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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
3101
Grisanti Capital Management
New York
$132K – – –
LGWM
3102
Litman Gregory Wealth Management
California
$125K -$117K -852 -49%
JPLA
3103
Joseph P. Lucia & Associates
New York
$122K +$9.21K +67 +8%
APSP
3104
Asset Planning Services (Pennsylvania)
Pennsylvania
$121K +$413 +3 +0.3%
VEA
3105
Virtus ETF Advisers
New York
$120K +$39.3K +286 +50%
MDCM
3106
Morgan Dempsey Capital Management
Wisconsin
$111K – – –
PW
3107
Price Wealth
Texas
$104K – – –
PHK
3108
Point72 Hong Kong
Hong Kong
$96K +$95.2K +692 New
CCMW
3109
Cypress Capital Management (Wyoming)
Wyoming
$93K – – –
1NWS
3110
1 North Wealth Services
Maryland
$93K +$92K +669 New
PRC
3111
Pearl River Capital
Michigan
$92K -$38.2K -278 -30%
AGA
3112
Accuvest Global Advisors
Utah
$89K -$1.62M -11,801 -95%
CJA
3113
C-J Advisory
California
$89K – – –
WC
3114
Weil Company
California
$87K +$85.8K +624 New
BC
3115
Barnett & Company
Tennessee
$81K +$16K +116 +25%
WCM
3116
Wealthcare Capital Management
Virginia
$77K +$138 +1 +0.2%
AWM
3117
Avondale Wealth Management
Texas
$74K -$5.5K -40 -7%
MAU
3118
MRA Associates USA
Arizona
$73.3K -$303K -2,202 -81%
MGI
3119
MayTech Global Investments
New York
$73K – – –
IFA
3120
Interactive Financial Advisors
Illinois
$70K – – –
OAJ
3121
Ogorek Anthony Joseph
New York
$43K – – –
AM
3122
Atwater Malick
Pennsylvania
$37K +$36.2K +263 New
MG
3123
MilWealth Group
Wisconsin
$36.1K – – –
SWM
3124
Selective Wealth Management
Virginia
$36K +$35.3K +257 New
AWA
3125
Artemis Wealth Advisors
New York
$30.7K – – –
123 124
125
126 127