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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3126
Abound Wealth Management
Tennessee
$220K -$5.35K -87 -3%
FA
3127
FSA Advisors
Michigan
$220K -$15.9K -258 -8%
CMI
3128
Clare Market Investments
Texas
$220K -$36.1K -587 -16%
TB
3129
Terril Brothers
Missouri
$219K +$194K +3,161 New
MJP
3130
Michael J. Puzo
$219K -$36.9K -600 -16%
LWM
3131
LJI Wealth Management
Indiana
$219K -$12.7K -207 -6%
WA
3132
Wealthstream Advisors
New York
$219K -$32.8K -533 -14%
APW
3133
Axim Planning & Wealth
Ohio
$218K +$194K +3,149 New
BBNB
3134
Baker Boyer National Bank
Washington
$218K +$193K +3,146 New
BFS
3135
Beacon Financial Strategies
North Carolina
$218K +$193K +3,141 New
PWS
3136
Peterson Wealth Services
Utah
$218K -$51.3K -835 -21%
WA
3137
Whipplewood Advisors
Colorado
$217K +$16K +261 +9%
DHC
3138
Drum Hill Capital
Connecticut
$217K +$192K +3,131 New
CWM
3139
Centricity Wealth Management
Ohio
$217K – – –
SM
3140
Sweeney & Michel
California
$217K +$196K +3,190 New
RP
3141
Rowlandmiller & Partners
Georgia
$217K +$12.3K +200 +7%
IWS
3142
Insight Wealth Strategies
California
$216K +$192K +3,123 New
SW
3143
SMART Wealth
Nebraska
$216K +$191K +3,110 New
SFG
3144
Sterling Financial Group
California
$215K +$190K +3,096 New
SWM
3145
Shakespeare Wealth Management
Wisconsin
$215K +$190K +3,092 New
TPW
3146
TL Private Wealth
Texas
$214K +$191K +3,110 New
MA
3147
Mezzasalma Advisors
New Jersey
$214K +$190K +3,089 New
WA
3148
Westfuller Advisors
New York
$214K -$36.6K -596 -16%
IFPG
3149
Intrepid Financial Planning Group
Indiana
$214K +$189K +3,080 New
CA
3150
CapWealth Advisors
Tennessee
$214K +$189K +3,079 New
124 125
126
127 128