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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1651
GSB Wealth Management
Connecticut
$254K -$179K -3,260 -44%
WAG
1652
Winthrop Advisory Group
Massachusetts
$254K – – –
HA
1653
HC Advisors
Georgia
$253K -$55K -1,000 -19%
BZWA
1654
Blue Zone Wealth Advisors
California
$253K -$30.3K -550 -12%
CWM
1655
Concentric Wealth Management
California
$253K -$4.95K -90 -2%
BAM
1656
Brave Asset Management
New Jersey
$253K – – –
IF
1657
Insight Folios
North Carolina
$253K +$228K +4,150 New
SW
1658
StrongBox Wealth
Missouri
$253K +$228K +4,150 New
ZAM
1659
Zevin Asset Management
Massachusetts
$252K -$58.9K -1,070 -21%
XF
1660
XML Financial
Maryland
$252K +$1.1K +20 +0.5%
F
1661
F3Logic
Minnesota
$252K +$227K +4,120 New
ACM
1662
Azimuth Capital Management
Michigan
$251K – – –
MAM
1663
McCarthy Asset Management
California
$251K – – –
AIM
1664
Acropolis Investment Management
Missouri
$251K +$23.7K +430 +12%
TCM
1665
Triumph Capital Management
Colorado
$250K -$4.95K -90 -2%
OBWG
1666
Onyx Bridge Wealth Group
New York
$250K +$7.15K +130 +3%
SCG
1667
Sonata Capital Group
Washington
$250K +$11.6K +210 +5%
ACM
1668
Ategra Capital Management
Virginia
$249K -$88.1K -1,600 -28%
MIH
1669
Meitav Investment House
Israel
$249K -$1.18M -21,370 -84%
GJCM
1670
Grand Jean Capital Management
California
$248K – – –
4WM
1671
44 Wealth Management
Oregon
$248K +$2.75K +50 +1%
RM
1672
Resource Management
Louisiana
$246K +$222K +4,030 New
SAM
1673
Secure Asset Management
Michigan
$245K +$221K +4,010 New
CCC
1674
Chelsea Counsel Company
California
$244K -$110K -2,000 -33%
DBG
1675
De Burlo Group
Massachusetts
$244K – – –
65 66
67
68 69