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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2976
Peak Asset Management
Colorado
$280K +$291K +948 New
SC
2977
Sonen Capital
California
$279K +$3.07K +10 +1%
W
2978
WealthOne
New York
$279K +$2.76K +9 +1%
AR
2979
Apeiron RIA
Texas
$278K -$16.6K -54 -5%
CSIA
2980
Charles Schwab Investment Advisory
California
$277K +$39.6K +129 +16%
HG
2981
Harbor Group
New Hampshire
$277K +$288K +939 New
FFG
2982
Fortem Financial Group
California
$276K – – –
PCM
2983
Poehling Capital Management
Wisconsin
$275K – – –
SGWM
2984
Sterling Group Wealth Management
California
$275K +$68.7K +224 +32%
PAG
2985
Paladin Advisory Group
Iowa
$274K +$285K +930 New
GWWM
2986
Great Waters Wealth Management
Minnesota
$274K -$9.81K -32 -3%
SFG
2987
Sterling Financial Group
California
$273K – – –
BMWM
2988
Brown Miller Wealth Management
Virginia
$272K -$1.53K -5 -0.5%
EI
2989
Ellevest Inc
New York
$272K -$614K -2,004 -69%
AAP
2990
Arax Advisory Partners
Colorado
$271K -$4.6K -15 -2%
CWM
2991
Compass Wealth Management
Connecticut
$269K +$5.52K +18 +2%
RIS
2992
Retirement Income Solutions
Michigan
$269K +$24.5K +80 +10%
AAM
2993
Augustine Asset Management
Florida
$268K +$2.15K +7 +0.8%
ORC
2994
O'Rourke & Company
Massachusetts
$267K -$1.84K -6 -0.7%
SC
2995
Saybrook Capital
North Carolina
$266K – – –
RCG
2996
Resource Consulting Group
Florida
$266K – – –
AA
2997
Alesco Advisors
New York
$264K +$31.9K +104 +13%
APW
2998
Aurora Private Wealth
New Jersey
$263K -$70.8K -231 -21%
SA
2999
Syntax Advisors
New York
$263K +$27K +88 +11%
VCG
3000
Vantage Consulting Group
Virginia
$263K +$27K +88 +11%
118 119
120
121 122