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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
3876
Integris Wealth Management
California
$304K +$22.2K +69 +7%
CPC
3877
Cadia Private Client
New Jersey
$304K +$322 +1 +0.1%
GRA
3878
Golden Road Advisors
Florida
$303K +$34.1K +106 +12%
SWG
3879
Summit Wealth Group
Vermont
$303K +$128K +397 +65%
NCMW
3880
Northern Capital Management (Washington)
Washington
$303K – – –
AP
3881
Advisortrust Partners
North Carolina
$303K +$39.6K +123 +14%
SIG
3882
Spinnaker Investment Group
California
$303K -$27.7K -86 -8%
AI
3883
ArchPoint Investors
Florida
$302K – – –
MIM
3884
Merrion Investment Management
New Jersey
$302K – – –
2WWM
3885
21 West Wealth Management
California
$302K – – –
WJA
3886
Willis Johnson & Associates
Texas
$301K +$12.2K +38 +4%
AI
3887
Arvest Investments
Arkansas
$301K +$320K +995 New
CW
3888
Curio Wealth
Maryland
$301K +$2.57K +8 +0.8%
BSAM
3889
Blue Square Asset Management
New York
$300K – – –
CMAI
3890
Capital Management Associates Inc
Minnesota
$300K -$13.8K -43 -4%
MPW
3891
Magnolia Private Wealth
Pennsylvania
$300K +$10.6K +33 +3%
AG
3892
AmeriFlex Group
Nevada
$299K -$98.7K -307 -24%
PGA
3893
Portland Global Advisors
Maine
$299K – – –
RC
3894
Rexford Capital
Texas
$299K +$38.9K +121 +14%
BBA
3895
Braun-Bostich & Associates
Pennsylvania
$299K -$28.6K -89 -8%
PS
3896
Portfolio Strategies
New York
$298K +$318K +988 New
CFG
3897
Carter Financial Group
Illinois
$298K -$15.4K -48 -5%
RCI
3898
RS Crum Inc
California
$298K – – –
IF
3899
IRON Financial
Illinois
$297K +$24.4K +76 +8%
MCP
3900
Miller Capital Partners
Michigan
$297K – – –
154 155
156
157 158