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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
5301
Belleair Asset Management
Florida
$1.26M +$1.31M +2,606 New
GCM
5302
Glaxis Capital Management
Florida
$1.26M -$501K -1,000 -28%
AWM
5303
Avaii Wealth Management
Wisconsin
$1.26M -$21.5K -43 -2%
WFA
5304
WJ Financial Advisors
Connecticut
$1.26M +$30.1K +60 +2%
PIFP
5305
Partners in Financial Planning
Virginia
$1.25M +$12K +24 +0.9%
HA
5306
HFG Advisors
Ohio
$1.25M +$441K +881 +52%
SWA
5307
Serenus Wealth Advisors
California
$1.25M +$20.5K +41 +2%
TWG
5308
The Wealth Group
Minnesota
$1.25M +$114K +227 +10%
BAM
5309
Burkett Asset Management
$1.25M +$1.29M +2,581 New
MW
5310
Marrick Wealth
California
$1.25M +$1.29M +2,580 New
TFA
5311
TPG Financial Advisors
Oregon
$1.25M +$79.7K +159 +7%
DWM
5312
Dopkins Wealth Management
New York
$1.24M – – –
RIM
5313
Reliant Investment Management
Tennessee
$1.24M -$46.1K -92 -3%
SHFC
5314
Safe Harbor Family Capital
North Carolina
$1.24M +$1.28M +2,562 New
RA
5315
Rubicon Advisors
California
$1.24M +$1.28M +2,561 New
SM
5316
Sensible Money
Arizona
$1.24M -$25.6K -51 -2%
KRW
5317
Kaufman Rossin Wealth
Florida
$1.24M -$92.2K -184 -7%
WAM
5318
Winslow Asset Management
Ohio
$1.23M -$11K -22 -0.9%
AIA
5319
Alternative Investment Advisors
Florida
$1.23M +$14K +28 +1%
MSRI
5320
Michael S. Ryan Inc
New York
$1.23M – – –
AWM
5321
Act Wealth Management
Texas
$1.23M -$23.1K -46 -2%
MPW
5322
MGO Private Wealth
California
$1.23M -$55.1K -110 -4%
CCM
5323
Carmel Capital Management
California
$1.23M – – –
CPP
5324
Capasso Planning Partners
South Carolina
$1.23M +$673K +1,343 +112%
KV
5325
Kickstand Ventures
New York
$1.22M +$27.6K +55 +2%
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