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Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
2626
PGIM Custom Harvest
New Jersey
$308K – – –
TA
2627
Trellis Advisors
Washington
$308K +$1.1K +4 +0.4%
GIM
2628
Guild Investment Management
California
$308K +$278K +1,010 New
BA
2629
Bluesphere Advisors
Pennsylvania
$306K +$13.8K +50 +5%
SLWS
2630
Swaine & Leidel Wealth Services
Florida
$305K -$15.7K -57 -5%
BWM
2631
Birchcreek Wealth Management
Ohio
$305K -$9.1K -33 -3%
SA
2632
Sicart Associates
New York
$305K – – –
TSS
2633
Thomas Story & Son
Indiana
$305K – – –
SC
2634
Sovarnum Capital
New York
$305K +$276K +1,000 New
TGAM
2635
TBH Global Asset Management
Tennessee
$304K +$14.9K +54 +6%
SAM
2636
Synergy Asset Management
Washington
$304K +$274K +994 New
GWA
2637
GGM Wealth Advisors
Maryland
$303K -$9.65K -35 -4%
BWA
2638
Beam Wealth Advisors
Louisiana
$302K +$9.1K +33 +3%
NC
2639
NinePointTwo Capital
California
$301K +$12.7K +46 +5%
SFS
2640
Strategic Financial Services
New York
$300K -$6.89K -25 -2%
PCM
2641
Pointe Capital Management
Michigan
$299K +$19.3K +70 +8%
CAN
2642
Claraphi Advisory Network
United States
$296K -$56.5K -205 -17%
AWP
2643
Abacus Wealth Partners
California
$295K -$44.7K -162 -14%
SPWG
2644
Sage Private Wealth Group
Illinois
$292K -$7.17K -26 -3%
GCIG
2645
Grand Central Investment Group
Florida
$292K – – –
BA
2646
Bridge Advisory
California
$291K -$4.41K -16 -2%
PIA
2647
Powell Investment Advisors
Florida
$291K – – –
FFG
2648
Ford Financial Group
California
$288K – – –
PWA
2649
Physician Wealth Advisors
Utah
$288K +$276 +1 +0.1%
CMA
2650
Cedar Mountain Advisors
Oregon
$287K – – –
104 105
106
107 108