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Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
4026
Coston McIsaac & Partners
Maine
$99K -$28.2K -77 -21%
SFFS
4027
Stonehage Fleming Financial Services
Jersey
$98.4K – – –
GWM
4028
Greenline Wealth Management
Florida
$98.1K +$104K +285 New
RCM
4029
Richardson Capital Management
Wisconsin
$98.1K – – –
PIS
4030
POM Investment Strategies
North Carolina
$91.3K -$22.3K -61 -19%
AP
4031
Aspect Partners
Virginia
$89.1K -$7.69K -21 -8%
EA
4032
Evolution Advisers
Virginia
$89K -$65.9K -180 -41%
GWSA
4033
Global Wealth Strategies & Associates
Colorado
$88.8K -$5.49K -15 -5%
EPAM
4034
Evelyn Partners Asset Management
$88.4K +$11K +30 +13%
UFF
4035
USA Financial Formulas
Michigan
$88.1K +$17.9K +49 +24%
BIM
4036
Breakwater Investment Management
Washington
$86K -$733 -2 -0.8%
FG
4037
Fairman Group
Pennsylvania
$86K – – –
RF
4038
Robinswood Financial
Washington
$85.4K +$733 +2 +0.8%
BCWM
4039
Ball & Co Wealth Management
Tennessee
$83K +$366 +1 +0.4%
MGI
4040
Miller Global Investments
Texas
$82.9K +$88.3K +241 New
FFL
4041
Financial Freedom LLC
Ohio
$82.1K – – –
BA
4042
Bard Associates
Illinois
$82K +$87.2K +238 New
TC
4043
Tacita Capital
Ontario, Canada
$80.5K -$3.66K -10 -4%
WPA
4044
Wealth Preservation Advisors
Tennessee
$79.8K -$366 -1 -0.4%
NMG
4045
New Millennium Group
Utah
$79.8K -$109K -298 -56%
CF
4046
Collier Financial
Colorado
$79.4K -$23.4K -64 -22%
AWM
4047
Activest Wealth Management
Florida
$77.9K +$8.79K +24 +12%
CWM
4048
Cedar Wealth Management
California
$77.8K – – –
CW
4049
Curio Wealth
Maryland
$75.6K +$9.52K +26 +14%
RWM
4050
Raffa Wealth Management
District of Columbia
$75.4K +$12.5K +34 +18%
160 161
162
163 164