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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
3551
Dorato Capital Management
Colorado
$109K +$112K +200 New
SWIM
3552
Smallwood Wealth Investment Management
New Jersey
$108K – – –
BW
3553
Basepoint Wealth
Iowa
$106K +$104K +186 New
JGIA
3554
Jackson Grant Investment Advisers
Connecticut
$105K – – –
ACM
3555
Anfield Capital Management
California
$104K – – –
IW
3556
Imprint Wealth
South Carolina
$104K -$86.6K -155 -46%
BIM
3557
Breakwater Investment Management
Washington
$102K – – –
CJ
3558
Caitlin John
Michigan
$101K -$58.1K -104 -37%
HHMI
3559
Howard Hughes Medical Institute
Maryland
$101K – – –
RWA
3560
Redmont Wealth Advisors
Illinois
$98.8K – – –
HWP
3561
Highline Wealth Partners
California
$97.7K +$8.38K +15 +10%
OC
3562
Optima Capital
Oregon
$96.5K +$94.5K +169 New
MIM
3563
MTM Investment Management
South Carolina
$95.3K -$6.15K -11 -6%
VC
3564
Vestor Capital
Illinois
$95K +$1.33M +2,388 +1,372%
SC
3565
Steph & Co
Wisconsin
$94.2K +$24K +43 +35%
FMTCOCP
3566
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$92K – – –
AWA
3567
Acumen Wealth Advisors
Tennessee
$90.8K +$88.9K +159 New
SPF
3568
South Plains Financial
Texas
$90.8K +$88.9K +159 New
RWM
3569
Rialto Wealth Management
New York
$90.2K -$1.12K -2 -1%
AFC
3570
Ares Financial Consulting
California
$89.2K +$87.2K +156 New
LWMI
3571
Legacy Wealth Management (Idaho)
Idaho
$89.1K +$30.7K +55 +54%
ECM
3572
Estabrook Capital Management
New York
$87.3K – – –
OAJ
3573
Ogorek Anthony Joseph
New York
$86K -$7.27K -13 -8%
SC
3574
Swan Capital
Florida
$85.8K +$14K +25 +20%
SN
3575
Sittner & Nelson
Oregon
$85.1K +$35.2K +63 +68%
141 142
143
144 145