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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2851
Warwick Investment Management
Texas
$438K -$4.47K -8 -1%
BAS
2852
Breakthru Advisory Services
Wisconsin
$436K +$11.7K +21 +3%
AWA
2853
Alta Wealth Advisors
Massachusetts
$435K +$124K +222 +41%
CW
2854
Code Waechter
Florida
$435K -$1.68K -3 -0.4%
NPT
2855
National Philanthropic Trust
Pennsylvania
$435K +$120K +214 +39%
PWP
2856
Ponta Wealth Partners
Florida
$435K +$426K +762 New
HFM
2857
Hartford Financial Management
Connecticut
$434K -$5.59K -10 -1%
LWM
2858
LeConte Wealth Management
Tennessee
$434K -$1.12K -2 -0.3%
RC
2859
Rovin Capital
Arizona
$433K +$75.5K +135 +22%
GA
2860
GoalVest Advisory
New York
$433K +$25.2K +45 +6%
CIM
2861
Capital Investment Management
Missouri
$430K +$421K +753 New
ITG
2862
Index Technologies Group
New York
$430K +$421K +753 New
RIP
2863
RAM Investment Partners
Washington
$429K -$235K -420 -36%
PCP
2864
Panoramic Capital Partners
Oregon
$429K -$12.9K -23 -3%
MIM
2865
Merrion Investment Management
New Jersey
$428K – – –
WAU
2866
Wellington-Altus USA
Manitoba, Canada
$428K +$419K +750 New
AWA
2867
Artemis Wealth Advisors
New York
$427K +$170K +304 +68%
RA
2868
Riversedge Advisors
Delaware
$424K -$162K -290 -28%
EAN
2869
Excelsior Advisor Network
Colorado
$424K +$415K +743 New
PWC
2870
Pathfinder Wealth Consulting
North Carolina
$424K +$415K +742 New
EA
2871
Emerald Advisors
Washington
$423K +$17.9K +32 +5%
PMFA
2872
Plante Moran Financial Advisors
Michigan
$423K +$559 +1 +0.1%
BWP
2873
Baldwin Wealth Partners
Massachusetts
$423K -$14K -25 -3%
LWM
2874
Level Wealth Management
North Carolina
$423K – – –
PA
2875
Planning Alternatives
Michigan
$422K +$138K +246 +50%
113 114
115
116 117