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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1601
Lountzis Asset Management
Pennsylvania
$221K +$206K +475 New
FWTB
1602
First Western Trust Bank
Colorado
$220K +$205K +474 New
XWM
1603
Xcel Wealth Management
Florida
$220K +$205K +474 New
OWA
1604
Opal Wealth Advisors
New York
$219K +$204K +472 New
SPWM
1605
Schrum Private Wealth Management
Florida
$219K +$204K +472 New
OBWG
1606
Onyx Bridge Wealth Group
New York
$219K – – –
CIA
1607
Capital Investment Advisors
Georgia
$218K +$204K +470 New
AWE
1608
Avidian Wealth Enterprises
Texas
$217K +$203K +468 New
TFP
1609
Tilia Fiduciary Partners
North Carolina
$217K +$202K +467 New
ACGA
1610
Atlanta Consulting Group Advisors
Georgia
$215K +$200K +463 New
PHWM
1611
Pine Harbor Wealth Management
Maryland
$215K +$200K +463 New
GAB
1612
German American Bancorp
Indiana
$214K -$105K -243 -35%
PWM
1613
PBMares Wealth Management
Virginia
$214K +$199K +460 New
SIM
1614
Stratos Investment Management
Ohio
$213K -$18.6K -43 -9%
VI
1615
VanderPol Investments
Michigan
$213K +$199K +459 New
GWM
1616
GSB Wealth Management
Connecticut
$213K -$12.6K -29 -6%
ML
1617
Mayport LLC
Massachusetts
$213K +$199K +459 New
MWP
1618
Meridian Wealth Partners
Pennsylvania
$213K +$198K +458 New
FFA
1619
Fi3 Financial Advisors
Indiana
$211K +$216K +498 New
PSFG
1620
Prairie Sky Financial Group
Illinois
$210K +$196K +453 New
CWG
1621
Cornerstone Wealth Group
North Carolina
$210K +$196K +452 New
1WM
1622
1858 Wealth Management
Ohio
$210K – – –
SCP
1623
Shorepoint Capital Partners
Massachusetts
$209K +$195K +451 New
OPPS
1624
Obsidian Personal Planning Solutions
Maryland
$209K +$205K +474 New
DAM
1625
Doheny Asset Management
California
$209K +$195K +450 New
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