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Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
3576
MB, Levis & Associates
Pennsylvania
$4.74M -$11.5K -27 -0.2%
RA
3577
Rockingstone Advisors
Massachusetts
$4.73M +$129K +302 +3%
GWM
3578
Gitterman Wealth Management
New Jersey
$4.73M -$262K -616 -5%
CAM
3579
Cacti Asset Management
Georgia
$4.73M -$213K -500 -4%
AA
3580
Argent Advisors
Louisiana
$4.72M -$31.9K -75 -0.7%
FC
3581
Franchise Capital
Cayman Islands
$4.71M -$217K -510 -4%
CFM
3582
Capricorn Fund Managers
United Kingdom
$4.71M +$816K +1,916 +21%
PHWM
3583
Pine Harbor Wealth Management
Maryland
$4.7M -$36.2K -85 -0.8%
VCWM
3584
Vista Cima Wealth Management
Arizona
$4.7M +$4.75M +11,156 New
EW
3585
Elyxium Wealth
California
$4.7M -$2.82M -6,620 -37%
PC
3586
Pecaut & Co
Iowa
$4.7M +$14.1K +33 +0.3%
SWR
3587
Spahn Wealth & Retirement
Arizona
$4.69M +$4.74M +11,117 New
TWM
3588
TCFG Wealth Management
California
$4.68M -$472K -1,109 -9%
AIA
3589
Angeles Investment Advisors
California
$4.67M -$1.27M -2,986 -21%
CWM
3590
Challenger Wealth Management
California
$4.67M +$4.72M +11,073 New
IWM
3591
Iams Wealth Management
Nebraska
$4.67M +$285K +669 +6%
OPWM
3592
Oxinas Partners Wealth Management
Indiana
$4.66M +$304K +713 +7%
S
3593
Sachetta
Massachusetts
$4.66M -$127K -297 -3%
SPW
3594
Surience Private Wealth
Washington
$4.66M +$3.94M +9,249 +513%
OCA
3595
Otter Creek Advisors
Florida
$4.66M +$150K +351 +3%
PC
3596
Panoramic Capital
California
$4.65M +$4.7M +11,035 New
CMANY
3597
Capital Management Associates (New York)
New York
$4.63M -$590K -1,385 -11%
PG
3598
Proffitt & Goodson
Tennessee
$4.63M +$40.5K +95 +0.9%
GA
3599
GoalVest Advisory
New York
$4.62M -$3.83K -9 -0.1%
THCM
3600
Taylor Hoffman Capital Management
Virginia
$4.62M – – –
142 143
144
145 146