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Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
3601
Traverso Chambers Private Wealth Management
California
$3.38M -$105K -295 -3%
TT
3602
TI-Trust
Illinois
$3.38M – – –
NFA
3603
Northern Financial Advisors
Michigan
$3.38M +$133K +373 +4%
GSIS
3604
Global Strategic Investment Solutions
Arizona
$3.38M +$4.98K +14 +0.2%
PMIA
3605
Patrick Mauro Investment Advisor
Illinois
$3.37M -$235K -660 -7%
EWS
3606
Evergreen Wealth Solutions
Pennsylvania
$3.37M -$177K -497 -5%
AFS
3607
Aft Forsyth & Sober
Florida
$3.36M +$356K +1,000 +13%
EWM
3608
Evergreen Wealth Management
Michigan
$3.35M +$45.6K +128 +1%
GB
3609
Goepper Burkhardt
South Carolina
$3.34M +$234K +657 +9%
VU
3610
Vanderbilt University
Tennessee
$3.34M +$904K +2,539 +40%
GPA
3611
Guerra Pan Advisors
New Jersey
$3.34M +$71.2K +200 +2%
FWP
3612
Falcon Wealth Planning
California
$3.33M +$1.09M +3,065 +53%
KOMWMG
3613
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.33M -$14.2K -40 -0.4%
RWI
3614
Red Wave Investments
Pennsylvania
$3.33M -$1.78K -5 -0.1%
GAM
3615
Gould Asset Management
California
$3.32M +$44.5K +125 +1%
VWA
3616
VERITY Wealth Advisors
United States
$3.32M – – –
DCM
3617
Delta Capital Management
New Jersey
$3.32M -$3.56K -10 -0.1%
WFG
3618
Wormser Freres Gestion
France
$3.31M +$3.16M +8,871 New
TIM
3619
Tortoise Investment Management
New York
$3.31M -$127K -356 -4%
FFAM
3620
Forge First Asset Management
Canada
$3.31M -$2.21M -6,200 -41%
CCB
3621
Cutter & Co Brokerage
Missouri
$3.31M -$24.6K -69 -0.8%
FWP
3622
Firethorn Wealth Partners
Georgia
$3.31M +$281K +790 +10%
SMH
3623
Sanders Morris Harris
Texas
$3.3M -$1.58M -4,443 -34%
TA
3624
Townsend & Associates
Colorado
$3.3M -$23.1K -65 -0.8%
WHAM
3625
Windmill Hill Asset Management
United Kingdom
$3.29M +$3.12M +8,757 New
143 144
145
146 147