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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2726
Kaydan Wealth Management
Michigan
$225K -$55.9K -522 -18%
OKSA
2727
O'Keefe Stevens Advisory
New York
$224K +$5.99K +56 +2%
SW
2728
StrongBox Wealth
Missouri
$223K -$15.6K -146 -6%
MWM
2729
Maltin Wealth Management
New Jersey
$223K -$7.92K -74 -3%
HWA
2730
HHM Wealth Advisors
Tennessee
$221K -$88.3K -825 -26%
PM
2731
Penbrook Management
New York
$221K -$16.1K -150 -6%
TCPWM
2732
Traverso Chambers Private Wealth Management
California
$221K -$214 -2 -0.1%
WBG
2733
Wharton Business Group
Pennsylvania
$221K – – –
AMG
2734
Advisors Management Group
Wisconsin
$221K +$10.7K +100 +4%
CW
2735
Cook Wealth
North Carolina
$220K +$28.6K +267 +15%
HPWM
2736
High Pines Wealth Management
Massachusetts
$220K +$249K +2,327 New
CAM
2737
Concorde Asset Management
Michigan
$220K +$249K +2,331 New
SWP
2738
Summit Wealth Partners
Florida
$219K – – –
HAS
2739
Holland Advisory Services
Florida
$219K -$11.2K -105 -4%
BBNB
2740
Baker Boyer National Bank
Washington
$219K +$321 +3 +0.1%
PP
2741
Patron Partners
Texas
$219K +$14.8K +138 +6%
CSI
2742
Cross Staff Investments
New York
$218K – – –
LF
2743
Lantz Financial
Illinois
$218K – – –
JJBC
2744
James J. Burns & Company
New York
$218K +$247K +2,311 New
PWA
2745
Peterson Wealth Advisors
Utah
$217K -$8.56K -80 -3%
HWA
2746
Hilltop Wealth Advisors
North Carolina
$217K – – –
HFP
2747
Holistic Financial Partners
Indiana
$217K – – –
KIA
2748
Kraematon Investment Advisors
Massachusetts
$217K – – –
SGCA
2749
Steel Grove Capital Advisors
Tennessee
$217K +$246K +2,296 New
AP
2750
Atwood & Palmer
Missouri
$216K -$16.8K -157 -6%
108 109
110
111 112