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Name Holding Trade Value Shares
Change 		Change in
Stake
BLAM
2451
Bourne Lent Asset Management
New York
$253K – – –
GWA
2452
Gratus Wealth Advisors
Virginia
$253K -$16.7K -414 -6%
CCP
2453
Carmel Capital Partners
California
$252K +$31.7K +787 +15%
MA
2454
MAS Advisors
Florida
$252K -$31.6K -783 -11%
SIG
2455
Sargent Investment Group
Maryland
$252K +$4.63K +115 +2%
ACH
2456
ArrowMark Colorado Holdings
Colorado
$252K – – –
RWA
2457
Redhawk Wealth Advisors
Minnesota
$252K +$29.1K +721 +13%
FZCM
2458
Flynn Zito Capital Management
New York
$252K +$645 +16 +0.3%
OLA
2459
Oliver Luxxe Assets
New Jersey
$251K +$13.8K +342 +6%
DCM
2460
Driehaus Capital Management
Illinois
$251K -$58.4K -1,449 -19%
CWM
2461
Connecticut Wealth Management
Connecticut
$251K +$50.7K +1,257 +26%
BIM
2462
Baldwin Investment Management
Pennsylvania
$250K -$8.71K -216 -3%
EGA
2463
E&G Advisors
Texas
$250K -$11.9K -295 -5%
SRC
2464
Sage Rhino Capital
California
$250K +$20.6K +512 +9%
SWIM
2465
Smallwood Wealth Investment Management
New Jersey
$250K +$12K +298 +5%
DSAM
2466
Dock Street Asset Management
Florida
$250K – – –
GWAM
2467
Guardian Wealth Advisors (Minnesota)
Minnesota
$249K -$16.4K -407 -6%
OPPS
2468
Obsidian Personal Planning Solutions
Maryland
$249K +$846 +21 +0.3%
TSMHT
2469
Thurston Springer Miller Herd & Titak
Indiana
$249K +$243K +6,026 New
RB
2470
Renasant Bank
Mississippi
$248K -$250K -6,200 -51%
GWMR
2471
GC Wealth Management RIA
Massachusetts
$248K -$19.5K -483 -7%
PP
2472
Pacifica Partners
Canada
$247K +$5.44K +135 +2%
LW
2473
Lauer Wealth
Indiana
$247K -$178K -4,425 -43%
LWA
2474
Lantern Wealth Advisors
New York
$246K -$47.2K -1,170 -9%
IWM
2475
Integris Wealth Management
California
$246K -$5.76K -143 -2%
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99
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