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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2726
StrongBox Wealth
Missouri
$223K -$15.6K -146 -6%
MWM
2727
Maltin Wealth Management
New Jersey
$223K -$7.92K -74 -3%
HWA
2728
HHM Wealth Advisors
Tennessee
$221K -$88.3K -825 -26%
PM
2729
Penbrook Management
New York
$221K -$16.1K -150 -6%
TCPWM
2730
Traverso Chambers Private Wealth Management
California
$221K -$214 -2 -0.1%
WBG
2731
Wharton Business Group
Pennsylvania
$221K – – –
AMG
2732
Advisors Management Group
Wisconsin
$221K +$10.7K +100 +4%
CW
2733
Cook Wealth
North Carolina
$220K +$28.6K +267 +15%
HPWM
2734
High Pines Wealth Management
Massachusetts
$220K +$249K +2,327 New
CAM
2735
Concorde Asset Management
Michigan
$220K +$249K +2,331 New
SWP
2736
Summit Wealth Partners
Florida
$219K – – –
HAS
2737
Holland Advisory Services
Florida
$219K -$11.2K -105 -4%
BBNB
2738
Baker Boyer National Bank
Washington
$219K +$321 +3 +0.1%
PP
2739
Patron Partners
Texas
$219K +$14.8K +138 +6%
CSI
2740
Cross Staff Investments
New York
$218K – – –
LF
2741
Lantz Financial
Illinois
$218K – – –
JJBC
2742
James J. Burns & Company
New York
$218K +$247K +2,311 New
PWA
2743
Peterson Wealth Advisors
Utah
$217K -$8.56K -80 -3%
HWA
2744
Hilltop Wealth Advisors
North Carolina
$217K – – –
HFP
2745
Holistic Financial Partners
Indiana
$217K – – –
KIA
2746
Kraematon Investment Advisors
Massachusetts
$217K – – –
SGCA
2747
Steel Grove Capital Advisors
Tennessee
$217K +$246K +2,296 New
AP
2748
Atwood & Palmer
Missouri
$216K -$16.8K -157 -6%
JHP
2749
James Hambro & Partners
United Kingdom
$216K -$11K -103 -4%
AWC
2750
Adamsbrown Wealth Consultants
Kansas
$216K – – –
108 109
110
111 112