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Name Holding Trade Value Shares
Change 		Change in
Stake
COI
2851
Connable Office Inc
Michigan
$420K – – –
LP
2852
LGL Partners
Pennsylvania
$420K +$38.1K +100 +11%
LWMG
2853
Levy Wealth Management Group
Pennsylvania
$419K +$1.14K +3 +0.3%
WWP
2854
Waypoint Wealth Partners
California
$419K +$107K +280 +38%
AIM
2855
Axiom Investment Management
New York
$418K +$1.9K +5 +0.5%
WCM
2856
Wallace Capital Management
Texas
$418K +$56K +147 +17%
SC
2857
Stephens Consulting
Michigan
$416K +$382K +1,003 New
EHAM
2858
Eagle Harbor Asset Management
Washington
$416K +$382K +1,003 New
BA
2859
Bluesphere Advisors
Pennsylvania
$416K – – –
GWA
2860
GGM Wealth Advisors
Maryland
$416K – – –
APA
2861
Astoria Portfolio Advisors
New York
$416K +$381K +1,002 New
JHP
2862
James Hambro & Partners
United Kingdom
$415K -$266K -700 -41%
HWM
2863
Hemington Wealth Management
Virginia
$415K -$264K -693 -31%
BWM
2864
Birchcreek Wealth Management
Ohio
$415K – – –
TSS
2865
Thomas Story & Son
Indiana
$415K – – –
CPIA
2866
Cornell Pochily Investment Advisors
New York
$414K -$5.71K -15 -1%
TA
2867
Trellis Advisors
Washington
$413K -$2.28K -6 -0.6%
PP
2868
PrairieView Partners
Minnesota
$413K +$28.9K +76 +8%
AWP
2869
Abacus Wealth Partners
California
$412K -$59.4K -156 -14%
HFS
2870
HBC Financial Services
Washington
$412K – – –
AWM
2871
Accel Wealth Management
Iowa
$411K +$270K +709 +252%
NC
2872
NinePointTwo Capital
California
$410K – – –
PCM
2873
Pointe Capital Management
Michigan
$410K +$3.81K +10 +1%
SPWG
2874
Sage Private Wealth Group
Illinois
$409K +$7.23K +19 +2%
CAN
2875
Claraphi Advisory Network
United States
$409K +$92.1K +242 +32%
113 114
115
116 117