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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1201
Commerzbank Aktiengesellschaft
Germany
$892K -$204K -3,200 -18%
LWP
1202
Lumature Wealth Partners
Georgia
$892K +$22.4K +350 +2%
HIMC
1203
Heritage Investors Management Corp
Maryland
$891K +$17.3K +270 +2%
BFS
1204
Bickling Financial Services
Massachusetts
$881K – – –
CAM
1205
Columbia Asset Management
Michigan
$877K +$326K +5,110 +54%
OPW
1206
Oxler Private Wealth
New York
$873K – – –
NL
1207
Navalign LLC
California
$871K -$15.3K -240 -2%
PIM
1208
Profit Investment Management
Maryland
$870K +$167K +2,610 +22%
GL
1209
Graypoint LLC
New York
$870K +$219K +3,420 +31%
PWMAG
1210
Pinnacle Wealth Management Advisory Group
New Jersey
$869K -$100K -1,570 -10%
PFG
1211
PAX Financial Group
Texas
$869K +$16K +250 +2%
GWM
1212
Gitterman Wealth Management
New Jersey
$867K +$215K +3,360 +30%
RIG
1213
Roosevelt Investment Group
New York
$861K -$31.9K -500 -3%
RW
1214
RVW Wealth
California
$861K +$151K +2,370 +20%
ZF
1215
Zhang Financial
Michigan
$859K +$6.39K +100 +0.7%
MFGM
1216
Marshall Financial Group (Maryland)
Maryland
$853K +$905K +14,160 New
WCA
1217
Westover Capital Advisors
Delaware
$850K +$181K +2,840 +25%
USCWA
1218
U.S. Capital Wealth Advisors
Texas
$848K -$73.5K -1,150 -8%
HWA
1219
HCR Wealth Advisors
California
$848K – – –
MIA
1220
MMBG Investment Advisors
Florida
$847K +$898K +14,060 New
LWM
1221
Laidlaw Wealth Management
New York
$843K +$35.1K +550 +4%
EP
1222
Edgestream Partners
New Jersey
$842K +$202K +3,160 +29%
LWM
1223
Loveless Wealth Management
Montana
$839K +$159K +2,490 +22%
CW
1224
CreativeOne Wealth
Kansas
$838K +$151K +2,360 +20%
HWAM
1225
Hennion & Walsh Asset Management
New Jersey
$838K +$889K +13,910 New
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