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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1326
Blossom Wealth Management
California
$540K -$61K -645 -10%
CWP
1327
Core Wealth Partners
California
$540K +$6.53K +69 +1%
RCM
1328
Ratan Capital Management
Florida
$538K – – –
ST
1329
Somerset Trust
Pennsylvania
$535K -$16.9K -179 -3%
CIA
1330
Compass Ion Advisors
Pennsylvania
$530K +$2.18K +23 +0.4%
CA
1331
Claro Advisors
Massachusetts
$528K +$14.2K +150 +3%
WG
1332
Wellington Group
Indiana
$528K +$212K +2,237 +61%
TPI
1333
Trust Point Inc
Wisconsin
$527K -$47.5K -502 -8%
JWM
1334
Jeppson Wealth Management
California
$524K -$48.5K -513 -8%
GWANC
1335
Guardian Wealth Advisors (North Carolina)
North Carolina
$523K -$12.7K -134 -2%
CPA
1336
Capital Performance Advisors
California
$519K +$74.3K +785 +16%
RWFS
1337
Rayburn West Financial Services
Tennessee
$517K -$47.3K -500 -8%
RLIM
1338
Red Lighthouse Investment Management
New York
$516K +$545K +5,765 New
SP
1339
Stonebrook Private
Michigan
$513K -$90.7K -959 -14%
ZIG
1340
Zuckerman Investment Group
Illinois
$513K – – –
BWP
1341
Burling Wealth Partners
Illinois
$511K -$119K -1,254 -18%
BAM
1342
Blueshift Asset Management
New Jersey
$507K -$679K -7,177 -56%
RPCONE
1343
Retirement Planning Company of New England
Rhode Island
$506K +$3.4K +36 +0.6%
NB
1344
Nicolet Bankshares
Wisconsin
$504K +$261K +2,758 +97%
AIA
1345
AssuredPartners Investment Advisors
Florida
$504K -$161K -1,701 -24%
TCM
1346
Telos Capital Management
California
$503K -$3.4K -36 -0.6%
CCM
1347
Chaney Capital Management
Washington
$499K -$224K -2,372 -30%
AWM
1348
Aviso Wealth Management
Washington
$499K -$26.9K -284 -5%
CSB
1349
City State Bank
Iowa
$498K -$5.77K -61 -1%
WIM
1350
WealthPlan Investment Management
Nebraska
$496K +$117K +1,238 +29%
52 53
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55 56