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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1901
WMS Group
Louisiana
$814K +$682K +2,179 New
CWP
1902
Core Wealth Partners
California
$814K +$34.4K +110 +5%
CMP
1903
Courage Miller Partners
Virginia
$813K – – –
GWS
1904
Greykasell Wealth Strategies
California
$813K +$42.9K +137 +7%
AW
1905
Atlas Wealth
Ohio
$812K +$6.26K +20 +0.9%
GAM
1906
Grandview Asset Management
Pennsylvania
$811K +$132K +423 +24%
BFF
1907
Byrne Financial Freedom
Massachusetts
$810K +$40.7K +130 +6%
NIA
1908
NBZ Investment Advisors
Tennessee
$810K +$679K +2,168 New
KA
1909
Kintegral Advisory
New York
$810K – – –
WFA
1910
Wellspring Financial Advisors
Ohio
$810K -$87.7K -280 -11%
PF
1911
Prota Financial
Texas
$809K +$50.4K +161 +8%
SLT
1912
St Louis Trust
Missouri
$807K – – –
HFM
1913
Hartford Financial Management
Connecticut
$806K – – –
AA
1914
Alesco Advisors
New York
$806K +$23.2K +74 +4%
CWA
1915
CJM Wealth Advisers
Virginia
$805K +$3.44K +11 +0.5%
NICM
1916
Neo Ivy Capital Management
New York
$805K +$674K +2,154 New
PSB
1917
Piscataqua Savings Bank
New Hampshire
$804K -$189K -603 -22%
PCH
1918
PGIM Custom Harvest
New Jersey
$803K +$52K +166 +8%
AAM
1919
Auxier Asset Management
Oregon
$802K +$18.5K +59 +3%
GCP
1920
GSA Capital Partners
United Kingdom
$801K -$1.27M -4,047 -65%
GP
1921
Gallo Partners
New Jersey
$800K +$670K +2,141 New
CB
1922
Community Bank
New York
$800K -$72.9K -233 -10%
GSWM
1923
Golden State Wealth Management
California
$800K +$34.4K +110 +5%
YLHM
1924
Yelin Lapidot Holdings Management
Israel
$799K – – –
CNB
1925
Camden National Bank
Maine
$799K +$293K +935 +78%
75 76
77
78 79