
3270
Kilter Group
New York
$90K +$17.2K +55 +30%
DRP
3271
Decker Retirement Planning
Utah
$89.4K +$18.2K +58 +32%
Q1WB
3272
Quest 10 Wealth Builders
Virginia
$87.4K -$313 -1 -0.4%
CAL
3273
Capital Advisors Ltd
Ohio
$87K -$2.5K -8 -3%
APW
3274
Allied Private Wealth
Florida
$86.9K +$76.4K +244 New
FNWA
3275
Financial Network Wealth Advisors
Utah
$85.2K +$8.77K +28 +14%
129 130
131
132 133