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Name Holding Trade Value Shares
Change 		Change in
Stake
BTD
3076
BankPlus Trust Department
Mississippi
$318K -$20.9K -148 -6%
MWA
3077
Medallion Wealth Advisors
Connecticut
$318K -$15.5K -110 -5%
MWM
3078
Maridea Wealth Management
New York
$318K +$6.49K +46 +2%
WBG
3079
Wharton Business Group
Pennsylvania
$318K – – –
CWMG
3080
Compass Wealth Management (Georgia)
Georgia
$318K +$313K +2,220 New
KCIC
3081
Kuhn & Co Investment Counsel
Illinois
$318K – – –
MAM
3082
McLean Asset Management
Virginia
$317K -$11.1K -79 -4%
UAML
3083
US Asset Management LLC
Pennsylvania
$317K -$1.13K -8 -0.4%
CIS
3084
Custom Index Systems
New York
$317K +$7.33K +52 +2%
PWM
3085
Puff Wealth Management
New Jersey
$317K -$24.1K -171 -7%
WDL
3086
Well Done LLC
Michigan
$316K +$83K +589 +36%
BC
3087
Bowman & Company
Wisconsin
$315K -$10.9K -77 -3%
WCWM
3088
Wooster Corthell Wealth Management
Connecticut
$315K – – –
MAC
3089
Mason & Associates (California)
California
$315K -$8.6K -61 -3%
LEA
3090
Legacy Edge Advisors
New York
$315K +$15.2K +108 +5%
RAG
3091
RIA Advisory Group
Iowa
$314K -$53.7K -381 -15%
SWG
3092
Summit Wealth Group
Vermont
$314K -$9.87K -70 -3%
ACC
3093
Acorn Creek Capital
Colorado
$313K -$58.1K -412 -16%
AWM
3094
Avaii Wealth Management
Wisconsin
$313K +$308K +2,185 New
MC
3095
Matisse Capital
Oregon
$313K +$564 +4 +0.2%
SIC
3096
Sterling Investment Counsel
New York
$312K -$222K -1,573 -42%
VPWA
3097
Vestia Personal Wealth Advisors
Indiana
$310K +$282 +2 +0.1%
CIG
3098
Cairn Investment Group
Washington
$310K -$158K -1,120 -34%
GFWA
3099
Grey Fox Wealth Advisors
Delaware
$310K -$36.9K -262 -11%
FIM
3100
FWL Investment Management
Texas
$309K +$305K +2,160 New
122 123
124
125 126