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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1526
Strategy Asset Managers
California
$345K -$39.8K -93 -10%
MWM
1527
Maripau Wealth Management
Indiana
$345K +$347K +809 New
FAG
1528
Fortitude Advisory Group
Washington
$344K – – –
PMSA
1529
Patrick M. Sweeney & Associates
Illinois
$342K +$6.43K +15 +2%
NJIM
1530
Nabity-Jensen Investment Management
Nebraska
$342K +$14.1K +33 +4%
ITFISA
1531
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$341K -$5.14K -12 -1%
AWM
1532
Atticus Wealth Management
Florida
$341K – – –
KF
1533
Ketron Financial
California
$341K +$343K +800 New
LT
1534
Legacy Trust
Michigan
$341K – – –
DLA
1535
Douglas Lane & Associates
New York
$340K -$14.1K -33 -4%
CF
1536
Claris Financial
Virginia
$339K +$340K +794 New
RWP
1537
Revolve Wealth Partners
New Jersey
$336K -$14.6K -34 -4%
TTWM
1538
TCV Trust & Wealth Management
Virginia
$336K -$10.7K -25 -3%
FC
1539
Financial Consulate
Maryland
$336K -$1.71K -4 -0.5%
AWM
1540
Aprio Wealth Management
Georgia
$335K +$38.1K +89 +13%
HT
1541
Heritage Trust
Oklahoma
$334K -$154K -359 -31%
CRC
1542
Curi RMB Capital
Illinois
$332K -$619K -1,444 -65%
IAG
1543
Investment Advisory Group
Massachusetts
$330K -$857 -2 -0.3%
PHS
1544
Pekin Hardy Strauss
Illinois
$329K +$3K +7 +0.9%
MWA
1545
Midland Wealth Advisors
Illinois
$328K -$13.3K -31 -4%
ICP
1546
Interchange Capital Partners
Pennsylvania
$328K -$68.1K -159 -17%
BPW
1547
Bingham Private Wealth
California
$328K +$329K +769 New
CWG
1548
Cornerstone Wealth Group
North Carolina
$328K -$10.3K -24 -3%
WHC
1549
Wulff, Hansen & Co
California
$326K -$18.8K -44 -5%
HWP
1550
Hibernia Wealth Partners
Louisiana
$325K +$326K +762 New
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