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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2701
Grandview Asset Management
Pennsylvania
$698K -$28.6K -88 -4%
FWP
2702
Firethorn Wealth Partners
Georgia
$697K +$47.2K +145 +8%
ACM
2703
Aurdan Capital Management
Pennsylvania
$697K +$28.6K +88 +5%
UWP
2704
Uniting Wealth Partners
Kansas
$697K -$160K -492 -20%
RWRC
2705
R.W. Roge & Company
New York
$696K +$4.23K +13 +0.7%
BBNB
2706
Baker Boyer National Bank
Washington
$695K -$325 -1 -0.1%
AIA
2707
Allied Investment Advisors
Montana
$695K – – –
CWA
2708
Canvas Wealth Advisors
Kansas
$695K -$97.3K -299 -13%
RA
2709
Rockingstone Advisors
Massachusetts
$694K – – –
WDL
2710
Well Done LLC
Michigan
$693K -$43.3K -133 -6%
BMWM
2711
Brown Miller Wealth Management
Virginia
$692K +$325 +1 +0.1%
LCG
2712
Lakeshore Capital Group
Illinois
$692K +$6.18K +19 +1%
TW
2713
Towerpoint Wealth
California
$690K -$25.7K -79 -4%
PWM
2714
Palumbo Wealth Management
New York
$689K -$8.13K -25 -1%
TPW
2715
Tiller Private Wealth
Pennsylvania
$688K – – –
OCPWS
2716
One Charles Private Wealth Services
Massachusetts
$687K -$66K -203 -9%
OCM
2717
Orion Capital Management
California
$687K – – –
TIP
2718
Tandem Investment Partners
New Jersey
$687K +$1.63K +5 +0.3%
BHWM
2719
Beaird Harris Wealth Management
Texas
$686K +$10.1K +31 +2%
BFP
2720
Birchwood Financial Partners
Minnesota
$685K – – –
CWMA
2721
Capstone Wealth Management (Alabama)
Alabama
$685K +$632K +1,942 New
OA
2722
Oxbow Advisors
Texas
$684K +$43.3K +133 +7%
EBA
2723
Eagle Bay Advisors
New York
$684K +$46.8K +144 +8%
GHA
2724
Good Harbor Advisors
Massachusetts
$683K -$59.2K -182 -9%
HHCP
2725
Hilton Head Capital Partners
South Carolina
$683K -$1.95K -6 -0.3%
107 108
109
110 111