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Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
2751
Smallwood Wealth Investment Management
New Jersey
$644K +$9.96K +300 +2%
HAIM
2752
Hunter Associates Investment Management
Pennsylvania
$644K +$1.66K +50 +0.3%
FWM
2753
FMB Wealth Management
California
$642K +$14.3K +430 +3%
HAG
2754
HF Advisory Group
Maryland
$640K -$33.9K -1,020 -6%
WKWM
2755
Walter & Keenan Wealth Management
Indiana
$640K -$5.64K -170 -1%
SFA
2756
Source Financial Advisors
New York
$639K +$41.5K +1,250 +9%
CFA
2757
Cahill Financial Advisors
Minnesota
$639K +$180K +5,410 +56%
LCM
2758
LVM Capital Management
Michigan
$637K -$3.32K -100 -0.7%
UIA
2759
Ulland Investment Advisors
Minnesota
$637K +$482K +14,530 +2,742%
WCP
2760
Wick Capital Partners
Pennsylvania
$635K +$230K +6,930 +86%
MSE
2761
MUFG Securities EMEA
United Kingdom
$635K -$8.82M -265,790 -95%
BMC
2762
Benin Management Corp
Connecticut
$635K -$133K -4,000 -21%
WAM
2763
Weinberger Asset Management
California
$635K +$4.65K +140 +0.9%
RC
2764
Resonate Capital
California
$635K +$95K +2,860 +24%
CWA
2765
Clearview Wealth Advisors
Oregon
$634K -$16.3K -490 -3%
JF
2766
JSF Financial
California
$633K -$83K -2,500 -14%
GSIS
2767
Global Strategic Investment Solutions
Arizona
$633K +$34.9K +1,050 +8%
KMWM
2768
Keudell/Morrison Wealth Management
Oregon
$631K -$17.9K -540 -3%
LL
2769
LWMG LLC
Minnesota
$630K +$78K +2,350 +19%
WRPWM
2770
Werba Rubin Papier Wealth Management
California
$629K -$664 -20 -0.1%
NRD
2771
Nebula Research & Development
New York
$628K +$493K +14,850 New
LA
2772
Latitude Advisors
Florida
$626K -$26.6K -800 -5%
KCM
2773
Kathmere Capital Management
Pennsylvania
$625K -$8.63K -260 -2%
VAFP
2774
Vahanian & Associates Financial Planning
New York
$625K -$6.64K -200 -1%
SFCL
2775
Strengthening Families & Communities LLC
Massachusetts
$625K +$491K +14,780 New
109 110
111
112 113