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Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1851
Cooper/Haims Advisors
New York
$307K +$24.6K +537 +8%
HCMG
1852
Howard Capital Management Group
California
$307K – – –
WIM
1853
Westside Investment Management
California
$306K – – –
EFP
1854
Elser Financial Planning
Indiana
$306K +$2.25K +49 +0.8%
IIM
1855
Ironwood Investment Management
Massachusetts
$306K -$1.01K -22 -0.3%
LEA
1856
Legacy Edge Advisors
New York
$306K -$42K -917 -12%
SW
1857
SMART Wealth
Nebraska
$305K -$30.1K -657 -9%
IWN
1858
Independent Wealth Network
Iowa
$304K -$141K -3,087 -31%
LCM
1859
Lazari Capital Management
California
$303K +$14.8K +323 +5%
CA
1860
Claro Advisors
Massachusetts
$303K +$15K +327 +5%
SP
1861
Symmetry Partners
Connecticut
$302K -$47.5K -1,037 -13%
FFC
1862
First Financial Corp
Indiana
$302K -$13.8K -300 -4%
WWMSC
1863
Wagner Wealth Management (South Carolina)
South Carolina
$302K – – –
AA
1864
Alesco Advisors
New York
$302K -$458 -10 -0.1%
FWP
1865
Family Wealth Partners
North Carolina
$302K -$9.21K -201 -3%
OCM
1866
One Capital Management
California
$302K +$313K +6,838 New
FCG
1867
Fielder Capital Group
Tennessee
$301K -$57K -1,244 -15%
HPIA
1868
Hamilton Point Investment Advisors
North Carolina
$300K – – –
CW
1869
Channel Wealth
California
$299K +$367 +8 +0.1%
NDSI
1870
Newman Dignan & Sheerar Inc
Rhode Island
$299K +$12.6K +274 +4%
CWM
1871
Cranbrook Wealth Management
Michigan
$299K – – –
CC
1872
Cadinha & Co
Hawaii
$299K – – –
SMA
1873
Sage Mountain Advisors
Georgia
$298K -$825K -17,995 -73%
VWA
1874
VSM Wealth Advisory
Maryland
$297K – – –
OBWG
1875
Onyx Bridge Wealth Group
New York
$297K -$270K -5,897 -47%
73 74
75
76 77