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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3326
Winter & Associates
Minnesota
$318K +$318K +2,090 New
CBOR
3327
Community Bank of Raymore
Missouri
$318K – – –
OFW
3328
Omnia Family Wealth
Florida
$317K -$42.2K -277 -12%
JBA
3329
Johnson Bixby & Associates
Washington
$317K – – –
BIA
3330
BHK Investment Advisors
Alabama
$317K +$317K +2,082 New
EWM
3331
Endowment Wealth Management
Wisconsin
$317K +$18K +118 +6%
WOSD
3332
WFA of San Diego
California
$317K -$43.6K -286 -12%
ZWA
3333
Zinnia Wealth Advisory
Florida
$317K +$317K +2,080 New
MGWM
3334
Marks Group Wealth Management
Minnesota
$317K +$26.2K +172 +9%
GSWM
3335
Greenup Street Wealth Management
Michigan
$317K -$174K -1,141 -35%
JJBC
3336
James J. Burns & Company
New York
$317K – – –
LFGO
3337
Legacy Financial Group (Oklahoma)
Oklahoma
$317K -$3.5K -23 -1%
HWM
3338
HFG Wealth Management
Texas
$316K +$914 +6 +0.3%
KNFPWM
3339
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$316K -$1.68K -11 -0.5%
HA
3340
Helium Advisors
Washington
$316K -$50.3K -330 -14%
JF
3341
JSF Financial
California
$316K -$96.7K -635 -23%
TCM
3342
TruNorth Capital Management
Michigan
$315K +$44.9K +295 +17%
KCM
3343
Kendall Capital Management
Maryland
$315K -$5.63K -37 -2%
KIG
3344
Kennedy Investment Group
New Jersey
$314K +$48.3K +317 +18%
AGC
3345
Aspen Grove Capital
Colorado
$314K -$29.4K -193 -9%
CFS
3346
CGC Financial Services
Oregon
$314K +$24.5K +161 +8%
FWM
3347
Focused Wealth Management
New York
$313K +$17.7K +116 +6%
WKSWA
3348
White Knight Strategic Wealth Advisors
New Jersey
$313K +$43.4K +285 +16%
HIM
3349
Hanlon Investment Management
New Jersey
$313K +$113K +739 +56%
VAMG
3350
Voisard Asset Management Group
Michigan
$312K +$9.14K +60 +3%
132 133
134
135 136