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Name Holding Trade Value Shares
Change 		Change in
Stake
W
2926
Wealthquest
Ohio
$4.84M +$456K +1,379 +10%
PCM
2927
Perkins Capital Management
Minnesota
$4.84M – – –
LC
2928
Legacy CG
Texas
$4.84M -$218K -661 -4%
CWP
2929
Curated Wealth Partners
California
$4.83M +$12.2K +37 +0.2%
GIM
2930
Guardian Investment Management
California
$4.83M -$292K -885 -5%
WCG
2931
Weaver Consulting Group
California
$4.83M -$91.5K -277 -2%
DA
2932
Duality Advisers
Florida
$4.82M +$5.05M +15,278 New
BHIC
2933
Bassett Hargrove Investment Counsel
Delaware
$4.82M -$8.92K -27 -0.2%
WAM
2934
WNY Asset Management
New York
$4.82M -$12.9K -39 -0.3%
KIG
2935
Kowal Investment Group
Wisconsin
$4.81M -$11.2K -34 -0.2%
NSB
2936
Norway Savings Bank
Maine
$4.81M +$4.3K +13 +0.1%
TIM
2937
Thornburg Investment Management
New Mexico
$4.81M +$330 +1 +0%
SAM
2938
Summit Asset Management
Tennessee
$4.81M +$144K +436 +3%
IWM
2939
Integris Wealth Management
California
$4.8M -$70.4K -213 -1%
WCFA
2940
Walkner Condon Financial Advisors
Wisconsin
$4.79M +$47.6K +144 +1%
AAA
2941
Adams Asset Advisors
Texas
$4.79M – – –
KCM
2942
Kathmere Capital Management
Pennsylvania
$4.79M +$221K +668 +5%
LCM
2943
Lazari Capital Management
California
$4.79M +$185K +561 +4%
GCGDR
2944
Geo Capital Gestora de Recursos
Brazil
$4.79M -$503K -1,521 -9%
AGWCA
2945
Annis Gardner Whiting Capital Advisors
Florida
$4.78M +$5.01M +15,149 New
SWM
2946
Sugarloaf Wealth Management
Georgia
$4.78M -$327K -991 -6%
HFBOT
2947
Home Federal Bank of Tennessee
Tennessee
$4.77M -$54.2K -164 -1%
RLIM
2948
Red Lighthouse Investment Management
New York
$4.77M +$88.2K +267 +2%
CIA
2949
Citadel Investment Advisory
Ohio
$4.76M – – –
DOA
2950
D'Orazio & Associates
Virginia
$4.76M +$119K +359 +2%
116 117
118
119 120