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Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
3126
WealthCare Investment Partners
Rhode Island
$435K +$328K +946 New
RGC
3127
Roberts, Glore & Co
Illinois
$434K +$6.24K +18 +2%
FSCM
3128
Front Street Capital Management
Montana
$434K – – –
TNBTD
3129
Trustmark National Bank Trust Department
Mississippi
$434K – – –
PA
3130
Perennial Advisors
New York
$434K +$39.5K +114 +13%
PW
3131
PUREfi Wealth
Massachusetts
$434K +$43K +124 +15%
CSWG
3132
Cardinal Strategic Wealth Guidance
Kentucky
$434K +$338K +975 New
AWA
3133
Alaska Wealth Advisors
Alaska
$432K -$4.86K -14 -1%
GWM
3134
Gitterman Wealth Management
New Jersey
$432K +$296K +854 +730%
JWWM
3135
Johnson & White Wealth Management
Pennsylvania
$431K – – –
HIM
3136
Hanlon Investment Management
New Jersey
$431K +$28.4K +82 +9%
ECA
3137
Elevate Capital Advisors
Colorado
$431K +$42.7K +123 +15%
ZC
3138
Zeit Capital
Colorado
$430K +$129K +373 +63%
PS
3139
Planned Solutions
California
$430K – – –
IF
3140
Ironwood Financial
Arizona
$430K -$9.02K -26 -3%
PWM
3141
Praetorian Wealth Management
California
$429K +$335K +965 New
PWS
3142
Precision Wealth Strategies
Missouri
$429K -$17K -49 -5%
AWA
3143
Amplius Wealth Advisors
Pennsylvania
$428K -$229K -659 -41%
GF
3144
GGM Financials
Ohio
$428K – – –
EGA
3145
E&G Advisors
Texas
$428K +$61.4K +177 +23%
FI
3146
FWG Investments
Kentucky
$428K -$18.4K -53 -5%
UCB
3147
United Community Bank
South Carolina
$428K +$47.5K +137 +17%
CSIA
3148
Conrad Siegel Investment Advisors
Pennsylvania
$427K -$5.2K -15 -2%
MWM
3149
Melfa Wealth Management
Massachusetts
$427K -$94K -271 -22%
LEA
3150
Legacy Edge Advisors
New York
$427K +$6.24K +18 +2%
124 125
126
127 128