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Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
2551
J.W. Burns & Co
New York
$554K -$1.72K -3 -0.3%
LDB
2552
Lee, Danner & Bass
Tennessee
$553K – – –
ALAM
2553
Asahi Life Asset Management
Japan
$553K -$647K -1,127 -54%
PW
2554
PUREfi Wealth
Massachusetts
$553K -$5.74K -10 -1%
CPW
2555
Catalyst Private Wealth
California
$552K +$7.47K +13 +1%
HCMT
2556
Highland Capital Management (Tennessee)
Tennessee
$550K -$5.5M -9,570 -91%
BWP
2557
Barlow Wealth Partners
Kentucky
$550K -$116K -202 -17%
BIG
2558
Brookwood Investment Group
Arizona
$549K -$435K -757 -44%
DIM
2559
DLK Investment Management
California
$549K -$2.87K -5 -0.5%
SFS
2560
Symphony Financial Services
Ohio
$548K – – –
LWM
2561
Liberty Wealth Management
California
$548K – – –
GWCM
2562
Godshalk Welsh Capital Management
Pennsylvania
$546K – – –
RCP
2563
Rothschild Capital Partners
New York
$546K – – –
LAS
2564
LWM Advisory Services
Florida
$544K +$3.45K +6 +0.6%
SA
2565
Stewardship Advisors
Pennsylvania
$543K -$574 -1 -0.1%
BTD
2566
BankPlus Trust Department
Mississippi
$542K – – –
SPWG
2567
Sage Private Wealth Group
Illinois
$542K +$39.6K +69 +8%
RMP
2568
Richards, Merrill & Peterson
Washington
$542K -$6.89K -12 -1%
RPGK
2569
Retirement Planning Group (Kansas)
Kansas
$540K +$73.5K +128 +16%
AWA
2570
Aletheian Wealth Advisors
Washington
$539K -$8.04K -14 -1%
DO
2571
denkapparat Operations
Germany
$538K – – –
LMKC
2572
L.M. Kohn & Company
Ohio
$538K -$4.68M -8,149 -90%
PIM
2573
Pullen Investment Management
Florida
$538K – – –
MWM
2574
MBE Wealth Management
Wisconsin
$536K – – –
MPW
2575
Magnolia Private Wealth
Pennsylvania
$536K +$19K +33 +4%
101 102
103
104 105