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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
2076
Gleason Group
Kentucky
$1.23M +$175K +544 +22%
FAB
2077
First American Bank
Illinois
$1.22M -$11.3K -35 -1%
CFFP
2078
Center for Financial Planning
Michigan
$1.22M -$117K -364 -11%
WCFA
2079
Walkner Condon Financial Advisors
Wisconsin
$1.22M +$126K +392 +15%
JFGIW
2080
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.22M -$46K -143 -5%
LWAM
2081
Legacy Wealth Asset Management
Minnesota
$1.22M +$638K +1,984 +192%
TIM
2082
Total Investment Management
Arizona
$1.22M +$138K +429 +17%
NHC
2083
Nicholas Hoffman & Company
Georgia
$1.22M +$322 +1 +0%
BA
2084
Ballew Advisors
Mississippi
$1.21M -$32.8K -102 -3%
PP
2085
Patron Partners
Texas
$1.21M +$256K +797 +36%
HMS
2086
Hanseatic Management Services
New Mexico
$1.21M +$967K +3,006 New
SWM
2087
Silverlake Wealth Management
Vermont
$1.21M -$9.33K -29 -1%
RCM
2088
RNC Capital Management
California
$1.21M -$327K -1,016 -25%
FCM
2089
Firsthand Capital Management
California
$1.21M -$322K -1,000 -25%
CFM
2090
Crawford Fund Management
Massachusetts
$1.21M – – –
VFM
2091
Viking Fund Management
North Dakota
$1.21M – – –
PCM
2092
Pentwater Capital Management
Florida
$1.21M +$965K +3,000 New
AWP
2093
Abacus Wealth Partners
California
$1.21M -$77.9K -242 -7%
SWM
2094
Stark Wealth Management
Pennsylvania
$1.21M +$963K +2,994 New
CF
2095
Corrigan Financial
Rhode Island
$1.21M +$963K +2,993 New
AF
2096
Atala Financial
California
$1.21M +$962K +2,990 New
HIS
2097
Horizon Investment Services
Indiana
$1.21M -$8.04K -25 -0.8%
CFO
2098
Custos Family Office
Texas
$1.21M +$37.6K +117 +4%
MWM
2099
Maridea Wealth Management
New York
$1.21M +$960K +2,985 New
AW
2100
Avion Wealth
Texas
$1.21M -$64.3K -200 -6%
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84
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