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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3076
Birinyi Associates
Connecticut
$231K – – –
HA
3077
Hamel Associates
New Jersey
$231K -$31K -505 -13%
WQ
3078
Wealth Quarterback
New Jersey
$230K -$9.46K -154 -4%
ACM
3079
Ardent Capital Management
Ohio
$230K – – –
MAMG
3080
Milestone Asset Management Group
Connecticut
$230K -$4.3K -70 -2%
SFS
3081
Security Financial Services
Indiana
$230K +$204K +3,312 New
BSI
3082
Bennett Selby Investments
Maine
$230K -$13K -211 -6%
MA
3083
MKT Advisors
California
$230K +$204K +3,323 New
RW
3084
Rockport Wealth
Ohio
$230K +$203K +3,309 New
CGA
3085
Crescent Grove Advisors
Illinois
$229K -$35.8K -582 -15%
MIP
3086
Marietta Investment Partners
Wisconsin
$229K – – –
I
3087
INVST
Indiana
$228K +$202K +3,288 New
SCA
3088
Scott Capital Advisors
Oregon
$228K -$4.67K -76 -2%
AWAP
3089
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$228K -$79.3K -1,290 -28%
EWM
3090
Endowment Wealth Management
Wisconsin
$228K -$4.92K -80 -2%
SCA
3091
Strathmore Capital Advisors
North Carolina
$228K +$202K +3,286 New
WIA
3092
Wealthedge Investment Advisors
New York
$227K +$201K +3,276 New
AWA
3093
Authentikos Wealth Advisory
California
$227K – – –
TW
3094
Traveka Wealth
California
$227K -$132K -2,150 -40%
SP
3095
Saranac Partners
$227K +$201K +3,270 New
OW
3096
Olistico Wealth
Oklahoma
$227K +$47.3K +769 +31%
AWM
3097
AAF Wealth Management
Massachusetts
$226K -$46.2K -752 -19%
SC
3098
Stephens Consulting
Michigan
$226K +$7.74K +126 +4%
VCM
3099
Violich Capital Management
California
$225K +$200K +3,250 New
PA
3100
Prism Advisors
California
$225K – – –
122 123
124
125 126