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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1776
Gitterman Wealth Management
New Jersey
$374K -$29.2K -300 -7%
SW
1777
Solidarity Wealth
Utah
$373K -$1.68M -17,241 -82%
WH
1778
Willner & Heller
California
$373K +$378K +3,884 New
PP
1779
Pacifica Partners
Canada
$373K +$11.7K +120 +3%
LWM
1780
LJI Wealth Management
Indiana
$372K +$6.62K +68 +2%
AFA
1781
American Financial Advisors
Georgia
$372K -$17.1K -176 -4%
BIM
1782
Bridges Investment Management
Nebraska
$371K -$182K -1,874 -33%
WPC
1783
Waters Parkerson & Co
Louisiana
$371K +$19.5K +200 +5%
JMFC
1784
J.M. Forbes & Co
Massachusetts
$370K -$131K -1,350 -26%
JBA
1785
Johnson Bixby & Associates
Washington
$370K – – –
LPAM
1786
Lodestar Private Asset Management
California
$369K – – –
PMFA
1787
Plante Moran Financial Advisors
Michigan
$368K -$89.8K -923 -19%
ML
1788
McAdam LLC
Pennsylvania
$367K +$12.1K +124 +3%
AWA
1789
Aaron Wealth Advisors
Illinois
$367K -$2.08M -21,346 -85%
OWP
1790
Obermeyer Wealth Partners
Colorado
$367K +$3.89K +40 +1%
CWP
1791
Core Wealth Partners
California
$366K +$973 +10 +0.3%
LP
1792
LGL Partners
Pennsylvania
$366K -$9.15K -94 -2%
IA
1793
IFG Advisors
Missouri
$365K +$10.7K +110 +3%
FWA
1794
FSM Wealth Advisors
Ohio
$364K -$16.7K -172 -4%
6F
1795
626 Financial
Michigan
$364K – – –
WW
1796
Waterfront Wealth
Kansas
$362K – – –
ZF
1797
Zhang Financial
Michigan
$362K -$5.64K -58 -2%
XT
1798
XTX Topco
Cayman Islands
$360K +$123K +1,267 +51%
GWI
1799
Grace & White Inc
New York
$360K – – –
RB
1800
Renasant Bank
Mississippi
$359K +$7.88K +81 +2%
70 71
72
73 74