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Name Holding Trade Value Shares
Change 		Change in
Stake
DWML
3151
Decker Wealth Management LLC
Tennessee
$436K – – –
PM
3152
Phraction Management
Connecticut
$436K – – –
SPP
3153
Single Point Partners
Massachusetts
$435K +$10.4K +32 +3%
CIM
3154
Catalyst Investment Management
New Hampshire
$435K +$25.4K +78 +7%
HI
3155
Hendershot Investments
Virginia
$435K -$48.8K -150 -11%
KFS
3156
Keynote Financial Services
Connecticut
$435K – – –
BCFD
3157
Boit C.F. David
$432K – – –
JFGLC
3158
Johnson Financial Group LLC (Colorado)
Colorado
$432K +$56K +172 +16%
AT
3159
Arlington Trust
Alabama
$431K – – –
TWM
3160
Tripletail Wealth Management
Florida
$431K +$27.3K +84 +7%
CGA
3161
Crescent Grove Advisors
Illinois
$431K +$9.43K +29 +2%
CWA
3162
Consilium Wealth Advisory
Texas
$431K +$7.81K +24 +2%
SL
3163
Salomon & Ludwin
Virginia
$431K +$100K +308 +33%
WLPWM
3164
Walled Lake Planning & Wealth Management
Illinois
$430K -$156K -481 -28%
RCI
3165
RS Crum Inc
California
$430K – – –
RWC
3166
Rare Wolf Capital
Washington
$430K +$15K +46 +4%
SHJ
3167
Sharkey, Howes & Javer
Colorado
$430K +$1.63K +5 +0.4%
MWM
3168
Maimon Wealth Management
Israel
$429K +$11.1K +34 +3%
CWM
3169
Cranbrook Wealth Management
Michigan
$428K – – –
GFWA
3170
Grey Fox Wealth Advisors
Delaware
$428K -$56.9K -175 -13%
MFT
3171
Moisand Fitzgerald Tamayo
Florida
$428K +$976 +3 +0.2%
WF
3172
WealthPoint Financial
North Carolina
$427K -$11.7K -36 -3%
CI
3173
Chartist Inc
California
$427K -$8.46K -26 -2%
PWA
3174
Provenance Wealth Advisors
Florida
$427K +$67.7K +208 +21%
KA
3175
Kozak & Associates
Colorado
$427K -$30.6K -94 -7%
125 126
127
128 129