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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1626
Cornerstone Wealth Group
North Carolina
$238K +$8.2K +18 +3%
FA
1627
Fermata Advisors
California
$237K -$6.38K -14 -2%
SAI
1628
Systematic Alpha Investments
New Jersey
$236K – – –
CF
1629
Claris Financial
Virginia
$236K +$257K +564 New
HCM
1630
HMS Capital Management
Tennessee
$236K – – –
LAM
1631
Lakewood Asset Management
Illinois
$235K – – –
VI
1632
VanderPol Investments
Michigan
$235K +$12.8K +28 +5%
CG
1633
CFO4Life Group
Texas
$235K +$19.6K +43 +8%
EA
1634
Emerald Advisors
Washington
$234K +$17.8K +39 +8%
MWA
1635
Motive Wealth Advisors
Michigan
$233K +$13.7K +30 +6%
BWP
1636
Baldwin Wealth Partners
Massachusetts
$233K -$54.2K -119 -18%
SIA
1637
Soltis Investment Advisors
Utah
$233K +$31K +68 +14%
GAB
1638
German American Bancorp
Indiana
$232K -$4.1K -9 -2%
HFS
1639
Hoge Financial Services
Pennsylvania
$232K -$9.11K -20 -3%
BSHC
1640
Breed's Hill Capital
Massachusetts
$231K +$251K +551 New
PAG
1641
Private Advisory Group
Washington
$231K +$251K +551 New
FMTC
1642
Farmers & Merchants Trust Company
California
$230K -$6.38K -14 -2%
FPW
1643
Flywheel Private Wealth
California
$230K +$250K +549 New
MWM
1644
Modern Wealth Management
Kansas
$230K +$250K +549 New
BWM
1645
BigSur Wealth Management
Florida
$229K +$2.28K +5 +0.9%
CWA
1646
CJM Wealth Advisers
Virginia
$229K – – –
OPCM
1647
Osborne Partners Capital Management
California
$228K +$10K +22 +4%
TC
1648
Trilogy Capital
California
$228K -$10K -22 -4%
MWM
1649
Manske Wealth Management
Texas
$227K +$247K +541 New
FMP
1650
Financial Management Professionals
Texas
$225K +$911 +2 +0.4%
64 65
66
67 68