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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2126
Maridea Wealth Management
New York
$574K +$319K +1,304 +130%
EWA
2127
Emergent Wealth Advisors
New York
$574K -$164K -669 -22%
NQWM
2128
Northwest Quadrant Wealth Management
Oregon
$573K -$28.9K -118 -5%
TF
2129
Talbot Financial
Washington
$572K – – –
WMS
2130
Wealth Management Strategies
Pennsylvania
$572K +$1.96K +8 +0.3%
LWA
2131
Lineweaver Wealth Advisors
Ohio
$571K -$6.36K -26 -1%
CWM
2132
Centric Wealth Management
Illinois
$570K +$245 +1 +0%
RPWA
2133
Regent Peak Wealth Advisors
Georgia
$570K +$4.16K +17 +0.7%
SSC
2134
Syverson Strege & Co
Iowa
$570K +$17.9K +73 +3%
CWA
2135
CM Wealth Advisors
Ohio
$568K – – –
RIM
2136
Redwood Investment Management
Arizona
$568K -$2.18M -8,894 -80%
CWMK
2137
Caliber Wealth Management (Kansas)
Kansas
$567K +$558K +2,280 New
CWM
2138
Chesapeake Wealth Management
Virginia
$567K -$18.3K -75 -3%
GD
2139
Grandfield & Dodd
New York
$566K +$11K +45 +2%
FMTC
2140
Farmers & Merchants Trust Company
California
$566K -$12.5K -51 -2%
TW
2141
TritonPoint Wealth
Maryland
$564K +$42.3K +173 +8%
ES
2142
Eagle Strategies
New York
$561K -$978 -4 -0.2%
FWA
2143
Flagship Wealth Advisors
Massachusetts
$561K -$734 -3 -0.1%
SEP
2144
Southland Equity Partners
Missouri
$561K -$24.2K -99 -4%
SL
2145
Summitry LLC
California
$560K +$4.65K +19 +0.9%
SIM
2146
Stratos Investment Management
Ohio
$559K +$28.6K +117 +5%
WCM
2147
Windsor Capital Management
Arizona
$559K -$9.54K -39 -2%
RZH
2148
Relyea Zuckerberg Hanson
Connecticut
$558K +$34.5K +141 +7%
AFA
2149
Arlington Financial Advisors
California
$558K +$549K +2,245 New
FIM
2150
Fruth Investment Management
Texas
$558K – – –
84 85
86
87 88