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Name Holding Trade Value Shares
Change 		Change in
Stake
GBWM
2826
Granite Bay Wealth Management
New Hampshire
$504K +$11.9K +52 +3%
BWM
2827
BlackDiamond Wealth Management
New York
$503K +$36.6K +160 +8%
WP
2828
WealthSpring Partners
California
$501K +$915 +4 +0.2%
EWP
2829
Engrave Wealth Partners
Texas
$499K -$1.83K -8 -0.4%
VC
2830
Veery Capital
Delaware
$499K +$27.9K +122 +6%
VP
2831
Verum Partners
North Carolina
$498K +$480K +2,097 New
JWM
2832
JFG Wealth Management
Colorado
$498K +$479K +2,095 New
AFAS
2833
Acorn Financial Advisory Services
Virginia
$497K +$5.26K +23 +1%
CWM
2834
Chesapeake Wealth Management
Virginia
$497K -$18.1K -79 -4%
OFW
2835
Omnia Family Wealth
Florida
$494K – – –
SIS
2836
Sound Income Strategies
Florida
$493K +$97.5K +426 +26%
SAM
2837
Smithbridge Asset Management
Pennsylvania
$492K -$173K -754 -27%
LA
2838
Lane & Associates
New Jersey
$492K +$9.38K +41 +2%
CG
2839
Clifford Group
Massachusetts
$491K +$12.6K +55 +3%
CCP
2840
Cassia Capital Partners
North Carolina
$491K +$474K +2,069 New
SFA
2841
Source Financial Advisors
New York
$491K +$188K +823 +66%
HFM
2842
Hartford Funds Management
Pennsylvania
$491K +$56.8K +248 +14%
WDG
2843
Wealth Dimensions Group
Ohio
$491K +$124K +540 +35%
JEST
2844
JTC Employer Solutions Trustee
Jersey
$490K – – –
FCIM
2845
Fairview Capital Investment Management
California
$489K – – –
UW
2846
Unique Wealth
Florida
$488K +$97K +424 +26%
CFD
2847
Creative Financial Designs
Indiana
$487K +$11.2K +49 +2%
RWPA
2848
Richard W. Paul & Associates
Michigan
$486K -$3.66K -16 -0.8%
SCM
2849
SOL Capital Management
Maryland
$484K – – –
ML
2850
McAdam LLC
Pennsylvania
$484K +$41.9K +183 +10%
112 113
114
115 116