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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
4176
Abacus Wealth Partners
California
$352K +$77.4K +120 +24%
AWP
4177
Axis Wealth Partners
Rhode Island
$350K – – –
BM
4178
Belfer Management
New York
$350K +$6.45K +10 +2%
CB
4179
Chris Bulman
California
$350K +$72.3K +112 +23%
SAA
4180
Southeast Asset Advisors
Georgia
$349K -$5.81K -9 -1%
BW
4181
Balance Wealth
Ohio
$348K +$390K +604 New
ACM
4182
Armbruster Capital Management
New York
$348K +$3.23K +5 +0.8%
WWP
4183
Wise Wealth Partners
Arizona
$347K – – –
OAJ
4184
Ogorek Anthony Joseph
New York
$347K +$186K +289 +92%
CFO
4185
Collective Family Office
Pennsylvania
$347K -$5.16K -8 -1%
SWG
4186
Summit Wealth Group
Vermont
$346K -$1.29K -2 -0.3%
FAM
4187
Forte Asset Management
New York
$346K – – –
SFB
4188
STAR Financial Bank
Indiana
$346K +$3.23K +5 +0.8%
TA
4189
Teramo Advisors
Florida
$346K +$387K +600 New
VFP
4190
Verus Financial Partners
Virginia
$345K +$50.3K +78 +13%
JWWM
4191
Johnson & White Wealth Management
Pennsylvania
$345K +$1.94K +3 +0.5%
HKAM
4192
Horizon Kinetics Asset Management
New York
$345K +$9.68K +15 +3%
PWM
4193
PBMares Wealth Management
Virginia
$343K -$704K -1,091 -65%
OIC
4194
Orion Investment Company
Missouri
$343K – – –
TF
4195
Tompkins Financial
New York
$343K +$28.4K +44 +8%
GIM
4196
Gold Investment Management
Alberta, Canada
$341K -$157K -243 -29%
TWM
4197
TriaGen Wealth Management
California
$340K -$935K -1,450 -71%
SW
4198
StrongBox Wealth
Missouri
$339K -$9.68K -15 -2%
POIA
4199
Pin Oak Investment Advisors
Texas
$339K – – –
GWWM
4200
Great Waters Wealth Management
Minnesota
$339K -$7.74K -12 -2%
166 167
168
169 170