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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2176
Hemington Wealth Management
Virginia
$552K +$68.5K +720 +14%
WA
2177
Wealth Architects
California
$552K +$103K +1,080 +22%
BB
2178
Busey Bank
Illinois
$550K +$35.2K +370 +7%
SW
2179
SlateStone Wealth
Florida
$550K -$28.5K -300 -5%
BCG
2180
Breakwater Capital Group
New Jersey
$549K +$39.9K +420 +8%
CFA
2181
Capstone Financial Advisors
Illinois
$546K – – –
HWM
2182
Hohimer Wealth Management
Washington
$546K -$959K -10,080 -63%
FI
2183
Financial Insights
Washington
$543K -$66.6K -700 -11%
FRM
2184
Fox Run Management
Connecticut
$542K -$461K -4,850 -45%
ICM
2185
IMS Capital Management
Oregon
$542K +$10.5K +110 +2%
GWM
2186
GK Wealth Management
Nevada
$541K -$262K -2,750 -32%
ACM
2187
Academy Capital Management
Texas
$541K – – –
MWA
2188
Motive Wealth Advisors
Michigan
$540K -$36.1K -380 -6%
GA
2189
GFS Advisors
Texas
$539K +$1.9K +20 +0.3%
GA
2190
Goldstein Advisors
Wisconsin
$537K +$61.8K +650 +13%
SWA
2191
Serenus Wealth Advisors
California
$536K +$157K +1,650 +40%
4WM
2192
49 Wealth Management
Texas
$536K +$6.66K +70 +1%
SC
2193
Shay Capital
New York
$536K +$547K +5,750 New
VHAM
2194
Van Hulzen Asset Management
California
$535K -$68.5K -720 -11%
NC
2195
Napatree Capital
Rhode Island
$534K +$80.8K +850 +17%
GPW
2196
Genesis Private Wealth
Virginia
$533K +$218K +2,290 +67%
LWM
2197
Laidlaw Wealth Management
New York
$532K -$801K -8,420 -60%
VFG
2198
V2 Financial group
Illinois
$532K +$951 +10 +0.2%
SG
2199
Sienna Gestion
France
$529K -$865K -9,100 -61%
SCM
2200
Seascape Capital Management
New Hampshire
$528K – – –
86 87
88
89 90