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Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
2401
Matthew Hamilton Rosenberg
$611K -$186K -8,590 -28%
SB
2402
Sunflower Bank
Texas
$610K -$51.9K -2,400 -10%
CGFA
2403
Colton Groome Financial Advisors
North Carolina
$610K – – –
AWM
2404
Avondale Wealth Management
Texas
$610K +$37.9K +1,750 +9%
EAM
2405
Evanson Asset Management
California
$608K +$4.98K +230 +1%
CCA
2406
Column Capital Advisors
Indiana
$605K +$55.4K +2,560 +13%
KWM
2407
Kolinsky Wealth Management
New Jersey
$605K +$37.4K +1,730 +9%
HC
2408
Hamilton Capital
Ohio
$604K +$9.09K +420 +2%
TIM
2409
Tevis Investment Management
Texas
$604K -$97.4K -4,500 -17%
DOA
2410
D'Orazio & Associates
Virginia
$603K +$15.4K +710 +3%
TBWA
2411
Three Bridge Wealth Advisors
California
$601K +$158K +7,300 +51%
AI
2412
Atom Investors
Texas
$600K +$467K +21,590 New
LWM
2413
Ledge Wealth Management
Minnesota
$599K -$12.3K -570 -3%
PFA
2414
Pathway Financial Advisors
Vermont
$598K – – –
SPWM
2415
Straight Path Wealth Management
Michigan
$597K – – –
FA
2416
Fountainhead AM
New Jersey
$597K +$81.8K +3,780 +21%
JC
2417
JB Capital
Connecticut
$594K -$216 -10 -0%
PBC
2418
Pavion Blue Capital
California
$594K – – –
RFP
2419
Roth Financial Partners
Texas
$593K – – –
RWA
2420
Roberts Wealth Advisors
California
$593K +$467K +21,600 New
IMOV
2421
Investment Management of Virginia
Virginia
$592K – – –
CCB
2422
Cutter & Co Brokerage
Missouri
$587K +$13.2K +610 +3%
AWM
2423
Activest Wealth Management
Florida
$587K -$1.25M -57,980 -73%
PAWA
2424
Palo Alto Wealth Advisors
California
$584K +$54.5K +2,520 +14%
OWA
2425
Opal Wealth Advisors
New York
$584K +$8.01K +370 +2%
95 96
97
98 99