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Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
3401
J.L. Bainbridge & Co
Florida
$341K -$26.1K -140 -6%
DWM
3402
DecisionMap Wealth Management
Virginia
$341K +$11.7K +63 +3%
ZWA
3403
Zinnia Wealth Advisory
Florida
$341K +$113K +607 +42%
MWA
3404
Miller Wealth Advisors
Colorado
$341K +$23.5K +126 +7%
AWM
3405
Adams Wealth Management
Utah
$340K +$70.7K +380 +23%
BWM
3406
BigSur Wealth Management
Florida
$340K -$353K -1,897 -48%
BA
3407
Birinyi Associates
Connecticut
$340K -$233K -1,250 -38%
AA
3408
Advisory Advocates
Michigan
$340K +$116K +623 +44%
LC
3409
Lincoln Capital
Nebraska
$340K -$137K -734 -26%
SIC
3410
Sterling Investment Counsel
New York
$339K -$275K -1,475 -42%
BWG
3411
Boomfish Wealth Group
Georgia
$339K +$11.7K +63 +3%
SHFG
3412
S Harris Financial Group
Texas
$338K +$4.28K +23 +1%
CCC
3413
Compass Capital Corp
Massachusetts
$338K -$564K -3,031 -64%
GPW
3414
Gentry Private Wealth
Kansas
$338K -$8K -43 -2%
DQRIM
3415
Dale Q Rice Investment Management
Washington
$338K – – –
SFG
3416
Synergy Financial Group
California
$338K -$210K -1,127 -36%
KOMWMG
3417
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$337K +$372 +2 +0.1%
LKWM
3418
Lee-Kelleher Wealth Management
Maryland
$337K +$5.21K +28 +1%
CFS
3419
CGC Financial Services
Oregon
$335K -$7.26K -39 -2%
IAG
3420
Investment Advisory Group
Massachusetts
$335K -$2.61K -14 -0.7%
CWIG
3421
Chung Wu Investment Group
Texas
$335K -$670K -3,600 -64%
WKSWA
3422
White Knight Strategic Wealth Advisors
New Jersey
$335K +$79.1K +425 +27%
SAS
3423
Spurstone Advisory Services
Connecticut
$335K – – –
CIS
3424
Custom Index Systems
New York
$335K -$15.4K -83 -4%
WA
3425
WPG Advisers
Maryland
$334K +$74.3K +399 +25%
135 136
137
138 139