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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3076
Sterling Wealth Management
Illinois
$319K +$314K +2,226 New
BTD
3077
BankPlus Trust Department
Mississippi
$318K -$20.9K -148 -6%
MWA
3078
Medallion Wealth Advisors
Connecticut
$318K -$15.5K -110 -5%
MWM
3079
Maridea Wealth Management
New York
$318K +$6.49K +46 +2%
WBG
3080
Wharton Business Group
Pennsylvania
$318K – – –
CWMG
3081
Compass Wealth Management (Georgia)
Georgia
$318K +$313K +2,220 New
KCIC
3082
Kuhn & Co Investment Counsel
Illinois
$318K – – –
MAM
3083
McLean Asset Management
Virginia
$317K -$11.1K -79 -4%
UAML
3084
US Asset Management LLC
Pennsylvania
$317K -$1.13K -8 -0.4%
CIS
3085
Custom Index Systems
New York
$317K +$7.33K +52 +2%
PWM
3086
Puff Wealth Management
New Jersey
$317K -$24.1K -171 -7%
WDL
3087
Well Done LLC
Michigan
$316K +$83K +589 +36%
BC
3088
Bowman & Company
Wisconsin
$315K -$10.9K -77 -3%
WCWM
3089
Wooster Corthell Wealth Management
Connecticut
$315K – – –
MAC
3090
Mason & Associates (California)
California
$315K -$8.6K -61 -3%
LEA
3091
Legacy Edge Advisors
New York
$315K +$15.2K +108 +5%
RAG
3092
RIA Advisory Group
Iowa
$314K -$53.7K -381 -15%
SWG
3093
Summit Wealth Group
Vermont
$314K -$9.87K -70 -3%
ACC
3094
Acorn Creek Capital
Colorado
$313K -$58.1K -412 -16%
AWM
3095
Avaii Wealth Management
Wisconsin
$313K +$308K +2,185 New
MC
3096
Matisse Capital
Oregon
$313K +$564 +4 +0.2%
SIC
3097
Sterling Investment Counsel
New York
$312K -$222K -1,573 -42%
VPWA
3098
Vestia Personal Wealth Advisors
Indiana
$310K +$282 +2 +0.1%
CIG
3099
Cairn Investment Group
Washington
$310K -$158K -1,120 -34%
GFWA
3100
Grey Fox Wealth Advisors
Delaware
$310K -$36.9K -262 -11%
122 123
124
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