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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2526
Horizon Wealth Management
Illinois
$5.52M +$467K +3,389 +9%
TF
2527
Trek Financial
Arizona
$5.5M +$348K +2,526 +7%
GDP
2528
Great Diamond Partners
Maine
$5.5M -$76.6K -556 -1%
GA
2529
Goldstein Advisors
Wisconsin
$5.49M +$1.33M +9,670 +31%
NWMG
2530
National Wealth Management Group
Ohio
$5.47M +$69.6K +505 +1%
EB
2531
Emprise Bank
Kansas
$5.47M -$262K -1,900 -4%
MAMU
2532
Myriad Asset Management US
Florida
$5.46M +$5.61M +40,678 New
VW
2533
Vantage Wealth
California
$5.45M -$53.1K -385 -0.9%
WWS
2534
Wellington Wealth Strategies
Indiana
$5.45M -$674K -4,889 -11%
GWWM
2535
Great Waters Wealth Management
Minnesota
$5.44M -$1.89M -13,724 -25%
VIP
2536
Vista Investment Partners
Oklahoma
$5.43M +$1.21M +8,751 +28%
GIS
2537
Graphene Investments SAS
France
$5.43M -$937K -6,800 -14%
MHIC
2538
Marble Harbor Investment Counsel
Massachusetts
$5.42M +$236K +1,713 +4%
VC
2539
Vicus Capital
Pennsylvania
$5.42M +$230K +1,668 +4%
BHIA
2540
Birch Hill Investment Advisors
Massachusetts
$5.42M +$218K +1,583 +4%
IWS
2541
Integrity Wealth Solutions
Colorado
$5.4M +$988K +7,171 +22%
AA
2542
Auxano Advisors
Washington
$5.39M -$368K -2,672 -6%
DOA
2543
D'Orazio & Associates
Virginia
$5.37M +$61.5K +446 +1%
CC
2544
Constitution Capital
Connecticut
$5.37M +$310K +2,250 +6%
SFG
2545
Sovereign Financial Group
Connecticut
$5.36M -$8.41K -61 -0.2%
WPWM
2546
Western Pacific Wealth Management
Illinois
$5.36M -$96.6K -701 -2%
MAC
2547
Mason & Associates (California)
California
$5.34M +$280K +2,029 +5%
PA
2548
Prossimo Advisors
California
$5.34M +$157K +1,136 +3%
LJCM
2549
Lee Johnson Capital Management
Texas
$5.33M -$143K -1,039 -3%
SWM
2550
Sugarloaf Wealth Management
Georgia
$5.32M +$3.1M +22,514 +132%
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102
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