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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
3326
Tandem Wealth Advisors
Arizona
$250K – – –
SWM
3327
Shelton Wealth Management
Texas
$249K -$11.9K -35 -5%
GFL
3328
Granite FO LLC
New Hampshire
$249K – – –
LIWM
3329
Long Island Wealth Management
New York
$249K -$7.5K -22 -3%
TFO
3330
Tarbox Family Office
California
$247K -$682 -2 -0.3%
LF
3331
Longbow Finance
Switzerland
$247K -$351K -1,029 -59%
AWMG
3332
Alliance Wealth Management Group
New Jersey
$247K -$4.78K -14 -2%
PPW
3333
Pasadena Private Wealth
California
$247K – – –
IDBONY
3334
Israel Discount Bank of New York
New York
$246K -$159K -466 -39%
WMWM
3335
Whitaker-Myers Wealth Managers
Ohio
$246K -$10.6K -31 -4%
CISOA
3336
Capital Investment Services of America
Wisconsin
$246K – – –
VI
3337
VanderPol Investments
Michigan
$244K +$242K +710 New
GWAG
3338
Garrett Wealth Advisory Group
Texas
$244K +$242K +710 New
SL
3339
Salomon & Ludwin
Virginia
$244K -$809K -2,373 -77%
PCA
3340
Private Capital Advisors
Connecticut
$244K +$242K +708 New
HWM
3341
Horizons Wealth Management
North Carolina
$244K -$159K -466 -41%
OPPS
3342
Obsidian Personal Planning Solutions
Maryland
$243K -$2.05K -6 -0.8%
TLCM
3343
Twin Lakes Capital Management
California
$242K – – –
TFA
3344
TPG Financial Advisors
Oregon
$242K +$240K +704 New
FWM
3345
FMB Wealth Management
California
$241K +$1.71K +5 +0.7%
CA
3346
Cortland Associates
Missouri
$241K -$11.6K -34 -5%
SA
3347
Sicart Associates
New York
$241K -$171K -500 -42%
NMC
3348
Nine Masts Capital
Hong Kong
$241K +$239K +700 New
MWM
3349
MorganRosel Wealth Management
Colorado
$241K – – –
CAM
3350
Creekmur Asset Management
Illinois
$240K +$53.6K +157 +29%
132 133
134
135 136