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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
3526
Heritage Wealth Management (Ohio)
Ohio
$3.63M +$44.9K +245 +1%
GCP
3527
Gill Capital Partners
Colorado
$3.63M +$65.7K +358 +2%
IA
3528
IAM Advisory
Pennsylvania
$3.63M -$317K -1,727 -8%
TGAM
3529
TBH Global Asset Management
Tennessee
$3.62M -$873K -4,760 -19%
AA
3530
Addison Advisors
Vermont
$3.62M +$64.4K +351 +2%
CWA
3531
CogentBlue Wealth Advisors
Tennessee
$3.61M +$6.61K +36 +0.2%
ME
3532
McIlrath & Eck
Washington
$3.61M +$299K +1,630 +9%
LGG
3533
Luts & Greenleigh Group
Maryland
$3.61M -$24.8K -135 -0.6%
TWA
3534
Talisman Wealth Advisors
New Jersey
$3.6M +$21.6K +118 +0.6%
PA
3535
PSI Advisors
Florida
$3.6M -$46.6K -254 -1%
RCP
3536
Rothschild Capital Partners
New York
$3.59M -$1.12M -6,122 -23%
SM
3537
Sweeney & Michel
California
$3.59M -$1.83K -10 -0.1%
AWC
3538
Adamsbrown Wealth Consultants
Kansas
$3.59M +$41.5K +226 +1%
LIM
3539
Lathrop Investment Management
Arkansas
$3.59M -$62.9K -343 -2%
ACA
3540
Atlas Capital Advisors
Wyoming
$3.58M +$647K +3,525 +21%
SCM
3541
Sidoxia Capital Management
California
$3.58M +$3.77M +20,534 New
NFG
3542
Norris Financial Group
South Carolina
$3.58M +$115K +625 +3%
AIM
3543
Alpine Investment Management
Hong Kong
$3.58M -$26.6M -144,900 -88%
EGM
3544
Encore Global Management
Texas
$3.58M +$3.76M +20,500 New
CWM
3545
Cahaba Wealth Management
Georgia
$3.57M -$230K -1,253 -6%
SCM
3546
Spring Capital Management
Texas
$3.57M – – –
LWA
3547
Lantern Wealth Advisors
New York
$3.56M +$726K +3,955 +24%
TM
3548
Taproot Management
New York
$3.55M +$767K +4,179 +26%
F4L
3549
Fortune 45 LLC
Louisiana
$3.55M -$1.32M -7,200 -26%
BJF
3550
Blue Jean Financial
New York
$3.55M +$2.21M +12,020 +144%
140 141
142
143 144