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Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
1701
Painted Porch Advisors
California
$335K – – –
MCA
1702
MSH Capital Advisors
Arizona
$335K +$30.4K +60 +10%
HPM
1703
Hoxton Planning & Management
West Virginia
$334K -$2.03K -4 -0.6%
WPW
1704
Winthrop Partners - WNY
New York
$334K – – –
WC
1705
Woodstock Corp
Massachusetts
$334K – – –
LAM
1706
Lewis Asset Management
California
$333K +$325K +641 New
WC
1707
Wynn Capital
Georgia
$333K -$1.52K -3 -0.5%
SIC
1708
Sterling Investment Counsel
New York
$331K +$7.09K +14 +2%
FWCM
1709
Ferguson Wellman Capital Management
Oregon
$331K -$19.2K -38 -6%
BMWS
1710
Brady Martz Wealth Solutions
North Dakota
$330K +$7.6K +15 +2%
MWM
1711
MOKAN Wealth Management
Kansas
$329K +$320K +632 New
EIG
1712
Ellenbecker Investment Group
Wisconsin
$328K -$10.6K -21 -3%
AFA
1713
Alpha Financial Advisors
North Carolina
$327K -$506 -1 -0.2%
GGA
1714
Granite Group Advisors
Connecticut
$327K – – –
CWA
1715
Centennial Wealth Advisory
Michigan
$327K +$35.5K +70 +13%
PCM
1716
Princeton Capital Management
New Jersey
$326K -$11.1K -22 -3%
SDWMA
1717
Schneider Downs Wealth Management Advisors
Pennsylvania
$326K +$2.53K +5 +0.8%
CWMA
1718
Capstone Wealth Management (Alabama)
Alabama
$325K +$318K +627 New
CFG
1719
CKW Financial Group
Hawaii
$325K +$1.52K +3 +0.5%
AP
1720
Advisortrust Partners
North Carolina
$324K +$95.7K +189 +43%
DAM
1721
Delta Asset Management
Tennessee
$323K -$20.3K -40 -6%
BSSFA
1722
Baron Silver Stevens Financial Advisors
Florida
$323K – – –
CWA
1723
Cura Wealth Advisors
Illinois
$322K – – –
CAL
1724
Capital Advisors Ltd
Ohio
$322K +$80K +158 +34%
OBWG
1725
Onyx Bridge Wealth Group
New York
$322K +$37.5K +74 +14%
67 68
69
70 71