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Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
3476
Tiller Private Wealth
Pennsylvania
$201K +$209K +1,272 New
HCIA
3477
Hochman Cole Investment Advisors
Illinois
$201K +$210K +1,275 New
AWM
3478
Altus Wealth Management
Kentucky
$200K +$209K +1,270 New
PW
3479
Price Wealth
Texas
$198K +$3.13K +19 +2%
JPLA
3480
Joseph P. Lucia & Associates
New York
$197K +$64.3K +391 +46%
SCA
3481
Stuart Chaussee & Associates
California
$195K -$404K -2,456 -67%
WC
3482
Wexford Capital
Florida
$182K +$190K +1,155 New
TWP
3483
TFO Wealth Partners
Ohio
$180K -$13.2K -80 -7%
IF
3484
Ironwood Financial
Arizona
$170K -$65.8K -400 -27%
CFG
3485
CKW Financial Group
Hawaii
$170K -$42.8K -260 -19%
PCM
3486
Pinz Capital Management
New York
$158K – – –
CI
3487
CAZ Investments
Texas
$158K +$164K +1,000 New
GCM
3488
Grisanti Capital Management
New York
$150K – – –
WIM
3489
Westside Investment Management
California
$147K +$11M +66,853 New
DI
3490
Disciplined Investments
Oklahoma
$145K -$13.2K -80 -8%
APC
3491
Aspire Private Capital
North Carolina
$139K -$438K -2,665 -75%
LSA
3492
Lion Street Advisors
Texas
$130K -$192K -1,165 -59%
LPWM
3493
Lake Point Wealth Management
Texas
$123K +$31.6K +192 +33%
MDCM
3494
Morgan Dempsey Capital Management
Wisconsin
$122K – – –
CCMW
3495
Cypress Capital Management (Wyoming)
Wyoming
$120K +$15.6K +95 +14%
NICM
3496
Neo Ivy Capital Management
New York
$119K +$124K +757 New
WCM
3497
Wealthcare Capital Management
Virginia
$108K -$70.9K -431 -39%
FA
3498
Forefront Analytics
Pennsylvania
$102K +$106K +644 New
SC
3499
Steph & Co
Wisconsin
$100K – – –
OAJ
3500
Ogorek Anthony Joseph
New York
$91K +$8.22K +50 +9%
138 139
140
141 142