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Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1501
Gerber Kawasaki Wealth & Investment Management
California
$1.09M +$453K +1,441 +60%
TWPM
1502
Total Wealth Planning & Management
Florida
$1.09M +$496K +1,578 +70%
CWIG
1503
Chung Wu Investment Group
Texas
$1.09M +$30.2K +96 +3%
WFAG
1504
Wescott Financial Advisory Group
Pennsylvania
$1.08M -$5.34K -17 -0.4%
MAM
1505
McLaughlin Asset Management
Illinois
$1.08M -$11.6K -37 -1%
DAM
1506
Diamant Asset Management
Connecticut
$1.08M – – –
SGI
1507
Summit Global Investments
Utah
$1.08M -$229K -729 -16%
KCP
1508
Kera Capital Partners
California
$1.08M +$130K +414 +12%
SCM
1509
Sandler Capital Management
New York
$1.08M +$1.19M +3,800 New
SCM
1510
Stevens Capital Management
Pennsylvania
$1.07M +$244K +776 +26%
HIA
1511
HTG Investment Advisors
Connecticut
$1.07M +$16.7K +53 +1%
PCG
1512
Prosperity Consulting Group
Maryland
$1.07M +$60.3K +192 +5%
MW
1513
MBL Wealth
North Carolina
$1.07M +$268K +853 +29%
PWM
1514
Purus Wealth Management
California
$1.07M +$162K +515 +16%
BMWS
1515
Brady Martz Wealth Solutions
North Dakota
$1.07M +$266K +845 +29%
MFG
1516
Monte Financial Group
Connecticut
$1.07M -$4.71K -15 -0.4%
KWMG
1517
King Wealth Management Group
Florida
$1.06M +$47.1K +150 +4%
SCM
1518
Stonehearth Capital Management
Massachusetts
$1.06M -$363K -1,156 -24%
SIS
1519
Strategic Investment Solutions
Illinois
$1.06M +$389K +1,239 +53%
LI
1520
LMCG Investments
Massachusetts
$1.06M -$26.7K -85 -2%
BWM
1521
Buckley Wealth Management
Nevada
$1.06M -$69.1K -220 -6%
EWS
1522
Evergreen Wealth Solutions
Pennsylvania
$1.06M +$1.17M +3,736 New
KP
1523
Keel Point
Alabama
$1.06M -$1.11M -3,540 -49%
HAS
1524
HBW Advisory Services
California
$1.06M -$25.8K -82 -2%
AIM
1525
ARK Investment Management
Florida
$1.06M -$39K -124 -3%
59 60
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