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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
4726
Kennicott Capital Management
California
$635K – – –
HWMG
4727
Hurlow Wealth Management Group
Indiana
$634K -$65.1K -300 -8%
CWM
4728
Core Wealth Management
Florida
$634K – – –
PWM
4729
Praetorian Wealth Management
California
$633K – – –
TFA
4730
Tranquilli Financial Advisor
New Jersey
$632K -$871K -4,016 -55%
TAM
4731
Trillium Asset Management
Massachusetts
$632K -$33.4K -154 -4%
AFW
4732
Atlantic Family Wealth
Florida
$631K +$48K +221 +7%
CWM
4733
CarsonAllaria Wealth Management
Illinois
$628K -$13.9K -64 -2%
HCA
4734
Hyperion Capital Advisors
New York
$628K -$95.5K -440 -12%
AWM
4735
Altus Wealth Management
Kentucky
$627K +$13K +60 +2%
CWM
4736
C2C Wealth Management
Arizona
$627K – – –
DFA
4737
DHJJ Financial Advisors
Illinois
$627K +$434 +2 +0.1%
TAM
4738
Tucker Asset Management
Colorado
$626K +$1.95K +9 +0.3%
GOCP
4739
Great Oak Capital Partners
Massachusetts
$626K – – –
FA
4740
FF Advisors
California
$624K -$9.11K -42 -1%
IWA
4741
IVC Wealth Advisors
Pennsylvania
$623K +$10.2K +47 +1%
BBNB
4742
Baker Boyer National Bank
Washington
$622K -$255K -1,173 -26%
WIA
4743
Wetzel Investment Advisors
Indiana
$622K -$56.2K -259 -7%
NECFA
4744
New England Capital Financial Advisors
Connecticut
$621K -$36.2K -167 -5%
CIR
4745
Clear Investment Research
Georgia
$620K +$12.2K +56 +2%
SA
4746
SoundView Advisors
Washington
$620K +$214K +985 +43%
WH
4747
Wallace Hart
Kentucky
$619K -$423K -1,951 -37%
PPA
4748
Painted Porch Advisors
California
$619K -$168K -774 -19%
AA
4749
ACT Advisors
North Carolina
$618K +$25.4K +117 +4%
AC
4750
Avant Capital
Louisiana
$614K -$74.4K -343 -10%
188 189
190
191 192