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Name Holding Trade Value Shares
Change 		Change in
Stake
CAAM
2301
Cornerstone Advisors Asset Management
Pennsylvania
$458K +$456K +9,024 New
WAM
2302
Winslow Asset Management
Ohio
$457K +$16.6K +329 +4%
WAS
2303
Winch Advisory Services
Wisconsin
$456K +$4.91K +97 +1%
AWA
2304
Amplius Wealth Advisors
Pennsylvania
$456K +$11.4K +226 +3%
ACA
2305
Atlas Capital Advisors
Wyoming
$456K +$331K +6,536 +268%
CWC
2306
Carolinas Wealth Consulting
North Carolina
$454K +$1.92M +37,921 +452%
AI
2307
AXS Investments
New York
$453K -$44.3K -875 -9%
ATWA
2308
Arbor Trust Wealth Advisors
Michigan
$453K +$18.1K +357 +4%
DPI
2309
Diversified Portfolios Inc
Michigan
$452K -$227K -4,482 -33%
LIG
2310
Lokken Investment Group
Delaware
$451K -$1.77K -35 -0.4%
LF
2311
LifeSteps Financial
California
$451K +$101 +2 +0%
IF
2312
IRON Financial
Illinois
$451K +$7.84K +155 +2%
TPW
2313
Tiller Private Wealth
Pennsylvania
$451K +$14.2K +280 +3%
SG
2314
Swarthmore Group
Pennsylvania
$449K -$6.58M -130,107 -94%
PMA
2315
Prudent Man Advisors
Illinois
$448K -$607 -12 -0.1%
AI
2316
Accredited Investors
Minnesota
$448K -$202 -4 -0%
AWM
2317
Affinity Wealth Management
Delaware
$447K -$2.73K -54 -0.6%
BFG
2318
Bouchey Financial Group
New York
$447K +$3.19K +63 +0.7%
PGAM
2319
Princeton Global Asset Management
New Jersey
$446K -$18.8K -371 -4%
KS
2320
Karpas Strategies
Connecticut
$446K -$13.6K -269 -3%
AWC
2321
Adamsbrown Wealth Consultants
Kansas
$446K +$60.5K +1,196 +16%
GCC
2322
Game Creek Capital
Massachusetts
$444K +$126K +2,500 +40%
BWCS
2323
Beirne Wealth Consulting Services
Connecticut
$443K +$20.5K +405 +5%
NEWAS
2324
N.E.W. Advisory Services
Wisconsin
$443K +$203K +4,014 +85%
FWM
2325
Fairhaven Wealth Management
Illinois
$443K +$203K +4,017 +85%
91 92
93
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