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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2776
Trellis Wealth Advisors
California
$4.72M +$137K +536 +3%
AP
2777
Adero Partners
California
$4.72M -$86.7K -340 -2%
SP
2778
Successful Portfolios
Florida
$4.72M -$127K -497 -3%
JDR
2779
Jay D. Rosenbaum
$4.72M +$106K +414 +3%
SJL
2780
Shayne & Jacobs LLC
Tennessee
$4.71M – – –
GWA
2781
GGM Wealth Advisors
Maryland
$4.71M -$26.5K -104 -0.6%
DCM
2782
DGS Capital Management
New Jersey
$4.71M +$306K +1,200 +8%
WCG
2783
Weaver Consulting Group
California
$4.7M +$144K +565 +4%
LAI
2784
Legal Advantage Investments
California
$4.7M – – –
SWA
2785
Sax Wealth Advisors
New Jersey
$4.7M -$458K -1,794 -10%
CA
2786
Capital Advantage
California
$4.69M -$207K -811 -5%
WFI
2787
West Family Investments
California
$4.69M +$257K +1,009 +7%
PWMG
2788
Pinnacle Wealth Management Group
Michigan
$4.69M -$226K -887 -5%
IF
2789
Intrua Financial
Texas
$4.68M +$52.8K +207 +1%
IAMOG
2790
Investors Asset Management of Georgia
Georgia
$4.68M +$51K +200 +1%
BBWA
2791
Bell & Brown Wealth Advisors
California
$4.68M -$337K -1,323 -8%
KWM
2792
Kolinsky Wealth Management
New Jersey
$4.68M -$34.9K -137 -0.8%
FAP
2793
Financial Advisory Partners
Florida
$4.67M -$56.9K -223 -1%
AFG
2794
Atomi Financial Group
New York
$4.67M +$4.13M +16,204 New
NCM
2795
NCM Capital Management
New Jersey
$4.66M -$2.55K -10 -0.1%
CCM
2796
Chickasaw Capital Management
Tennessee
$4.66M – – –
AWM
2797
Accurate Wealth Management
Florida
$4.66M -$1.1M -4,315 -21%
OP
2798
ORG Partners
Indiana
$4.65M +$4.12M +16,142 New
VCM
2799
Vivaldi Capital Management
Illinois
$4.64M -$2.14M -8,384 -34%
CW
2800
Channel Wealth
California
$4.64M +$4.11M +16,102 New
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112
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