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Name Holding Trade Value Shares
Change 		Change in
Stake
HZ
2401
Hixon Zuercher
Ohio
$7.82M -$114K -905 -2%
FWM
2402
Focused Wealth Management
New York
$7.82M +$1.98M +15,765 +47%
LFS
2403
Legacy Financial Strategies
Kansas
$7.82M +$270K +2,142 +5%
AIM
2404
Advyzon Investment Management
Illinois
$7.81M +$2.11M +16,786 +51%
RAM
2405
Ramirez Asset Management
New York
$7.81M – – –
CPA
2406
Court Place Advisors
Maryland
$7.8M +$147K +1,166 +2%
GIM
2407
Guild Investment Management
California
$7.8M -$742K -5,895 -11%
PWM
2408
Palumbo Wealth Management
New York
$7.79M +$974K +7,736 +19%
CV
2409
Counterweight Ventures
North Carolina
$7.78M +$70.3K +559 +1%
EWS
2410
Evergreen Wealth Solutions
Pennsylvania
$7.77M +$112K +890 +2%
EFG
2411
Elm3 Financial Group
Georgia
$7.75M -$260K -2,068 -4%
JC
2412
JBF Capital
Colorado
$7.74M – – –
JCM
2413
Jacobsen Capital Management
Utah
$7.74M +$522K +4,150 +9%
MHIP
2414
Mountain Hill Investment Partners
New Jersey
$7.72M -$560K -4,452 -8%
BWM
2415
Bosman Wealth Management
California
$7.71M -$1.8M -14,285 -23%
FNBOH
2416
First National Bank of Hutchinson
Kansas
$7.67M -$110K -876 -2%
GFG
2417
Greenberg Financial Group
Arizona
$7.67M +$67.5K +536 +1%
HAM
2418
Harber Asset Management
North Carolina
$7.67M +$6.11M +48,525 New
AC
2419
Allstate Corporation
Illinois
$7.64M -$99.7M -792,424 -94%
CP
2420
Canopy Partners
Ohio
$7.64M -$320K -2,543 -5%
TBC
2421
Ted Buchan & Co
California
$7.62M +$487K +3,867 +9%
WW
2422
Westshore Wealth
California
$7.61M -$34K -270 -0.6%
RAS
2423
RPS Advisory Solutions
Kentucky
$7.61M +$355K +2,817 +6%
EMB
2424
Elefante Mark B
$7.6M -$81.8K -650 -1%
AEPWM
2425
Atlantic Edge Private Wealth Management
Florida
$7.6M +$62.9K +500 +1%
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97
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