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Name Holding Trade Value Shares
Change 		Change in
Stake
PJWM
1301
Philip James Wealth Mangement
Georgia
$2M +$1.74M +7,640 New
AI
1302
Accredited Investors
Minnesota
$2M -$6.38K -28 -0.4%
CHAM
1303
Clear Harbor Asset Management
Connecticut
$1.98M +$90.8K +398 +6%
WPW
1304
Watershed Private Wealth
Illinois
$1.98M +$139K +608 +9%
GAA
1305
Global Assets Advisory
Florida
$1.98M +$1.75M +7,670 New
ZIC
1306
ZWJ Investment Counsel
Georgia
$1.98M +$5.7K +25 +0.3%
SL
1307
Stevard LLC
Illinois
$1.97M -$937K -4,107 -35%
BZWA
1308
Blue Zone Wealth Advisors
California
$1.97M -$82.1K -360 -5%
IIA
1309
Integral Investment Advisors
California
$1.97M +$4.79K +21 +0.3%
SAI
1310
Savvy Advisors Inc
New York
$1.97M +$335K +1,467 +24%
TWM
1311
Tradition Wealth Management
Minnesota
$1.96M +$253K +1,108 +17%
SSB
1312
Sandy Spring Bank
Maryland
$1.96M -$73K -320 -4%
ESBC
1313
E.S. Barr & Co
Kentucky
$1.96M – – –
PFS
1314
Prospect Financial Services
New York
$1.96M -$25.8K -113 -1%
RFP
1315
Root Financial Partners
California
$1.94M +$841K +3,688 +99%
BLAM
1316
Bourne Lent Asset Management
New York
$1.93M – – –
CCG
1317
Catalina Capital Group
California
$1.93M +$152K +666 +10%
CH
1318
Cromwell Holdings
Wyoming
$1.93M +$566K +2,483 +51%
CAC
1319
Certified Advisory Corp
Florida
$1.92M -$456 -2 -0%
CWM
1320
Cherrydale Wealth Management
New Jersey
$1.91M +$69.3K +304 +4%
GC
1321
Grimes & Company
Massachusetts
$1.91M +$6.38K +28 +0.4%
ACGA
1322
Atlanta Consulting Group Advisors
Georgia
$1.91M +$1.67M +7,314 New
BWP
1323
Baldwin Wealth Partners
Massachusetts
$1.91M +$21.4K +94 +1%
BFA
1324
Beacon Financial Advisory
Ohio
$1.91M +$106K +467 +7%
PA
1325
PSI Advisors
Florida
$1.91M -$38.3K -168 -2%
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