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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4226
Shakespeare Wealth Management
Wisconsin
$726K -$887 -7 -0.1%
TFCP
4227
Twin Focus Capital Partners
Massachusetts
$725K -$4.78M -37,720 -85%
W
4228
WorthPointe
California
$725K -$67.2K -530 -7%
HWA
4229
Hilltop Wealth Advisors
North Carolina
$723K +$219K +1,728 +35%
JGIA
4230
Jackson Grant Investment Advisers
Connecticut
$723K +$70.8K +559 +9%
OFP
4231
OFC Financial Planning
New Jersey
$722K +$23.2K +183 +3%
FCIM
4232
Fairview Capital Investment Management
California
$720K -$393K -3,100 -32%
WCWM
4233
Wooster Corthell Wealth Management
Connecticut
$718K +$840K +6,628 New
SRWM
4234
Shira Ridge Wealth Management
California
$718K +$36.8K +290 +5%
TWG
4235
The Wealth Group
Minnesota
$715K +$114K +896 +16%
DW
4236
Durante & Waters
New York
$715K +$2.15K +17 +0.3%
DG
4237
DMC Group
Alabama
$714K -$77.4K -611 -8%
EBSAM
4238
Eubel Brady & Suttman Asset Management
Ohio
$714K -$53.9K -425 -6%
VPWA
4239
Vestia Personal Wealth Advisors
Indiana
$713K -$51.7K -408 -6%
MCM
4240
Marathon Capital Management
Maryland
$713K -$139K -1,100 -14%
HWM
4241
Howard Wealth Management
Connecticut
$713K +$6.59K +52 +0.8%
EP
4242
Essential Planning
New Hampshire
$712K -$10.6M -83,606 -93%
FTC
4243
Farmers Trust Company
Ohio
$709K +$15.8K +125 +2%
TPBG
4244
Turning Point Benefit Group
Maryland
$705K +$915K +7,220 New
MEAC
4245
M.E. Allison & Co
Texas
$705K +$31.1K +245 +4%
GC
4246
Gruss & Co
Florida
$704K -$190K -1,500 -19%
PCWA
4247
Pacific Capital Wealth Advisors
California
$704K – – –
FFP
4248
Freedom Financial Partners
Minnesota
$703K +$17.1K +135 +2%
RS
4249
R Squared
Hong Kong
$702K +$551K +4,349 +204%
PI
4250
Pachira Investments
California
$700K -$25.1K -198 -3%
168 169
170
171 172