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Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
2951
Global Financial Private Client
Florida
$649K +$67.6K +170 +12%
HHGA
2952
Halbert Hargrove Global Advisors
California
$649K +$8.75K +22 +1%
PIP
2953
Peachtree Investment Partners
Florida
$649K +$112K +281 +22%
PWM
2954
Power Wealth Management
Georgia
$649K -$264K -665 -30%
AWA
2955
Ark Wealth Advisors
California
$647K +$92.3K +232 +18%
LW
2956
Livet Wealth
Utah
$646K +$28.2K +71 +5%
HWA
2957
HighRoad Wealth Advisors
Oregon
$645K – – –
WMA
2958
Wealth Management Associates
New Jersey
$644K +$249K +625 +69%
TLA
2959
Tanglewood Legacy Advisors
Texas
$644K – – –
VBA
2960
von Borstel & Associates
Oregon
$643K +$1.99K +5 +0.3%
SFGM
2961
Stonebridge Financial Group (Missouri)
Missouri
$643K -$19.9K -50 -3%
TWM
2962
Tanager Wealth Management
United Kingdom
$643K +$138K +346 +29%
MPW
2963
MA Private Wealth
California
$642K -$376K -946 -38%
PIS
2964
POM Investment Strategies
North Carolina
$641K -$124K -311 -17%
PCM
2965
Permanent Capital Management
Illinois
$641K +$255K +642 +73%
WCM
2966
Washburn Capital Management
Florida
$640K +$27.4K +69 +5%
GCM
2967
Gambit Capital Management
Tennessee
$638K +$48.1K +121 +9%
UBG
2968
United Bank (Georgia)
Georgia
$638K -$3.98K -10 -0.7%
ACM
2969
Aspen Capital Management
Idaho
$638K +$313K +787 +108%
CCMI
2970
Creative Capital Management Investments
California
$637K +$110K +276 +22%
FFA
2971
Fi3 Financial Advisors
Indiana
$636K -$1.85M -4,639 -78%
GFP
2972
Guardian Financial Partners
California
$636K -$40.6K -102 -6%
TIM
2973
Tortoise Investment Management
New York
$636K +$37.8K +95 +7%
FLP
2974
Financial Life Planners
Arizona
$635K -$3.58K -9 -0.6%
ACA
2975
American Capital Advisory
Idaho
$634K +$16.7K +42 +3%
117 118
119
120 121