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Name Holding Trade Value Shares
Change 		Change in
Stake
BDL
3226
Bey-Douglas LLC
Georgia
$5.55M +$1.37M +6,768 +33%
LWM
3227
Lakeridge Wealth Management
Ohio
$5.54M -$289K -1,432 -5%
WWMSC
3228
Wagner Wealth Management (South Carolina)
South Carolina
$5.53M +$250K +1,240 +5%
KWM
3229
Kingsman Wealth Management
Florida
$5.52M -$3.13M -15,513 -37%
HPM
3230
Hoxton Planning & Management
West Virginia
$5.51M -$131K -651 -2%
EB
3231
Exchange Bank
California
$5.5M -$157K -776 -3%
EPW
3232
Evergreen Private Wealth
Colorado
$5.5M +$246K +1,218 +5%
AWM
3233
Act Wealth Management
Texas
$5.5M +$122K +602 +2%
TCWM
3234
Total Clarity Wealth Management
Illinois
$5.49M -$192K -951 -3%
PSFG
3235
Park Square Financial Group
Georgia
$5.49M -$298K -1,474 -5%
MAM
3236
MWA Asset Management
Massachusetts
$5.49M +$42.2K +209 +0.8%
MKC
3237
M. Kraus & Co
Vermont
$5.49M -$3.03K -15 -0.1%
MCM
3238
Magnolia Capital Management
New York
$5.48M – – –
WG
3239
Winton Group
United Kingdom
$5.48M +$2.51M +12,422 +87%
SA
3240
Sage Advisors
Colorado
$5.48M -$3.71M -18,359 -41%
WFAG
3241
Worth Financial Advisory Group
North Carolina
$5.48M +$218K +1,080 +4%
MSK
3242
Melissa S. Kampmann
$5.47M -$192K -950 -3%
CCM
3243
Check Capital Management
California
$5.47M +$4.24K +21 +0.1%
VIA
3244
Vickerman Investment Advisors
Washington
$5.47M +$203K +1,004 +4%
CGFA
3245
Colton Groome Financial Advisors
North Carolina
$5.47M +$95.7K +474 +2%
AWC
3246
Adamsbrown Wealth Consultants
Kansas
$5.44M +$14.5K +72 +0.3%
FB
3247
First Bancorp
Maine
$5.44M -$247K -1,225 -4%
AWM
3248
Affinity Wealth Management
Delaware
$5.43M -$11.1K -55 -0.2%
ML
3249
Mayport LLC
Massachusetts
$5.43M +$206K +1,018 +4%
JGCM
3250
Joseph Group Capital Management
Ohio
$5.42M +$788K +3,900 +17%
128 129
130
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