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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
2976
SSI Investment Management
California
$308K – – –
AIA
2977
AIMZ Investment Advisors
California
$308K – – –
CFO
2978
Custos Family Office
Texas
$308K -$3.69K -7 -1%
BCP
2979
Blackhawk Capital Partners
Wisconsin
$307K +$5.27K +10 +2%
MWP
2980
Meridian Wealth Partners
Pennsylvania
$306K +$5.79K +11 +2%
WOSD
2981
WFA of San Diego
California
$306K -$26.3K -50 -8%
GIP
2982
Greatmark Investment Partners
Georgia
$305K – – –
CWWM
2983
Clear Wave Wealth Management
New Jersey
$305K +$322K +611 New
FEG
2984
Financial Enhancement Group
Indiana
$305K +$6.85K +13 +2%
JFGLC
2985
Johnson Financial Group LLC (Colorado)
Colorado
$305K +$321K +610 New
EPA
2986
Element Pointe Advisors
Florida
$304K – – –
TWA
2987
Tulsa Wealth Advisors
Oklahoma
$303K -$347K -658 -52%
Members Trust
2988
Members Trust
Florida
$302K +$14.2K +27 +5%
FWP
2989
Falcon Wealth Planning
California
$302K -$96.9K -184 -23%
MPIA
2990
Mountain Pacific Investment Advisers
Idaho
$302K – – –
ES
2991
Eagle Strategies
New York
$301K -$1.54M -2,918 -83%
OWA
2992
Octavia Wealth Advisors
Ohio
$301K -$26.3K -50 -8%
FFW
2993
Fusion Family Wealth
New York
$301K – – –
GCA
2994
Genesee Capital Advisors
New York
$300K -$6.32K -12 -2%
LW
2995
Livet Wealth
Utah
$300K -$15.3K -29 -5%
CCM
2996
Consolidated Capital Management
California
$300K – – –
TBC
2997
Ted Buchan & Co
California
$300K – – –
HIF
2998
Hill Island Financial
Michigan
$300K +$40K +76 +15%
NPT
2999
National Philanthropic Trust
Pennsylvania
$298K -$86.9K -165 -22%
PGFG
3000
Pine Grove Financial Group
Minnesota
$298K +$6.85K +13 +2%