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Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
2326
Quadcap Wealth Management
Texas
$629K +$117K +1,478 +24%
MWM
2327
MOKAN Wealth Management
Kansas
$628K -$7.66K -97 -1%
RWA
2328
River Wealth Advisors
Pennsylvania
$628K -$15.5K -196 -2%
CBT
2329
CoreFirst Bank & Trust
Kansas
$628K -$3.95K -50 -0.6%
WA1
2330
Wimmer Associates 1
California
$626K -$158 -2 -0%
RWS
2331
Resolute Wealth Strategies
Mississippi
$626K – – –
EGWAG
2332
Elwood & Goetz Wealth Advisory Group
Georgia
$626K +$27.2K +345 +5%
BAM
2333
Blueshift Asset Management
New Jersey
$625K +$607K +7,692 New
FC
2334
Fulcrum Capital
Washington
$624K -$2.05K -26 -0.3%
KCFA
2335
Key Client Fiduciary Advisors
New Jersey
$624K +$73.8K +935 +14%
SR
2336
Swiss Re
Switzerland
$623K +$535K +6,775 +758%
FSA
2337
Fort Sheridan Advisors
Illinois
$623K +$1.97K +25 +0.3%
AW
2338
Alteri Wealth
California
$622K +$5.29K +67 +0.9%
CPA
2339
Capital Performance Advisors
California
$622K -$299K -3,786 -33%
CWAG
2340
Compton Wealth Advisory Group
Virginia
$622K – – –
APFP
2341
Action Point Financial Planning
Michigan
$621K +$604K +7,642 New
SF
2342
Sun Financial
Utah
$620K -$61.1K -774 -10%
BWG
2343
Beta Wealth Group
California
$619K +$23.6K +299 +4%
USB
2344
Union Savings Bank
Connecticut
$618K – – –
SOAMC
2345
Spirit of America Management Corp
New York
$618K – – –
SFS
2346
Security Financial Services
Indiana
$616K +$3.16K +40 +0.5%
CAM
2347
Costello Asset Management
Pennsylvania
$615K +$10.8K +137 +2%
TB
2348
Terril Brothers
Missouri
$615K – – –
LCWP
2349
Legacy Capital Wealth Partners
Arkansas
$615K -$108K -1,373 -15%
AP
2350
Advisortrust Partners
North Carolina
$614K -$24.1K -305 -4%
92 93
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