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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2576
Paragon Private Wealth Management
Kentucky
$816K -$55.6K -171 -7%
TWM
2577
TriaGen Wealth Management
California
$815K – – –
KW
2578
KWB Wealth
California
$814K +$8.78K +27 +1%
CCA
2579
Childress Capital Advisors
Texas
$812K -$376K -1,156 -33%
CPW
2580
Crestmont Private Wealth
Texas
$812K +$4.88K +15 +0.7%
C
2581
Croban
Ohio
$811K +$34.2K +105 +5%
MPAM
2582
Murphy Pohlad Asset Management
Minnesota
$810K – – –
SCM
2583
Sunbeam Capital Management
Georgia
$810K +$32.2K +99 +5%
HI
2584
Human Investing
Oregon
$809K +$2.28K +7 +0.3%
LS
2585
Leelyn Smith
Illinois
$808K -$177K -545 -19%
HA
2586
Hanover Advisors
South Carolina
$808K -$4.23K -13 -0.6%
DWM
2587
DecisionMap Wealth Management
Virginia
$807K -$36.8K -113 -5%
CFA
2588
Cahill Financial Advisors
Minnesota
$806K +$2.6K +8 +0.4%
WF
2589
Wayfinding Financial
Washington
$805K +$10.4K +32 +1%
S
2590
Sunpointe
Missouri
$804K -$43.9K -135 -6%
MWS
2591
MFA Wealth Services
California
$804K +$50.1K +154 +7%
MHC
2592
May Hill Capital
Massachusetts
$802K +$220K +677 +42%
MTIC
2593
Missouri Trust & Investment Company
Missouri
$801K – – –
FF
2594
Francis Financial
$800K +$19.5K +60 +3%
CFA
2595
Capstone Financial Advisors
Illinois
$800K +$34.2K +105 +5%
SIC
2596
SJS Investment Consulting
Ohio
$799K +$35.1K +108 +5%
BOPW
2597
Brandywine Oak Private Wealth
Pennsylvania
$799K -$55.3K -170 -7%
MFGM
2598
Marshall Financial Group (Maryland)
Maryland
$799K -$39K -120 -5%
TWA
2599
Talisman Wealth Advisors
New Jersey
$798K +$42.9K +132 +6%
PIA
2600
Powell Investment Advisors
Florida
$797K – – –
102 103
104
105 106