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Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1776
JB Capital
Connecticut
$222K +$216K +473 New
GWM
1777
Gibbs Wealth Management
Georgia
$222K +$216K +473 New
OPPS
1778
Obsidian Personal Planning Solutions
Maryland
$222K – – –
SPWM
1779
Schrum Private Wealth Management
Florida
$221K – – –
CFS
1780
CRA Financial Services
New Jersey
$221K +$4.56K +10 +2%
ML
1781
Mayport LLC
Massachusetts
$220K +$5.02K +11 +2%
PWAM
1782
Private Wealth Asset Management
Iowa
$220K +$2.28K +5 +1%
CWM
1783
Challenger Wealth Management
California
$219K -$113K -247 -35%
VCM
1784
Vivaldi Capital Management
Illinois
$217K +$9.13K +20 +5%
SRC
1785
Sage Rhino Capital
California
$217K +$2.74K +6 +1%
JIP
1786
Jaffetilchin Investment Partners
Florida
$216K -$12.8K -28 -6%
WA
1787
Wealthstream Advisors
New York
$214K +$209K +457 New
GBT
1788
Grove Bank & Trust
Florida
$214K -$9.13K -20 -4%
PHWM
1789
Pine Harbor Wealth Management
Maryland
$214K -$2.74K -6 -1%
GA
1790
GSG Advisors
New Jersey
$214K -$1.83K -4 -0.9%
CCA
1791
Cottonwood Capital Advisors
Utah
$214K – – –
LI
1792
LMCG Investments
Massachusetts
$214K – – –
MWP
1793
Meridian Wealth Partners
Pennsylvania
$214K +$7.76K +17 +4%
BSTWA
1794
Blake Schutter Theil Wealth Advisors
Ohio
$213K -$1.83K -4 -0.9%
PJWM
1795
Philip James Wealth Mangement
Georgia
$213K +$9.13K +20 +5%
WA
1796
Whipplewood Advisors
Colorado
$213K -$17.3K -38 -8%
1M
1797
1248 Management
Missouri
$213K – – –
GWS
1798
Greykasell Wealth Strategies
California
$213K – – –
EL
1799
EWA LLC
Pennsylvania
$212K +$207K +453 New
BWM
1800
BlackDiamond Wealth Management
New York
$212K +$203K +445 New
70 71
72
73 74