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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
4326
WestHill Financial Advisors
California
$398K -$33K -54 -7%
SHF
4327
Stage Harbor Financial
Massachusetts
$398K -$6.12K -10 -1%
CCA
4328
Collaborative Capital Advisors
New York
$398K +$432K +706 New
GTAM
4329
Global Trust Asset Management
Florida
$397K -$85K -139 -16%
WWM
4330
WJ Wealth Management
Arizona
$397K -$12.2K -20 -3%
NCMW
4331
Northern Capital Management (Washington)
Washington
$396K +$19.6K +32 +5%
SI
4332
Stirlingshire Investments
New York
$396K +$22.6K +37 +6%
TFG
4333
Taylor Financial Group
Virginia
$396K – – –
BAM
4334
Burkett Asset Management
$394K -$1.22K -2 -0.3%
PP
4335
Pearl Planning
Michigan
$394K -$19.6K -32 -4%
PWM
4336
Positano Wealth Management
$393K +$23.8K +39 +6%
CS
4337
Crescent Sterling
Louisiana
$393K +$25.1K +41 +6%
LWMI
4338
Legacy Wealth Management (Idaho)
Idaho
$392K +$276K +452 +185%
LL
4339
LPWM LLC
Minnesota
$390K – – –
VWM
4340
Verus Wealth Management
Wisconsin
$390K – – –
FWM
4341
FMB Wealth Management
California
$390K +$9.17K +15 +2%
OHIS
4342
Oak Harvest Investment Services
Texas
$390K -$4.39M -7,176 -91%
LBC
4343
Leigh Baldwin & Co
New York
$389K -$222K -363 -34%
TGIA
4344
Torrey Growth & Income Advisors
California
$389K -$6.12K -10 -1%
PFM
4345
Peak Financial Management
Massachusetts
$388K -$179K -292 -30%
SPWG
4346
Sage Private Wealth Group
Illinois
$387K +$2.45K +4 +0.6%
RLH
4347
RD Lewis Holdings
Florida
$387K +$114K +186 +41%
CAM
4348
Columbia Asset Management
Michigan
$387K – – –
WIP
4349
WealthCare Investment Partners
Rhode Island
$387K +$97.2K +159 +30%
IIM
4350
Ironwood Investment Management
Massachusetts
$386K -$1.83K -3 -0.4%
172 173
174
175 176