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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
5526
Global Wealth Management
New Jersey
$717K +$95.8K +229 +13%
BCI
5527
Blue Capital Inc
Nebraska
$715K -$34.7K -83 -4%
AWA
5528
Adapt Wealth Advisors
Georgia
$714K -$42.3K -101 -5%
JWM
5529
JDH Wealth Management
California
$714K +$210K +502 +35%
TWD
5530
True Wealth Design
Ohio
$713K +$246K +587 +44%
HAP
5531
Harbor Asset Planning
Massachusetts
$712K – – –
SHIM
5532
Stone House Investment Management
Pennsylvania
$711K +$20.9K +50 +3%
SAP
5533
Strategic Advisory Partners
North Carolina
$709K -$76.2K -182 -9%
GC
5534
Giverny Capital
Quebec, Canada
$707K +$86.2K +206 +12%
GCIG
5535
Grand Central Investment Group
Florida
$706K – – –
MF
5536
Manuka Financial
Virginia
$706K -$5.02K -12 -0.6%
LIM
5537
Letson Investment Management
Georgia
$704K – – –
WAG
5538
Windsor Advisory Group
Ohio
$703K -$122K -291 -13%
HHGC
5539
Hunting Hill Global Capital
New York
$703K +$795K +1,900 New
MFG
5540
Mann Financial Group
Minnesota
$702K +$15.9K +38 +2%
UFA
5541
Uptown Financial Advisors
Texas
$700K +$4.6K +11 +0.6%
GWM
5542
Grand Wealth Management
Michigan
$699K +$489K +1,168 +162%
MCM
5543
MontVue Capital Management
Virginia
$699K – – –
JSA
5544
Jim Saulnier & Associates
Colorado
$695K +$16.3K +39 +2%
SCFS
5545
Stewardship Concepts Financial Services
Washington
$694K +$77.8K +186 +11%
RC
5546
Resolute Capital
South Carolina
$693K -$11.3K -27 -1%
HPWM
5547
High Point Wealth Management
New Jersey
$693K +$51K +122 +7%
GWM
5548
GoalFusion Wealth Management
Texas
$693K +$114K +273 +17%
SIA
5549
Sovereign Investment Advisors
Arizona
$692K +$782K +1,870 New
GC
5550
Granville Capital
North Carolina
$692K -$253K -605 -24%
220 221
222
223 224