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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2626
Curi Wealth Management
North Carolina
$240K +$20.3K +79 +9%
SHIM
2627
Stone House Investment Management
Pennsylvania
$240K +$2.83K +11 +1%
EA
2628
Emerald Advisors
Washington
$240K – – –
GCIA
2629
Gabelli & Co Investment Advisers
New York
$240K – – –
FNWM
2630
Financial Network Wealth Management
Utah
$240K – – –
FWM
2631
Fortress Wealth Management
California
$240K +$246K +958 New
CA
2632
Cresta Advisors
Texas
$239K – – –
EGA
2633
E&G Advisors
Texas
$239K +$2.57K +10 +1%
SA
2634
Shilanski & Associates
Alaska
$238K – – –
DWM
2635
Dechtman Wealth Management
Colorado
$238K +$4.37K +17 +2%
CTA
2636
Colonial Trust Advisors
South Carolina
$238K +$514 +2 +0.2%
GIP
2637
Greatmark Investment Partners
Georgia
$238K – – –
UBG
2638
United Bank (Georgia)
Georgia
$237K -$24.4K -95 -9%
TWM
2639
Trevian Wealth Management
Massachusetts
$237K +$6.94K +27 +3%
OPA
2640
Old Port Advisors
Maine
$237K +$243K +946 New
GG
2641
Greenwood Gearhart
Arkansas
$236K -$77.1K -300 -24%
NCM
2642
Nelson Capital Management
California
$236K – – –
MCM
2643
Monument Capital Management
Virginia
$236K +$6.68K +26 +3%
SM
2644
Sweeney & Michel
California
$236K -$24.4K -95 -8%
FA
2645
Financial Advisors
Massachusetts
$235K – – –
FRA
2646
Front Row Advisors
California
$235K +$25.7K +100 +12%
TAM
2647
Tucker Asset Management
Colorado
$234K -$162K -629 -40%
CFAM
2648
Coury Firm Asset Management
Pennsylvania
$234K -$23.9K -93 -9%
AOG
2649
Alpha Omega Group
Virginia
$234K -$771 -3 -0.3%
SC
2650
Saybrook Capital
North Carolina
$234K -$10.3K -40 -4%
104 105
106
107 108