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Name Holding Trade Value Shares
Change 		Change in
Stake
GIPW
2926
Granite Islands Private Wealth
Connecticut
$695K +$689K +1,555 New
CHC
2927
City Holding Co
West Virginia
$694K -$15.1K -34 -2%
RWS
2928
Resolute Wealth Strategies
Mississippi
$694K +$118K +266 +21%
SWG
2929
Summit Wealth Group
Vermont
$694K +$67.4K +152 +11%
5SA
2930
5th Street Advisors
Connecticut
$694K +$684K +1,543 New
FDCP
2931
Foster Dykema Cabot & Partners
Massachusetts
$693K -$34.6K -78 -5%
CFGW
2932
Chancellor Financial Group WB
Pennsylvania
$693K – – –
AWA
2933
Argos Wealth Advisors
California
$693K +$683K +1,540 New
IAP
2934
Indie Asset Partners
Indiana
$692K +$120K +270 +21%
NI
2935
NDVR Inc
Massachusetts
$692K +$187K +421 +38%
WW
2936
Winnow Wealth
Texas
$692K +$224K +506 +49%
AZ
2937
Alpha Zero
Florida
$691K -$443 -1 -0.1%
NWM
2938
NRI Wealth Management
California
$690K – – –
LAS
2939
LWM Advisory Services
Florida
$689K +$248K +560 +58%
FLP
2940
Financial Life Planners
Arizona
$688K -$3.55K -8 -0.5%
FC
2941
Fusion Capital
South Carolina
$688K +$35.5K +80 +6%
LWA
2942
Lifelong Wealth Advisors
Minnesota
$687K +$7.54K +17 +1%
CAC
2943
Core Alternative Capital
Georgia
$687K +$617K +1,392 +1,024%
DWM
2944
Daner Wealth Management
Georgia
$687K +$23.9K +54 +3%
HHGA
2945
Halbert Hargrove Global Advisors
California
$684K -$86.9K -196 -11%
CMP
2946
Christine Messmer PC
Pennsylvania
$684K +$675K +1,522 New
MPW
2947
MGO Private Wealth
California
$684K – – –
CFC
2948
Coyle Financial Counsel
Illinois
$684K +$180K +405 +36%
VBA
2949
von Borstel & Associates
Oregon
$683K -$668K -1,507 -50%
AFO
2950
Arrowroot Family Office
California
$682K -$45.7K -103 -6%
116 117
118
119 120