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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2926
Kaydan Wealth Management
Michigan
$201K +$190K +1,808 New
MWP
2927
Madison Wealth Partners
Wisconsin
$201K +$190K +1,805 New
CPW
2928
Crestmont Private Wealth
Texas
$201K +$190K +1,804 New
HWM
2929
HFR Wealth Management
New York
$201K +$189K +1,802 New
BWA
2930
Bordeaux Wealth Advisors
California
$200K +$189K +1,799 New
OCPWS
2931
One Charles Private Wealth Services
Massachusetts
$200K -$33.7K -321 -15%
TFIPS
2932
Towarzystwo Funduszy Inwestycyjnych PZU SA
$199K +$35.7K +340 +23%
BCMLT
2933
Beacon Capital Management LLC (Tennessee)
Tennessee
$198K – – –
CSWM
2934
Cassady Schiller Wealth Management
Ohio
$198K +$15.7K +149 +9%
SIA
2935
Sit Investment Associates
Minnesota
$198K – – –
KSB
2936
Kennebec Savings Bank
Maine
$197K -$415K -3,947 -68%
HWA
2937
Heritage Wealth Advisors
Virginia
$197K -$492K -4,681 -73%
NCM
2938
Northwest Capital Management
Oregon
$195K -$7.88K -75 -4%
NL
2939
NKCFO LLC
Illinois
$195K – – –
BCPWM
2940
Bradley & Co Private Wealth Management
Florida
$195K +$184K +1,751 New
POIA
2941
Pin Oak Investment Advisors
Texas
$193K – – –
WWA
2942
Wingate Wealth Advisors
Massachusetts
$191K +$180K +1,713 New
AWM
2943
Accredited Wealth Management
Kentucky
$190K +$179K +1,701 New
NIA
2944
NBZ Investment Advisors
Tennessee
$190K +$179K +1,704 New
HNB
2945
Hilltop National Bank
Wyoming
$188K -$3.99K -38 -2%
APW
2946
Aventura Private Wealth
Florida
$188K +$177K +1,684 New
LD
2947
Lipe & Dalton
New York
$187K – – –
WAG
2948
Wiser Advisor Group
Arizona
$186K -$98.2K -935 -36%
DWM
2949
Darwin Wealth Management
Florida
$185K -$16.9K -161 -9%
SC
2950
Stance Capital
Massachusetts
$182K +$172K +1,635 New
116 117
118
119 120