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Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
2401
Gerber Kawasaki Wealth & Investment Management
California
$272K -$227K -5,764 -45%
CCA
2402
Cora Capital Advisors
New Jersey
$272K -$63.9K -1,621 -19%
S
2403
SimplyRich
California
$272K – – –
JLBC
2404
J.L. Bainbridge & Co
Florida
$272K -$29.9K -757 -10%
SA
2405
Syntax Advisors
New York
$270K +$2.48K +63 +0.9%
VCG
2406
Vantage Consulting Group
Virginia
$270K +$2.48K +63 +0.9%
MRCM
2407
M&R Capital Management
New Jersey
$270K +$29K +735 +12%
SWP
2408
Summit Wealth Partners
Florida
$269K +$52.2K +1,323 +24%
TIAM2
2409
Tru Independence Asset Management 2
Oregon
$269K +$273K +6,925 New
MWM
2410
Marion Wealth Management
Pennsylvania
$269K +$1.18K +30 +0.4%
SWK
2411
Stephen W. Kidder
$269K -$63.1K -1,600 -19%
LWA
2412
Lowe Wealth Advisors
Maryland
$268K -$680K -17,248 -71%
BWCS
2413
Beirne Wealth Consulting Services
Connecticut
$268K -$10.9K -276 -4%
QC
2414
Quent Capital
New York
$268K +$3.9K +99 +1%
BSSFA
2415
Baron Silver Stevens Financial Advisors
Florida
$266K +$1.18K +30 +0.4%
CANY
2416
Caxton Associates (New York)
New York
$266K +$270K +6,852 New
HCM
2417
Hutner Capital Management
Vermont
$266K -$18.7K -473 -6%
CG
2418
CFO4Life Group
Texas
$266K +$12.3K +313 +5%
KC
2419
Kingfisher Capital
North Carolina
$266K -$33.3K -845 -11%
EE
2420
EWG Elevate
California
$265K +$47K +1,193 +21%
PHIC
2421
Pine Haven Investment Counsel
Massachusetts
$265K -$7.89K -200 -3%
CWM
2422
Centurion Wealth Management
Virginia
$264K -$17.8K -452 -6%
JWCA
2423
J.W. Coons Advisors
Ohio
$264K -$10.4K -264 -4%
MWC
2424
MBM Wealth Consultants
Missouri
$263K – – –
HS
2425
Horan Securities
United States
$263K +$14.8K +376 +6%
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97
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