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Name Holding Trade Value Shares
Change 		Change in
Stake
DEM
3376
Disciplined Equity Management
Florida
$142K -$60.4K -400 -31%
IHWM
3377
Iron Horse Wealth Management
Iowa
$140K +$2.26K +15 +2%
SFO
3378
Standard Family Office
South Dakota
$139K +$133K +882 New
CAM
3379
Creekmur Asset Management
Illinois
$139K +$15.8K +105 +14%
RP
3380
Raelipskie Partnership
Ontario, Canada
$136K – – –
CCMI
3381
Creative Capital Management Investments
California
$135K – – –
HWA
3382
HHM Wealth Advisors
Tennessee
$135K -$17.7K -117 -12%
FFL
3383
Financial Freedom LLC
Ohio
$135K +$905 +6 +0.7%
CYG
3384
Clean Yield Group
Vermont
$133K – – –
DRS
3385
Deane Retirement Strategies
Louisiana
$133K – – –
RWM
3386
Raffa Wealth Management
District of Columbia
$131K -$1.96K -13 -2%
SIC
3387
SJS Investment Consulting
Ohio
$130K -$8.9K -59 -7%
AWM
3388
Abound Wealth Management
Tennessee
$129K -$59.9K -397 -33%
DCM
3389
Disciplina Capital Management
Tennessee
$129K +$1.36K +9 +1%
SRCM
3390
Signature Resources Capital Management
California
$127K – – –
TCG
3391
Transcendent Capital Group
Oklahoma
$126K +$59.2K +392 +96%
HWM
3392
HighMark Wealth Management
Minnesota
$123K -$3.92K -26 -4%
WCM
3393
Westend Capital Management
California
$119K +$113K +752 New
LWA
3394
Lowe Wealth Advisors
Maryland
$116K – – –
UIA
3395
Ulland Investment Advisors
Minnesota
$113K – – –
MWM
3396
Mascoma Wealth Management
New Hampshire
$112K -$4.98K -33 -4%
MSG
3397
Main Street Group
Virginia
$112K +$25.2K +167 +31%
IRAG
3398
Investment Research & Advisory Group
Georgia
$111K – – –
NJIM
3399
Nabity-Jensen Investment Management
Nebraska
$111K – – –
MSFP
3400
Mark Sheptoff Financial Planning
Connecticut
$110K -$15.1K -100 -13%
134 135
136
137 138