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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2801
Beam Wealth Advisors
Louisiana
$235K +$3.94K +73 +2%
CMI
2802
Clare Market Investments
Texas
$235K +$1.13K +21 +0.5%
SCG
2803
Sonata Capital Group
Washington
$235K – – –
WQ
2804
Wealth Quarterback
New Jersey
$235K +$19.6K +363 +9%
TCBWMS
2805
Texas Capital Bank Wealth Management Services
Texas
$235K +$13.3K +247 +6%
TDC
2806
Thompson Davis & Co
Virginia
$235K +$235K +4,364 New
WAM
2807
WNY Asset Management
New York
$233K -$6.58K -122 -3%
SSW
2808
Smith Shellnut Wilson
Mississippi
$233K – – –
CFA
2809
Capstone Financial Advisors
Illinois
$233K -$2.43K -45 -1%
LL
2810
LPWM LLC
Minnesota
$233K – – –
MWP
2811
Meridian Wealth Partners
Pennsylvania
$233K +$8.36K +155 +4%
BWM
2812
BlackDiamond Wealth Management
New York
$232K +$3.51K +65 +1%
HFBOT
2813
Home Federal Bank of Tennessee
Tennessee
$232K -$647 -12 -0.3%
SIC
2814
SJS Investment Consulting
Ohio
$232K +$30.5K +565 +15%
CCM
2815
Crabel Capital Management
California
$231K +$232K +4,300 New
AIM
2816
Avity Investment Management
Connecticut
$231K -$54K -1,000 -19%
DE
2817
Day & Ennis
Georgia
$230K +$54 +1 +0%
SCA
2818
Scott Capital Advisors
Oregon
$229K +$15.2K +282 +7%
LNWTC
2819
Laird Norton Wetherby Trust Company
Washington
$229K -$1.62K -30 -0.7%
WF
2820
Whelan Financial
California
$229K +$4.05K +75 +2%
JC
2821
Jentner Corp
Ohio
$228K +$1.29K +24 +0.6%
ERWM
2822
Elk River Wealth Management
Colorado
$227K -$23.6K -438 -9%
HR
2823
Hardy Reed
Mississippi
$227K -$3.02K -56 -1%
JF
2824
JSF Financial
California
$227K -$39.4K -731 -15%
MJP
2825
Michael J. Puzo
$227K -$3.35K -62 -1%
111 112
113
114 115