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Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
2776
White Lighthouse Investment Management
Massachusetts
$572K +$456K +1,416 New
AWA
2777
Alaska Wealth Advisors
Alaska
$571K -$56.9K -177 -11%
CWM
2778
Copia Wealth Management
Oregon
$571K +$455K +1,415 New
WP
2779
Wealthspan Partners
Iowa
$570K +$2.57K +8 +0.6%
SWG
2780
Summit Wealth Group
Vermont
$569K – – –
WTFG
2781
Wells Trecaso Financial Group
Ohio
$568K -$1.93K -6 -0.4%
HWP
2782
Hibernia Wealth Partners
Louisiana
$567K -$126K -391 -22%
GWAG
2783
Garrett Wealth Advisory Group
Texas
$566K +$10.6K +33 +2%
PHIMC
2784
Private Harbour Investment Management & Counsel
Ohio
$565K – – –
SBWIC
2785
Schaper Benz & Wise Investment Counsel
Wisconsin
$565K +$21.9K +68 +5%
CI
2786
Cherokee Insurance
Michigan
$565K +$450K +1,400 New
RFG
2787
RFP Financial Group
Georgia
$565K -$11.9K -37 -3%
MF
2788
Magnetar Financial
Illinois
$564K +$449K +1,396 New
QL
2789
Quarry LP
New York
$563K +$227K +705 +102%
CCAM
2790
Cascades Capital Asset Management
North Carolina
$562K +$16.1K +50 +4%
LC
2791
Lincoln Capital
Nebraska
$561K – – –
WWS
2792
Wellington Wealth Strategies
Indiana
$561K -$466K -1,447 -48%
AGAM
2793
Audent Global Asset Management
California
$560K +$18.7K +58 +4%
MWM
2794
Mosley Wealth Management
California
$559K +$34.1K +106 +8%
SCA
2795
Sandy Cove Advisors
Massachusetts
$558K +$111K +344 +33%
CWM
2796
C2C Wealth Management
Arizona
$558K +$444K +1,381 New
CMS
2797
Capital Market Strategies
Florida
$557K +$31.9K +99 +8%
HFM
2798
Hartford Funds Management
Pennsylvania
$557K +$444K +1,380 New
LF
2799
Lantz Financial
Illinois
$557K +$52.4K +163 +13%
HVIA
2800
Hudson Valley Investment Advisors
New York
$557K +$444K +1,379 New
110 111
112
113 114