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Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
2526
Ogorek Anthony Joseph
New York
$29K +$1.42K +42 +5%
WFA
2527
West Financial Advisors
Iowa
$28.5K +$2.87K +85 +11%
CTWM
2528
Cherry Tree Wealth Management
Minnesota
$28.4K – – –
CFS
2529
CGC Financial Services
Oregon
$28.2K – – –
WAM
2530
Westport Asset Management
Connecticut
$27.9K – – –
ORAM
2531
One River Asset Management
Connecticut
$26.9K +$28K +828 New
KA
2532
Kozak & Associates
Colorado
$26.3K +$405 +12 +1%
WWM
2533
Wolff Wiese Magana
California
$22.8K -$59.2K -1,753 -71%
CWM
2534
Compass Wealth Management
Connecticut
$22.5K +$8.45K +250 +56%
MIM
2535
Meridiem Investment Management
United Kingdom
$22.4K – – –
FMP
2536
Financial Management Professionals
Texas
$22K -$1.49K -44 -6%
FDCC
2537
Foster Dykema Cabot & Co
Massachusetts
$22K -$68 -2 -0.3%
AW
2538
Avion Wealth
Texas
$21K -$2.74K -81 -11%
SCA
2539
Stuart Chaussee & Associates
California
$20.7K – – –
CWM
2540
Cranbrook Wealth Management
Michigan
$19.4K – – –
HC
2541
Hoese & Co
Minnesota
$19.4K -$5.54K -164 -21%
SHIM
2542
Stone House Investment Management
Pennsylvania
$19.2K +$372 +11 +2%
IUHSA
2543
Itau Unibanco Holding S.A.
Brazil
$18.2K -$68 -2 -0.4%
AP
2544
Arlington Partners
Alabama
$18.1K -$20.3K -600 -52%
AT
2545
Arlington Trust
Alabama
$18.1K +$18.9K +560 New
SWM
2546
Sanctuary Wealth Management
Idaho
$17.4K -$4.97K -147 -22%
LG
2547
LAM Group
Oregon
$17K – – –
EWP
2548
Elevation Wealth Partners
California
$16.8K +$338 +10 +2%
HWM
2549
HighMark Wealth Management
Minnesota
$16.3K +$4.76K +141 +39%
HCM
2550
Hollencrest Capital Management
California
$16.2K -$6.76K -200 -29%
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102
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