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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2726
Westfuller Advisors
New York
$456K +$5.79K +78 +1%
AWG
2727
Altus Wealth Group
Colorado
$456K -$19.4K -261 -4%
HWMC
2728
Heritage Wealth Management (California)
California
$456K -$81K -1,092 -16%
SIC
2729
Sage Investment Counsel
Tennessee
$454K +$74 +1 +0%
QWM
2730
Quaker Wealth Management
New Jersey
$453K +$1.11K +15 +0.3%
LJHT
2731
Laurie J. Hall Trustee
$453K -$37.8K -510 -8%
PCM
2732
Polymer Capital Management
New York
$453K -$169K -2,279 -28%
IPW
2733
Intergy Private Wealth
Colorado
$453K -$11K -148 -2%
FBC
2734
Fairfield, Bush & Co
Connecticut
$452K – – –
PWP
2735
Perfromance Wealth Partners
Illinois
$452K +$1.63K +22 +0.4%
CIS
2736
Custom Index Systems
New York
$452K +$193K +2,604 +80%
RAG
2737
RIA Advisory Group
Iowa
$452K -$39.9K -538 -8%
CWA
2738
Carolina Wealth Advisors
South Carolina
$451K +$117K +1,575 +37%
AL
2739
ADE LLC
Maryland
$451K – – –
KFS
2740
Kurt F. Somerville
$449K -$3.71K -50 -0.9%
KPWG
2741
KFA Private Wealth Group
Virginia
$447K -$7.49K -101 -2%
MAM
2742
McLean Asset Management
Virginia
$447K +$3.56K +48 +0.8%
SNBOSD
2743
Security National Bank of So Dak
Iowa
$447K – – –
FWP
2744
Flatrock Wealth Partners
California
$447K +$430K +5,798 New
VFA
2745
Voya Financial Advisors
Connecticut
$446K +$28.8K +388 +7%
JE
2746
JMAC Enterprises
Pennsylvania
$445K – – –
AT
2747
Arlington Trust
Alabama
$445K -$892K -12,023 -68%
GRR
2748
Golden Reserve Retirement
Ohio
$445K +$428K +5,772 New
SWP
2749
Semus Wealth Partners
Florida
$444K +$2.45K +33 +0.6%
CWG
2750
Crown Wealth Group
North Carolina
$444K +$37.8K +510 +10%
108 109
110
111 112