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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
2676
Cerro Pacific Wealth Advisors
California
$550K -$105K -188 -16%
GWCM
2677
Godshalk Welsh Capital Management
Pennsylvania
$548K – – –
RCP
2678
Rothschild Capital Partners
New York
$548K – – –
PHWM
2679
Palatine Hill Wealth Management
Michigan
$547K +$536K +958 New
FWP
2680
Firethorn Wealth Partners
Georgia
$546K -$78.3K -140 -13%
IIM
2681
Ipswich Investment Management
Massachusetts
$546K -$157K -281 -23%
PM
2682
Pembroke Management
Quebec, Canada
$545K +$90K +161 +20%
LWA
2683
Legacy Wealth Advisors
Florida
$543K +$532K +952 New
LWM
2684
Liberty Wealth Management
California
$543K -$6.71K -12 -1%
NRG
2685
Nemes Rush Group
Michigan
$543K +$107K +192 +25%
CCM
2686
Coerente Capital Management
Ontario, Canada
$542K +$531K +950 New
OFS
2687
Oldfather Financial Services
Nebraska
$541K +$94.5K +169 +22%
SCA
2688
Sandy Cove Advisors
Massachusetts
$541K +$12.9K +23 +2%
VCP
2689
Verus Capital Partners
Arizona
$540K +$33.5K +60 +7%
DO
2690
denkapparat Operations
Germany
$540K – – –
DAC
2691
Dutch Asset Corp
New York
$540K +$528K +945 New
PIM
2692
Pullen Investment Management
Florida
$539K – – –
ALAM
2693
Asahi Life Asset Management
Japan
$539K -$15.7K -28 -3%
OC
2694
Opal Capital
Florida
$539K +$555K +992 New
MWM
2695
MBE Wealth Management
Wisconsin
$538K – – –
NEWAS
2696
N.E.W. Advisory Services
Wisconsin
$538K +$212K +380 +67%
PJWM
2697
Philip James Wealth Mangement
Georgia
$536K +$41.4K +74 +9%
PW
2698
Pandora Wealth
Illinois
$535K -$44.7K -80 -8%
G
2699
GenTrust
Florida
$535K +$101K +181 +24%
CWA
2700
Consilio Wealth Advisors
Washington
$535K -$26.8K -48 -5%
106 107
108
109 110