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Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
3626
Silver Oak Advisory Group
Oregon
$249K +$36.2K +93 +16%
SP
3627
Saranac Partners
$248K -$62K -159 -19%
CDWM
3628
Campbell Deegan Wealth Management
Virginia
$248K +$27.7K +71 +12%
BWA
3629
BlueSky Wealth Advisors
North Carolina
$248K – – –
PTB
3630
Pioneer Trust Bank
Oregon
$248K -$13.3K -34 -5%
DWM
3631
David Wealth Management
Virginia
$248K +$1.56K +4 +0.6%
GP
3632
Guardian Partners
Canada
$248K -$39K -100 -13%
BCM
3633
BluePointe Capital Management
California
$247K +$263K +674 New
LWM
3634
LeConte Wealth Management
Tennessee
$247K +$263K +674 New
HSG
3635
Helen Stephens Group
Texas
$247K +$12.1K +31 +5%
VC
3636
Veery Capital
Delaware
$246K -$2.73K -7 -1%
SWM
3637
Sculati Wealth Management
Michigan
$246K -$49.9K -128 -16%
SIA
3638
Stegner Investment Associates
Kentucky
$244K – – –
TCM
3639
TD Capital Management
Tennessee
$244K +$60.4K +155 +30%
RC
3640
Rovin Capital
Arizona
$244K +$21K +54 +9%
SF
3641
Safeguard Financial
Wisconsin
$244K -$72.9K -187 -22%
HWM
3642
Hobbs Wealth Management
Indiana
$244K -$12.1K -31 -4%
KFG
3643
Kelly Financial Group
Connecticut
$243K -$13.3K -34 -5%
OPPS
3644
Obsidian Personal Planning Solutions
Maryland
$243K -$8.18K -21 -3%
KWA
3645
Kellett Wealth Advisors
Ohio
$243K +$15.6K +40 +6%
PFS
3646
Prospect Financial Services
New York
$243K +$18.7K +48 +8%
SGI
3647
Swan Global Investments
Colorado
$243K +$258K +662 New
KA
3648
KDT Advisors
New York
$242K -$131K -335 -34%
PPWM
3649
Perissos Private Wealth Management
Oklahoma
$242K -$6.24K -16 -2%
TA
3650
TrueWealth Advisors
Alabama
$242K -$15.2K -39 -6%
144 145
146
147 148