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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
2101
ADE LLC
Maryland
$387K +$355K +8,638 New
SAM
2102
Secure Asset Management
Michigan
$385K -$126K -3,078 -26%
MF
2103
Montis Financial
Massachusetts
$385K +$346K +8,423 New
SLWA
2104
San Luis Wealth Advisors
California
$385K +$354K +8,613 New
MFS
2105
Madrona Financial Services
Washington
$384K -$16.9K -410 -5%
RM
2106
Resource Management
Louisiana
$384K +$5.18K +126 +1%
SAA
2107
Southeast Asset Advisors
Georgia
$382K -$11.7K -284 -3%
POIA
2108
Pin Oak Investment Advisors
Texas
$382K +$18.5K +450 +6%
SSCA
2109
South Shore Capital Advisors
Massachusetts
$382K +$350K +8,528 New
KIG
2110
Kowal Investment Group
Wisconsin
$380K +$341K +8,291 New
FMN
2111
Financial Management Network
California
$380K +$345K +8,386 New
FA
2112
FMA Advisory
Pennsylvania
$379K -$80K -1,946 -19%
CWP
2113
CFM Wealth Partners
Texas
$379K +$863 +21 +0.2%
STA
2114
Summit Trail Advisors
New York
$378K -$655K -15,941 -65%
CCM
2115
Chilton Capital Management
Texas
$378K -$107K -2,615 -24%
LP
2116
LGL Partners
Pennsylvania
$378K – – –
CVM
2117
Cheviot Value Management
California
$378K +$90.5K +2,202 +35%
AWA
2118
ARS Wealth Advisors
Florida
$377K -$138K -3,369 -29%
PBO
2119
Peoples Bank (Ohio)
Ohio
$376K -$26.6K -647 -7%
WLIM
2120
White Lighthouse Investment Management
Massachusetts
$376K – – –
LWA
2121
Lineweaver Wealth Advisors
Ohio
$376K +$33.4K +812 +11%
CNB
2122
Camden National Bank
Maine
$375K -$177K -4,305 -34%
PWAG
2123
Polaris Wealth Advisory Group
California
$375K -$98.6K -2,400 -22%
KA
2124
Klingman & Associates
New York
$375K +$83.3K +2,028 +32%
MRCM
2125
M&R Capital Management
New Jersey
$372K -$16.4K -400 -5%
83 84
85
86 87