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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2676
Keynote Financial Services
Connecticut
$347K – – –
WCM
2677
Whitener Capital Management
North Carolina
$347K +$6.26K +20 +2%
WWM
2678
Walser Wealth Management
Florida
$346K -$68.9K -220 -19%
AC
2679
Avenir Corporation
Virginia
$346K – – –
BHPW
2680
Box Hill Private Wealth
Arizona
$345K +$18.8K +60 +7%
OKSA
2681
O'Keefe Stevens Advisory
New York
$345K +$313 +1 +0.1%
ADL
2682
Asset Dedication LLC
California
$343K +$70.4K +225 +32%
EWM
2683
Elevation Wealth Management
Minnesota
$341K -$939 -3 -0.3%
HWA
2684
Hilltop Wealth Advisors
North Carolina
$341K +$286K +913 New
PSP
2685
Pacific Sage Partners
Washington
$340K -$1.88K -6 -0.7%
CWP
2686
CFM Wealth Partners
Texas
$340K – – –
RIAS
2687
Rachor Investment Advisory Services
Michigan
$340K -$4.38K -14 -2%
USWIA
2688
UP Strategic Wealth Investment Advisors
Pennsylvania
$339K +$3.13K +10 +1%
SM
2689
Sweeney & Michel
California
$339K +$626 +2 +0.2%
LSWP
2690
Liberty Square Wealth Partners
Pennsylvania
$338K -$2.82K -9 -1%
WC
2691
Westerkirk Capital
$338K – – –
GAB
2692
German American Bancorp
Indiana
$337K -$11.6K -37 -4%
BWL
2693
Bogart Wealth LLC
Virginia
$337K +$37.6K +120 +15%
IGGA
2694
Iron Gate Global Advisors
Utah
$337K -$5.63K -18 -2%
MWM
2695
Mittelman Wealth Management
Massachusetts
$337K -$167K -534 -39%
BOH
2696
Bank of Hawaii
Hawaii
$337K – – –
AC
2697
ASB Consultores
Florida
$336K – – –
PWMG
2698
Private Wealth Management Group
New Jersey
$336K +$172K +550 +157%
RCM
2699
RNC Capital Management
California
$336K +$313 +1 +0.1%
LIA
2700
Lynx Investment Advisory
District of Columbia
$336K +$8.77K +28 +3%
106 107
108
109 110