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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1576
Coastwise Capital Group
California
$1.15M +$630K +2,652 +135%
NIP
1577
Nicholas Investment Partners
California
$1.15M – – –
WQ
1578
Wealth Quarterback
New Jersey
$1.15M -$46.8K -197 -4%
IFPL
1579
Investments & Financial Planning LLC
Kentucky
$1.14M – – –
PP
1580
Patten & Patten
Tennessee
$1.14M +$11.4K +48 +1%
OHWP
1581
Oak Harbor Wealth Partners
North Carolina
$1.14M -$11.9K -50 -1%
WSWA
1582
Warren Street Wealth Advisors
California
$1.14M +$32.6K +137 +3%
SMWM
1583
Silvia McColl Wealth Management
California
$1.14M +$48.7K +205 +5%
RIM
1584
Rockbridge Investment Management
New York
$1.14M +$71.8K +302 +7%
PMG
1585
ProVise Management Group
Florida
$1.14M -$951 -4 -0.1%
GWMIA
1586
Global Wealth Management Investment Advisory
Florida
$1.14M -$85.8K -361 -7%
SN
1587
Sittner & Nelson
Oregon
$1.13M -$39.7K -167 -4%
BCM
1588
BluePointe Capital Management
California
$1.13M +$1.08M +4,553 New
MF
1589
Manchester Financial
California
$1.13M +$22.6K +95 +2%
PCA
1590
Prosperity Capital Advisors
Ohio
$1.13M +$29.5K +124 +3%
BA
1591
Ballast Advisors
Minnesota
$1.13M +$254K +1,067 +31%
EWM
1592
Executive Wealth Management
Michigan
$1.13M +$55.1K +232 +5%
GC
1593
GFG Capital
Florida
$1.13M -$39.9K -168 -4%
SC
1594
Shearwater Capital
Colorado
$1.12M – – –
FPGK
1595
Financial Partners Group (Kansas)
Kansas
$1.12M +$55.1K +232 +5%
NCM
1596
Northwest Capital Management
Oregon
$1.12M – – –
AC
1597
AXQ Capital
New Jersey
$1.12M +$143K +600 +15%
MFWP
1598
Mosaic Family Wealth Partners
Missouri
$1.12M -$23.8K -100 -2%
LWM
1599
Lakeridge Wealth Management
Ohio
$1.12M +$1.07M +4,494 New
AWM
1600
Avaii Wealth Management
Wisconsin
$1.12M -$346K -1,455 -24%
62 63
64
65 66