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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3651
Fortress Wealth Management
California
$354K +$301 +1 +0.1%
CA
3652
CGN Advisors
Kansas
$353K -$27.7K -92 -8%
VW
3653
Vance Wealth
California
$353K +$19.8K +66 +6%
FWM
3654
Focused Wealth Management
New York
$352K -$5.11K -17 -2%
DWM
3655
Dechtman Wealth Management
Colorado
$352K +$301 +1 +0.1%
GCM
3656
Gallacher Capital Management
Colorado
$352K +$106K +354 +47%
SFCL
3657
Strengthening Families & Communities LLC
Massachusetts
$352K -$5.41K -18 -2%
PFW
3658
Petros Family Wealth
Minnesota
$351K +$334K +1,112 New
JPG
3659
Jordan Park Group
California
$351K +$50.2K +167 +18%
GWA
3660
Geometric Wealth Advisors
District of Columbia
$350K – – –
MSA
3661
McAlister Sweet & Associates
Texas
$350K – – –
GCA
3662
Greenwood Capital Associates
South Carolina
$350K – – –
WAN
3663
Wealth Advisors Northwest
Oregon
$349K +$333K +1,106 New
HIM
3664
Hanlon Investment Management
New Jersey
$349K +$59.2K +197 +22%
WCM
3665
Windward Capital Management
California
$348K – – –
TIM
3666
Tortoise Investment Management
New York
$347K +$9.92K +33 +3%
TCM
3667
Thoma Capital Management
Maryland
$347K +$330K +1,099 New
IA
3668
Inspire Advisors
Idaho
$346K +$71.9K +239 +28%
AIA
3669
AIMZ Investment Advisors
California
$346K – – –
TWA
3670
Tandem Wealth Advisors
Arizona
$345K +$15K +50 +5%
PFA
3671
Petra Financial Advisors
Colorado
$345K +$4.81K +16 +1%
PGIM
3672
Pacific Global Investment Management
California
$345K -$3.36M -11,166 -91%
WC
3673
Wynn Capital
Georgia
$343K +$43.9K +146 +16%
MHIC
3674
Marble Harbor Investment Counsel
Massachusetts
$343K – – –
CW
3675
Cook Wealth
North Carolina
$342K – – –
145 146
147
148 149