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Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1751
JB Capital
Connecticut
$4.62M -$405K -1,188 -8%
LAM
1752
Lynch Asset Management
Pennsylvania
$4.61M +$85.2K +250 +2%
CSC
1753
Caldwell Sutter Capital
California
$4.61M -$26.2K -77 -0.6%
IFWM
1754
Institute for Wealth Management
Colorado
$4.61M -$94.4K -277 -2%
AWM
1755
Aprio Wealth Management
Georgia
$4.61M +$1.68M +4,936 +60%
LC
1756
Lakehouse Capital
Australia
$4.6M – – –
MYIA
1757
Mount Yale Investment Advisors
Colorado
$4.6M +$547K +1,606 +14%
AWM
1758
Aries Wealth Management
Maine
$4.6M -$56.9K -167 -1%
CGL
1759
Clarius Group LLC
Washington
$4.6M -$101K -297 -2%
A
1760
Argentarii
Ohio
$4.59M +$245K +719 +6%
DWM
1761
Dynasty Wealth Management
Florida
$4.58M +$202K +594 +5%
ACM
1762
Alcosta Capital Management
California
$4.58M -$231K -678 -5%
WWM
1763
Wolff Wiese Magana
California
$4.58M +$319K +937 +8%
NA
1764
NWM Advisors
California
$4.56M +$4.43M +13,011 New
BTI
1765
Blue Trust Inc
Georgia
$4.56M -$68.1K -200 -2%
DA
1766
Doliver Advisors
Texas
$4.55M -$35.1K -103 -0.8%
BHIA
1767
Birch Hill Investment Advisors
Massachusetts
$4.54M +$1.21M +3,538 +38%
GSEP
1768
Golden State Equity Partners
California
$4.54M +$224K +657 +5%
WSC
1769
Wellington Shields & Co
New York
$4.54M +$99.8K +293 +2%
KCM
1770
Kerusso Capital Management
North Carolina
$4.54M +$1.05M +3,093 +31%
TGAM
1771
TBH Global Asset Management
Tennessee
$4.53M +$1.12M +3,286 +34%
SLWA
1772
San Luis Wealth Advisors
California
$4.53M +$367K +1,077 +9%
LFA
1773
Legacy Financial Advisors
Kentucky
$4.53M -$96.1K -282 -2%
SC
1774
Stance Capital
Massachusetts
$4.53M +$1.55M +4,547 +54%
SEEDPG
1775
S.E.E.D. Planning Group
New York
$4.52M -$46.7K -137 -1%
69 70
71
72 73