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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2676
Lifeworks Advisors
Michigan
$448K -$121K -1,070 -24%
MC
2677
Marest Capital
California
$447K +$378K +3,340 New
PCWA
2678
Pacific Capital Wealth Advisors
California
$445K -$26K -230 -6%
CW
2679
Channel Wealth
California
$445K -$20.4K -180 -5%
CNWM
2680
Clay Northam Wealth Management
California
$445K +$17K +150 +5%
CIA
2681
Compass Ion Advisors
Pennsylvania
$442K – – –
BAG
2682
Bridgewealth Advisory Group
California
$442K +$373K +3,300 New
KCM
2683
Kanawha Capital Management
Virginia
$439K -$17K -150 -4%
PA
2684
Planning Alternatives
Michigan
$439K -$1.13K -10 -0.3%
AIA
2685
Alternative Investment Advisors
Florida
$439K – – –
MCA
2686
Millennium Capital Advisors
Arkansas
$439K +$31.7K +280 +9%
PGAM
2687
Princeton Global Asset Management
New Jersey
$439K +$43K +380 +13%
ACM
2688
Aster Capital Management
United Arab Emirates
$439K +$162K +1,430 +77%
BB
2689
Berkshire Bank
Massachusetts
$439K – – –
BAM
2690
Bellevue Asset Management
Washington
$435K – – –
FGWP
2691
Founders Grove Wealth Partners
Virginia
$435K +$105K +930 +40%
MWA
2692
MN Wealth Advisors
Kansas
$434K -$9.04K -80 -2%
AMG
2693
Advisors Management Group
Wisconsin
$433K – – –
IWM
2694
Integris Wealth Management
California
$433K -$21.5K -190 -6%
WTB
2695
Washington Trust Bank
Washington
$431K -$2.26K -20 -0.6%
NWMG
2696
National Wealth Management Group
Ohio
$431K – – –
IWM
2697
IMG Wealth Management
Florida
$431K +$46.4K +410 +15%
LGG
2698
Luts & Greenleigh Group
Maryland
$430K -$4.52K -40 -1%
MCM
2699
Mengis Capital Management
Oregon
$430K +$11.3K +100 +3%
EW
2700
Enzi Wealth
Texas
$430K – – –
106 107
108
109 110