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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
3376
Smith Thornton Advisors
Alabama
$343K -$52.1K -280 -13%
CDWM
3377
Campbell Deegan Wealth Management
Virginia
$342K -$122K -654 -24%
MWM
3378
MOKAN Wealth Management
Kansas
$342K +$3.91K +21 +1%
PRP
3379
Peak Retirement Planning
Ohio
$342K +$109K +583 +39%
JLBC
3380
J.L. Bainbridge & Co
Florida
$341K -$26.1K -140 -6%
DWM
3381
DecisionMap Wealth Management
Virginia
$341K +$11.7K +63 +3%
ZWA
3382
Zinnia Wealth Advisory
Florida
$341K +$113K +607 +42%
MWA
3383
Miller Wealth Advisors
Colorado
$341K +$23.5K +126 +7%
AWM
3384
Adams Wealth Management
Utah
$340K +$70.7K +380 +23%
BWM
3385
BigSur Wealth Management
Florida
$340K -$353K -1,897 -48%
BA
3386
Birinyi Associates
Connecticut
$340K -$233K -1,250 -38%
AA
3387
Advisory Advocates
Michigan
$340K +$116K +623 +44%
LC
3388
Lincoln Capital
Nebraska
$340K -$137K -734 -26%
SIC
3389
Sterling Investment Counsel
New York
$339K -$275K -1,475 -42%
BWG
3390
Boomfish Wealth Group
Georgia
$339K +$11.7K +63 +3%
SHFG
3391
S Harris Financial Group
Texas
$338K +$4.28K +23 +1%
CCC
3392
Compass Capital Corp
Massachusetts
$338K -$564K -3,031 -64%
GPW
3393
Gentry Private Wealth
Kansas
$338K -$8K -43 -2%
DQRIM
3394
Dale Q Rice Investment Management
Washington
$338K – – –
SFG
3395
Synergy Financial Group
California
$338K -$210K -1,127 -36%
KOMWMG
3396
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$337K +$372 +2 +0.1%
LKWM
3397
Lee-Kelleher Wealth Management
Maryland
$337K +$5.21K +28 +1%
CFS
3398
CGC Financial Services
Oregon
$335K -$7.26K -39 -2%
IAG
3399
Investment Advisory Group
Massachusetts
$335K -$2.61K -14 -0.7%
CWIG
3400
Chung Wu Investment Group
Texas
$335K -$670K -3,600 -64%
134 135
136
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