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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
3501
GEM Asset Management
Michigan
$5.83M -$227K -445 -4%
KCP
3502
Kera Capital Partners
California
$5.83M +$830K +1,627 +17%
KHCM
3503
Kirtland Hills Capital Management
Ohio
$5.83M +$494K +969 +9%
BSAM
3504
Blue Square Asset Management
New York
$5.83M +$38.3K +75 +0.7%
GB
3505
Goepper Burkhardt
South Carolina
$5.83M +$51.5K +101 +0.9%
HIF
3506
Hill Island Financial
Michigan
$5.82M +$18.4K +36 +0.3%
NWM
3507
NRI Wealth Management
California
$5.82M +$1.21M +2,379 +27%
PC
3508
Port Capital
Illinois
$5.82M -$1.41M -2,764 -20%
WG
3509
Winton Group
United Kingdom
$5.81M -$1.92M -3,758 -25%
TPW
3510
Turn8 Private Wealth
$5.81M -$59.2K -116 -1%
CFP
3511
Comprehensive Financial Planning
Pennsylvania
$5.8M +$1.26M +2,474 +28%
AWA
3512
Alta Wealth Advisors
Massachusetts
$5.78M -$104K -203 -2%
WMA
3513
William Mack & Associates
Michigan
$5.77M -$20.4K -40 -0.4%
VU
3514
Vanderbilt University
Tennessee
$5.77M -$1.52M -2,983 -21%
USWG
3515
U.S. Wealth Group
New York
$5.76M -$776K -1,522 -12%
GCM
3516
Gables Capital Management
Florida
$5.76M -$5.1K -10 -0.1%
MIA
3517
MeadowBrook Investment Advisors
Michigan
$5.75M +$2.55K +5 +0%
PWA
3518
Provenance Wealth Advisors
Florida
$5.75M +$18.9K +37 +0.3%
AI
3519
AXS Investments
New York
$5.74M -$1.97M -3,867 -26%
LGG
3520
Luts & Greenleigh Group
Maryland
$5.74M +$87.2K +171 +2%
BIA
3521
Bigelow Investment Advisors
Maine
$5.73M -$38.3K -75 -0.7%
WF
3522
Whelan Financial
California
$5.73M +$902K +1,769 +19%
CCG
3523
Coastwise Capital Group
California
$5.73M +$42.3K +83 +0.8%
NWMG
3524
National Wealth Management Group
Ohio
$5.72M +$3.01M +5,902 +115%
QCIG
3525
Quad-Cities Investment Group
Iowa
$5.72M -$113K -221 -2%
139 140
141
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