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Name Holding Trade Value Shares
Change 		Change in
Stake
UWP
3126
Uniting Wealth Partners
Kansas
$890K -$12.6K -37 -1%
TPW
3127
Transatlantique Private Wealth
New York
$889K -$34.8K -102 -4%
WAOI
3128
Wealth Advisors of Iowa
Iowa
$888K -$32K -94 -4%
HHCP
3129
Hilton Head Capital Partners
South Carolina
$888K +$863K +2,532 New
WSWA
3130
Warren Street Wealth Advisors
California
$888K -$101K -296 -10%
JFGLC
3131
Johnson Financial Group LLC (Colorado)
Colorado
$886K +$345K +1,013 +67%
MWM
3132
Maripau Wealth Management
Indiana
$885K +$25.9K +76 +3%
WWM
3133
Walser Wealth Management
Florida
$885K +$859K +2,522 New
CRIG
3134
Charter Research & Investment Group
Connecticut
$884K – – –
NA
3135
Navellier & Associates
Nevada
$881K – – –
FCM
3136
Fell Capital Management
California
$873K +$848K +2,489 New
MEG
3137
Millstone Evans Group
Colorado
$873K -$341 -1 -0%
GIP
3138
Greatmark Investment Partners
Georgia
$871K -$354K -1,038 -29%
RFW
3139
Rainier Family Wealth
Washington
$869K +$123K +360 +17%
PCM
3140
Permanent Capital Management
Illinois
$869K -$30.3K -89 -3%
VFP
3141
Vilga Financial Planning
New Jersey
$869K +$845K +2,479 New
BA
3142
Birinyi Associates
Connecticut
$868K +$341 +1 +0%
NAAA
3143
New Age Alpha Advisors
New York
$867K -$431K -1,265 -34%
OFO
3144
OneAscent Family Office
Alabama
$867K +$158K +463 +23%
GSIAS
3145
Garden State Investment Advisory Services
New Jersey
$867K -$76K -223 -8%
BWM
3146
BlackDiamond Wealth Management
New York
$866K +$71.9K +211 +9%
WAG
3147
Wallace Advisory Group
California
$865K -$494K -1,449 -37%
OCM
3148
Orleans Capital Management
Louisiana
$865K +$295K +867 +54%
GWAG
3149
Garrett Wealth Advisory Group
Texas
$864K -$4.77K -14 -0.6%
AHL
3150
Abel Hall LLC
Louisiana
$862K +$176K +518 +27%
124 125
126
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