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Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
2301
Keudell/Morrison Wealth Management
Oregon
$581K – – –
ML
2302
McAdam LLC
Pennsylvania
$580K +$89.3K +192 +20%
TWM
2303
Tradition Wealth Management
Minnesota
$579K -$6.51K -14 -1%
PPWM
2304
Paragon Private Wealth Management
Kentucky
$579K +$89.3K +192 +20%
LWA
2305
Lineweaver Wealth Advisors
Ohio
$579K +$134K +288 +33%
APWA
2306
Atlas Private Wealth Advisors
New Jersey
$577K – – –
C
2307
CEDRUS
Colorado
$576K +$65.1K +140 +14%
SPIO
2308
Seven Post Investment Office
California
$575K – – –
WCA
2309
Westover Capital Advisors
Delaware
$574K -$23.3K -50 -4%
MCM
2310
Mattern Capital Management
Colorado
$574K +$53.9K +116 +11%
BWP
2311
Barlow Wealth Partners
Kentucky
$571K – – –
SIGI
2312
Susquehanna International Group (Ireland)
Ireland
$571K +$538K +1,156 New
SWM
2313
Sagace Wealth Management
Florida
$570K +$524K +1,126 New
DPI
2314
Diversified Portfolios Inc
Michigan
$570K +$2.33K +5 +0.4%
PEA
2315
Park Edge Advisors
Ohio
$570K +$537K +1,155 New
CIA
2316
Citadel Investment Advisory
Ohio
$570K -$11.6K -25 -2%
FP
2317
Financial Perspectives
Minnesota
$569K -$14.9K -32 -3%
SAW
2318
Signal Advisors Wealth
Michigan
$568K +$535K +1,150 New
DWM
2319
Dorchester Wealth Management
Quebec, Canada
$566K -$387K -833 -42%
NL
2320
Navalign LLC
California
$564K -$8.84K -19 -2%
WPWM
2321
Western Pacific Wealth Management
Illinois
$563K -$20.9K -45 -4%
MF
2322
Manchester Financial
California
$562K +$5.12K +11 +1%
ACP
2323
Arcus Capital Partners
Georgia
$562K -$129K -278 -20%
BWAM
2324
Boyd Watterson Asset Management
Ohio
$560K – – –
VWM
2325
Vivid Wealth Management
Iowa
$558K -$266K -571 -34%
91 92
93
94 95