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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2076
Steph & Co
Wisconsin
$298K +$15.3K +728 +5%
HSWM
2077
Hubbell Strickland Wealth Management
Louisiana
$296K -$34.1K -1,622 -10%
STC
2078
Sarah T. Connolly
$296K – – –
IIM
2079
InTrack Investment Management
Vermont
$295K -$180K -8,566 -36%
GFS
2080
GYL Financial Synergies
Connecticut
$295K -$87.6K -4,172 -22%
HCM
2081
Hollencrest Capital Management
California
$295K -$10.1K -479 -3%
IP
2082
Intellectus Partners
California
$295K -$8.07K -384 -3%
WCM
2083
Wedge Capital Management
North Carolina
$295K +$294 +14 +0.1%
ATWA
2084
Arbor Trust Wealth Advisors
Michigan
$295K +$31.6K +1,502 +12%
GFPC
2085
Global Financial Private Client
Florida
$294K +$2.75K +131 +0.9%
NWM
2086
Northwest Wealth Management
Iowa
$294K -$52.6K -2,504 -15%
CCT
2087
Chemung Canal Trust
New York
$294K -$2.77K -132 -0.9%
MA
2088
Mezzasalma Advisors
New Jersey
$294K – – –
PFA
2089
Professional Financial Advisors
Nebraska
$294K +$1.11K +53 +0.4%
JAM
2090
JCIC Asset Management
Ontario, Canada
$293K -$4.1K -195 -1%
LCM
2091
LCM Capital Management
Illinois
$293K -$3.07K -146 -1%
HFP
2092
Holistic Financial Partners
Indiana
$293K +$38.4K +1,829 +15%
FAN
2093
Financial Advisors Network
California
$292K -$45.5K -2,167 -12%
DAM
2094
Doheny Asset Management
California
$292K – – –
HHGA
2095
Halbert Hargrove Global Advisors
California
$292K +$105 +5 +0%
OFS
2096
OneAscent Financial Services
Alabama
$292K +$301K +14,308 New
FNWM
2097
Financial Network Wealth Management
Utah
$291K -$4.98K -237 -2%
RZH
2098
Relyea Zuckerberg Hanson
Connecticut
$291K +$23.7K +1,129 +9%
JCM
2099
Janney Capital Management
Pennsylvania
$290K -$2.54K -121 -0.8%
CCM
2100
Condor Capital Management
New Jersey
$289K -$16K -761 -5%
82 83
84
85 86