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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
3601
Syntegra Private Wealth Group
Missouri
$348K +$6.2K +34 +2%
CCC
3602
Chesapeake Capital Corp
Florida
$348K +$306K +1,680 New
AWP
3603
Axis Wealth Partners
Rhode Island
$347K +$27.5K +151 +10%
AWM
3604
Adams Wealth Management
Utah
$346K +$8.75K +48 +3%
CI
3605
CacheTech Inc
Utah
$346K +$8.75K +48 +3%
PGAM
3606
Princeton Global Asset Management
New Jersey
$346K +$912 +5 +0.3%
SHJ
3607
Sharkey, Howes & Javer
Colorado
$346K +$62.9K +345 +26%
MHC
3608
May Hill Capital
Massachusetts
$346K +$305K +1,672 New
MAM
3609
Marotta Asset Management
Virginia
$345K -$2.19K -12 -0.7%
TIP
3610
Tandem Investment Partners
New Jersey
$345K -$5.47K -30 -2%
VR
3611
Vision Retirement
New Jersey
$345K +$26.3K +144 +9%
PFG
3612
Pinnacle Financial Group
Illinois
$345K +$8.94K +49 +3%
CMP
3613
Coston McIsaac & Partners
Maine
$345K +$53.8K +295 +21%
TFA
3614
Tobias Financial Advisors
Florida
$345K -$58K -318 -16%
VDC
3615
Van Diest Capital
Iowa
$344K +$303K +1,664 New
PWS
3616
Peloton Wealth Strategists
Indiana
$344K -$10.6K -58 -3%
LFP
3617
Lakeshore Financial Planning
Michigan
$344K -$37.7K -207 -11%
RA
3618
Rise Advisors
New York
$343K +$31.5K +173 +11%
CWA
3619
Cura Wealth Advisors
Illinois
$343K – – –
UFA
3620
Unify Financial Advisors
Florida
$343K +$10.2K +56 +4%
PRI
3621
Prepared Retirement Institute
Pennsylvania
$342K +$302K +1,654 New
GCM
3622
G2 Capital Management
Ohio
$342K -$2.37K -13 -0.8%
SHWM
3623
Smith & Howard Wealth Management
Georgia
$342K – – –
OIM
3624
Orca Investment Management
Oregon
$342K -$29.5K -162 -9%
SIMC
3625
Squire Investment Management Company
Utah
$342K +$1.82K +10 +0.6%
143 144
145
146 147