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Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
3351
Princeton Global Asset Management
New Jersey
$107K +$47.6K +86 +82%
SWIM
3352
Smallwood Wealth Investment Management
New Jersey
$106K – – –
AW
3353
Avion Wealth
Texas
$106K -$90.7K -164 -46%
RWM
3354
Raffa Wealth Management
District of Columbia
$105K +$7.19K +13 +7%
OPTFSNA
3355
Old Point Trust & Financial Services N A
Virginia
$104K – – –
JGIA
3356
Jackson Grant Investment Advisers
Connecticut
$103K – – –
ACM
3357
Anfield Capital Management
California
$103K – – –
MIM
3358
MTM Investment Management
South Carolina
$100K +$98.4K +178 New
HHMI
3359
Howard Hughes Medical Institute
Maryland
$98.9K +$97.3K +176 New
LC
3360
Lavaca Capital
Texas
$97.2K +$55.3K +100 +137%
RWA
3361
Redmont Wealth Advisors
Illinois
$97.2K +$80.2K +145 +518%
BIM
3362
Breakwater Investment Management
Washington
$95.5K – – –
GC
3363
Garde Capital
Washington
$92.7K – – –
FFA
3364
Frazier Financial Advisors
Ohio
$91.6K +$16.6K +30 +23%
FMTCOCP
3365
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$91K – – –
RWM
3366
Rialto Wealth Management
New York
$87.7K +$9.95K +18 +13%
ECM
3367
Estabrook Capital Management
New York
$86K – – –
HHGA
3368
Halbert Hargrove Global Advisors
California
$84.3K +$30.4K +55 +58%
BWM
3369
Bernard Wealth Management
Michigan
$81.5K – – –
KWM
3370
Kiker Wealth Management
Georgia
$81.5K -$16.6K -30 -17%
EP
3371
Essential Partners
California
$80.9K +$79.6K +144 New
PG
3372
Proffitt & Goodson
Tennessee
$79.2K +$14.4K +26 +23%
KG
3373
Kilter Group
New York
$78.7K +$77.4K +140 New
GJIA
3374
Glass Jacobson Investment Advisors
Maryland
$78.1K -$290K -524 -79%
GWSA
3375
Global Wealth Strategies & Associates
Colorado
$77K -$1.66K -3 -2%
133 134
135
136 137