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Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
2101
Zhang Financial
Michigan
$439K +$37K +608 +9%
GTAM
2102
Global Trust Asset Management
Florida
$439K +$85.1K +1,400 +25%
BB
2103
Berkshire Bank
Massachusetts
$438K +$9.43K +155 +2%
ICP
2104
Interchange Capital Partners
Pennsylvania
$437K -$74.2K -1,220 -15%
SWP
2105
Summit Wealth Partners
Florida
$437K – – –
FSA
2106
Fort Sheridan Advisors
Illinois
$435K – – –
PWM
2107
Provident Wealth Management
Tennessee
$435K +$3.22K +53 +0.8%
WPP
2108
Whalerock Point Partners
Rhode Island
$433K – – –
GAM
2109
Gould Asset Management
California
$432K -$2.74K -45 -0.6%
TWM
2110
Tradition Wealth Management
Minnesota
$432K +$7.6K +125 +2%
CS
2111
Comerica Securities
Michigan
$431K -$91.6K -1,506 -18%
FWM
2112
FSA Wealth Management
Massachusetts
$431K – – –
ACP
2113
Aviance Capital Partners
Florida
$430K -$2.55K -42 -0.6%
RDWM
2114
Red Door Wealth Management
Tennessee
$429K -$1.52K -25 -0.4%
LC
2115
Landaas & Company
Wisconsin
$429K – – –
TC
2116
Tatro Capital
Kentucky
$429K +$2.01K +33 +0.5%
IF
2117
IRON Financial
Illinois
$429K +$170K +2,799 +68%
MPCG
2118
Matrix Private Capital Group
New York
$428K -$22.4K -368 -5%
PI
2119
Pettee Investors
Connecticut
$428K – – –
PWAG
2120
Polaris Wealth Advisory Group
California
$427K -$12.2K -200 -3%
SMA
2121
Sage Mountain Advisors
Georgia
$426K -$791K -13,000 -65%
PSC
2122
Prentiss Smith & Co
Vermont
$426K -$70.9K -1,166 -14%
TIA
2123
Tiemann Investment Advisors
California
$425K -$73.9K -1,215 -15%
1WM
2124
1900 Wealth Management
Texas
$425K +$7.91K +130 +2%
CAMG
2125
CWA Asset Management Group
Florida
$424K +$9.73K +160 +2%
83 84
85
86 87