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Name Holding Trade Value Shares
Change 		Change in
Stake
PB
2251
Prosperity Bancshares
Texas
$400K +$387K +3,518 New
LWM
2252
Lodestone Wealth Management
Washington
$400K -$12.3K -112 -3%
TCM
2253
Traub Capital Management
Massachusetts
$400K +$387K +3,513 New
DSC
2254
Duncker Streett & Co
Missouri
$400K -$89K -808 -19%
OWM
2255
Orca Wealth Management
Florida
$400K -$23K -209 -5%
KA
2256
Kooman & Associates
Pennsylvania
$399K -$37.3K -339 -9%
RWM
2257
Revisor Wealth Management
Ohio
$399K +$129K +1,168 +50%
MWP
2258
Madison Wealth Partners
Wisconsin
$399K +$180K +1,636 +88%
ST
2259
Somerset Trust
Pennsylvania
$399K -$661 -6 -0.2%
SPC
2260
Spirepoint Private Client
Florida
$398K +$35.9K +326 +10%
GWI
2261
Grace & White Inc
New York
$398K – – –
KLI
2262
Kelman-Lazarov Inc
Tennessee
$398K +$9.03K +82 +2%
EWS
2263
Eagle Wealth Strategies
New Jersey
$397K +$13.2K +120 +4%
TA
2264
TFB Advisors
Kansas
$396K +$24K +218 +7%
HNB
2265
Hilltop National Bank
Wyoming
$396K -$77.6K -705 -17%
MCWS
2266
McKinley Carter Wealth Services
West Virginia
$396K -$185K -1,681 -33%
SIM
2267
Stratos Investment Management
Ohio
$395K -$14.5K -132 -4%
HI
2268
Hudock Inc
Pennsylvania
$395K -$17.5K -159 -4%
SL
2269
Sentry LLC
Tennessee
$395K – – –
FPW
2270
Fairvoy Private Wealth
Alabama
$395K +$155K +1,407 +68%
EFA
2271
Evernest Financial Advisors
Indiana
$394K -$79.8K -725 -16%
IRP
2272
Investment Research Partners
Pennsylvania
$393K +$19.7K +179 +5%
FCG
2273
Financial Connections Group
California
$392K – – –
WW
2274
Waterfront Wealth
Kansas
$390K -$3.85K -35 -1%
TFM
2275
TFC Financial Management
Massachusetts
$390K -$551 -5 -0.1%
89 90
91
92 93