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Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
3351
Traverso Chambers Private Wealth Management
California
$2.64M +$89.3K +350 +4%
PCM
3352
Pointe Capital Management
Michigan
$2.64M +$49.7K +195 +2%
KLWA
3353
Kelly Lawrence W & Associates
California
$2.64M – – –
GWI
3354
Grace & White Inc
New York
$2.64M – – –
GA
3355
Goldstein Advisors
Wisconsin
$2.63M -$521K -2,043 -18%
HPM
3356
Hoxton Planning & Management
West Virginia
$2.63M -$188K -736 -7%
JWM
3357
Jessup Wealth Management
Ohio
$2.63M +$152K +597 +7%
AA
3358
AlphaQ Advisors
Florida
$2.63M -$214K -838 -8%
TCM
3359
True Capital Management
California
$2.63M +$197K +772 +9%
DCM
3360
Delta Capital Management
New Jersey
$2.63M -$10.2K -40 -0.4%
EWM
3361
Evergreen Wealth Management
Michigan
$2.62M +$29.8K +117 +1%
OW
3362
Olistico Wealth
Oklahoma
$2.62M +$129K +506 +6%
MWM
3363
Massachusetts Wealth Management
Massachusetts
$2.62M -$44.6K -175 -2%
CWM
3364
Concentrum Wealth Management
California
$2.61M -$77.8K -305 -3%
TT
3365
TI-Trust
Illinois
$2.61M – – –
PW
3366
Peninsula Wealth
California
$2.61M -$233K -913 -9%
CCB
3367
Cutter & Co Brokerage
Missouri
$2.61M +$57.1K +224 +3%
SPP
3368
Single Point Partners
Massachusetts
$2.6M +$657K +2,577 +40%
CRI
3369
Colonial River Investments
Virginia
$2.6M +$6.63K +26 +0.3%
BWM
3370
Baron Wealth Management
Michigan
$2.6M +$40.8K +160 +2%
MIM
3371
Merrion Investment Management
New Jersey
$2.6M -$19.1K -75 -0.8%
LFA
3372
Landmark Financial Advisors
Kentucky
$2.6M -$410K -1,606 -15%
IA
3373
IAM Advisory
Pennsylvania
$2.6M -$710K -2,783 -24%
TFO
3374
Tarbox Family Office
California
$2.59M -$2.04K -8 -0.1%
LBWM
3375
Left Brain Wealth Management
Illinois
$2.59M +$85.5K +335 +4%
133 134
135
136 137