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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOK
3101
Trust Company of Kansas
Kansas
$513K +$57.6K +141 +12%
WLPWM
3102
Walled Lake Planning & Wealth Management
Illinois
$512K +$1.23K +3 +0.2%
GIM
3103
Groesbeck Investment Management
New Jersey
$512K -$8.17K -20 -1%
LWMM
3104
Legacy Wealth Management (Mississippi)
Mississippi
$512K +$11.4K +28 +2%
PWA
3105
Peterson Wealth Advisors
Utah
$512K +$19.2K +47 +4%
GPWM
3106
Grant Private Wealth Management
California
$511K +$537K +1,314 New
HCWM
3107
Hidden Cove Wealth Management
Washington
$510K +$536K +1,312 New
BWA
3108
Burt Wealth Advisors
Maryland
$510K – – –
RCWM
3109
Royal Capital Wealth Management
Indiana
$510K +$1.23K +3 +0.2%
CAM
3110
Concorde Asset Management
Michigan
$510K -$11K -27 -2%
PGWM
3111
Pitti Group Wealth Management
New York
$507K +$27K +66 +5%
WIM
3112
Westside Investment Management
California
$506K – – –
PCMC
3113
Paragon Capital Management (Colorado)
Colorado
$506K +$2.04K +5 +0.4%
WPW
3114
Watershed Private Wealth
Illinois
$506K – – –
PIA
3115
Prakash Investment Advisors
Massachusetts
$506K +$531K +1,300 New
WAG
3116
Wheelhouse Advisory Group
Missouri
$505K -$3.27K -8 -0.6%
SPI
3117
Sutton Place Investors
New York
$505K +$25.3K +62 +5%
MIAS
3118
Mason Investment Advisory Services
Virginia
$504K -$5.31K -13 -1%
CWA
3119
Clarity Wealth Advisors
California
$504K -$36K -88 -6%
TA
3120
TPG Advisors
Illinois
$504K -$18.8K -46 -3%
SWM
3121
Sterling Wealth Management
Illinois
$504K – – –
SLA
3122
Silver Lake Advisory
Utah
$503K +$1.23K +3 +0.2%
GL
3123
GHE LLC
Tennessee
$502K – – –
WPC
3124
White Pine Capital
Minnesota
$502K +$2.04K +5 +0.4%
BWS
3125
Buck Wealth Strategies
Colorado
$502K +$527K +1,290 New
123 124
125
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