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Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
3201
Summit Wealth Group
Vermont
$411K -$46.7K -251 -9%
MHB
3202
Midwest Heritage Bank
Iowa
$410K -$18.6K -100 -4%
GSWM
3203
Greenup Street Wealth Management
Michigan
$410K +$2.23K +12 +0.5%
SAM
3204
Seelaus Asset Management
New Jersey
$409K -$648K -3,480 -58%
GRQ
3205
Gardner Russo & Quinn
Pennsylvania
$409K – – –
WH
3206
Willner & Heller
California
$409K +$13.8K +74 +3%
AWA
3207
Argos Wealth Advisors
California
$408K +$51.4K +276 +13%
SP
3208
Sequent Planning
Nebraska
$408K +$1.68K +9 +0.4%
APW
3209
Aventura Private Wealth
Florida
$408K +$40.6K +218 +10%
AWA
3210
Archvest Wealth Advisors
California
$408K +$40.8K +219 +10%
MWA
3211
Medallion Wealth Advisors
Connecticut
$407K -$66.4K -357 -13%
OMC
3212
Old Mission Capital
Illinois
$406K +$452K +2,429 New
MFP
3213
Meramec Financial Planners
Missouri
$405K +$117K +629 +42%
NPF
3214
Norris Perne & French
Michigan
$405K +$372 +2 +0.1%
RIM
3215
RW Investment Management
Idaho
$404K – – –
LAM
3216
Lakewood Asset Management
Illinois
$403K +$129K +692 +40%
BC
3217
Bridgefront Capital
Texas
$403K +$453K +2,434 New
KCFA
3218
Key Client Fiduciary Advisors
New Jersey
$403K -$11.4K -61 -2%
SPA
3219
Sound Portfolio Advisors
Connecticut
$403K – – –
VAMG
3220
Voisard Asset Management Group
Michigan
$403K +$18.6K +100 +4%
WWG
3221
West Wealth Group
California
$403K +$96.4K +518 +27%
SGC
3222
Slocum, Gordon & Co
Rhode Island
$402K +$745 +4 +0.2%
SPWG
3223
Syntegra Private Wealth Group
Missouri
$402K +$139K +746 +44%
BWM
3224
Baron Wealth Management
Michigan
$402K -$34.6K -186 -7%
WOSD
3225
WFA of San Diego
California
$402K -$3.72K -20 -1%
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129
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