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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2626
Reston Wealth Management
Virginia
$279K -$18.9K -60 -6%
KPWG
2627
KFA Private Wealth Group
Virginia
$278K – – –
VC
2628
Veery Capital
Delaware
$278K +$88.3K +281 +40%
EV
2629
EJMK Ventures
Illinois
$278K -$8.17K -26 -3%
PWM
2630
Partners Wealth Management
California
$278K – – –
MWP
2631
Madison Wealth Partners
Wisconsin
$278K +$40.5K +129 +15%
WKWM
2632
Walter & Keenan Wealth Management
Indiana
$278K +$18.5K +59 +6%
SAM
2633
Summit Asset Management
Tennessee
$278K +$40.2K +128 +15%
LAS
2634
LWM Advisory Services
Florida
$278K +$308K +980 New
PB
2635
Prosperity Bancshares
Texas
$278K +$9.43K +30 +3%
AGC
2636
Aspen Grove Capital
Colorado
$277K – – –
CWM
2637
Chesapeake Wealth Management
Virginia
$277K +$1.57K +5 +0.5%
PIS
2638
POM Investment Strategies
North Carolina
$276K +$282K +898 +1,182%
NFC
2639
Northstar Financial Companies
Pennsylvania
$276K -$53.1K -169 -15%
CFS
2640
Commonwealth Financial Services
West Virginia
$276K +$20.7K +66 +7%
FCM
2641
Family Capital Management
Michigan
$276K +$35.2K +112 +13%
WF
2642
Whelan Financial
California
$275K +$17K +54 +6%
AWM
2643
Accel Wealth Management
Iowa
$275K +$314 +1 +0.1%
AWA
2644
Amplius Wealth Advisors
Pennsylvania
$275K -$18.2K -58 -6%
LWM
2645
Level Wealth Management
North Carolina
$275K – – –
BRM
2646
Boston Research & Management
Massachusetts
$274K -$443K -1,408 -59%
HAM
2647
Harmony Asset Management
Arizona
$274K +$17K +54 +6%
HFRG
2648
Houlihan Financial Resource Group
Virginia
$274K – – –
BPW
2649
Bingham Private Wealth
California
$273K +$302K +961 New
ORAM
2650
One River Asset Management
Connecticut
$273K +$294K +936 +3,744%
104 105
106
107 108