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Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1626
Zhang Financial
Michigan
$220K – – –
MW
1627
Marcum Wealth
Ohio
$219K +$269K +3,331 New
JFGIW
1628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$218K -$3.88K -48 -1%
GCP
1629
Gill Capital Partners
Colorado
$218K +$269K +3,322 New
DOA
1630
D'Orazio & Associates
Virginia
$217K -$3.4K -42 -1%
BS
1631
Bessemer Securities
New York
$217K – – –
IC
1632
Inscription Capital
Texas
$217K +$52.2K +645 +24%
KP
1633
Keel Point
Alabama
$216K +$16.9K +209 +7%
CFS
1634
CRA Financial Services
New Jersey
$216K +$41.6K +514 +19%
TC
1635
Truvestments Capital
Florida
$215K -$69.7K -862 -21%
SQA
1636
Simon Quick Advisors
New Jersey
$215K -$10.9K -135 -4%
SSW
1637
Smith Shellnut Wilson
Mississippi
$215K +$809 +10 +0.3%
EP
1638
EPIQ Partners
Minnesota
$215K +$16.2K +200 +7%
CCM
1639
Carlson Capital Management
Minnesota
$214K -$1.21K -15 -0.5%
CWM
1640
Circle Wealth Management
New Jersey
$214K +$11.5K +142 +5%
PWMG
1641
Prestige Wealth Management Group
New Jersey
$214K +$259K +3,198 +5,514%
AL
1642
Aspiriant LLC
California
$213K -$57.7K -713 -18%
BOM
1643
Bank of Marin
California
$212K -$167K -2,059 -39%
APW
1644
Aurora Private Wealth
New Jersey
$211K +$44.1K +545 +20%
ATFA
1645
All Terrain Financial Advisors
Minnesota
$211K +$74.7K +923 +40%
PCMC
1646
Private Capital Management (Colorado)
Colorado
$210K -$21.1K -261 -8%
PPP
1647
Private Portfolio Partners
New Jersey
$210K +$259K +3,197 New
PWA
1648
Physician Wealth Advisors
Utah
$209K -$5.42K -67 -2%
QCM
1649
Quest Capital Management
Texas
$209K +$257K +3,175 New
SWM
1650
Sugarloaf Wealth Management
Georgia
$207K -$1.46K -18 -0.6%
64 65
66
67 68