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Name Holding Trade Value Shares
Change 		Change in
Stake
LW
2976
Livet Wealth
Utah
$646K +$28.2K +71 +5%
HWA
2977
HighRoad Wealth Advisors
Oregon
$645K – – –
WMA
2978
Wealth Management Associates
New Jersey
$644K +$249K +625 +69%
TLA
2979
Tanglewood Legacy Advisors
Texas
$644K – – –
VBA
2980
von Borstel & Associates
Oregon
$643K +$1.99K +5 +0.3%
SFGM
2981
Stonebridge Financial Group (Missouri)
Missouri
$643K -$19.9K -50 -3%
TWM
2982
Tanager Wealth Management
United Kingdom
$643K +$138K +346 +29%
MPW
2983
MA Private Wealth
California
$642K -$376K -946 -38%
PIS
2984
POM Investment Strategies
North Carolina
$641K -$124K -311 -17%
PCM
2985
Permanent Capital Management
Illinois
$641K +$255K +642 +73%
WCM
2986
Washburn Capital Management
Florida
$640K +$27.4K +69 +5%
GCM
2987
Gambit Capital Management
Tennessee
$638K +$48.1K +121 +9%
UBG
2988
United Bank (Georgia)
Georgia
$638K -$3.98K -10 -0.7%
ACM
2989
Aspen Capital Management
Idaho
$638K +$313K +787 +108%
CCMI
2990
Creative Capital Management Investments
California
$637K +$110K +276 +22%
FFA
2991
Fi3 Financial Advisors
Indiana
$636K -$1.85M -4,639 -78%
GFP
2992
Guardian Financial Partners
California
$636K -$40.6K -102 -6%
TIM
2993
Tortoise Investment Management
New York
$636K +$37.8K +95 +7%
FLP
2994
Financial Life Planners
Arizona
$635K -$3.58K -9 -0.6%
ACA
2995
American Capital Advisory
Idaho
$634K +$16.7K +42 +3%
MHC
2996
Meyer Handelman Company
New York
$633K -$19.9K -50 -3%
LNB
2997
Ledyard National Bank
$633K +$334K +839 +126%
LFG
2998
Leverty Financial Group
Wisconsin
$632K – – –
JA
2999
JVL Associates
Michigan
$631K +$60.1K +151 +11%
BA
3000
Birinyi Associates
Connecticut
$631K – – –
118 119
120
121 122