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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2576
ERTS Wealth Advisors
Michigan
$321K +$21.2K +110 +6%
LCM
2577
LCM Capital Management
Illinois
$320K -$7.72K -40 -2%
MLA
2578
My Legacy Advisors
Oregon
$320K -$579 -3 -0.2%
WJA
2579
Willis Johnson & Associates
Texas
$320K +$18.1K +94 +5%
MPPLM
2580
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$317K +$35.3K +183 +10%
HWM
2581
Howard Wealth Management
Connecticut
$316K -$62.7K -325 -14%
TIAM2
2582
Tru Independence Asset Management 2
Oregon
$316K -$42.4K -220 -10%
CWM
2583
Cadence Wealth Management
Massachusetts
$316K – – –
FWA
2584
FSM Wealth Advisors
Ohio
$316K +$358K +1,858 New
JWA
2585
JFS Wealth Advisors
Pennsylvania
$314K -$85.3K -442 -19%
KIC
2586
Kensington Investment Counsel
California
$314K +$10.8K +56 +3%
BIA
2587
Bigelow Investment Advisors
Maine
$313K +$11.6K +60 +3%
SA
2588
Syntax Advisors
New York
$313K +$39.5K +205 +12%
VCG
2589
Vantage Consulting Group
Virginia
$313K +$39.5K +205 +12%
PW
2590
Peninsula Wealth
California
$313K +$50.7K +263 +16%
TCM
2591
Tufton Capital Management
Maryland
$313K +$53.6K +278 +17%
LB
2592
Leo Brokerage
Texas
$312K -$293K -1,517 -44%
KCFA
2593
Key Client Fiduciary Advisors
New Jersey
$312K +$4.05K +21 +1%
BWM
2594
BlackDiamond Wealth Management
New York
$312K +$23.1K +120 +8%
AIM
2595
Aspen Investment Management
Michigan
$311K -$536K -2,781 -59%
CL
2596
Choreo LLC
Illinois
$311K -$157K -813 -30%
SHFA
2597
SC&H Financial Advisors
Maryland
$311K -$1.74K -9 -0.5%
KFS
2598
Kurt F. Somerville
$311K – – –
CS
2599
Capital Square
Tennessee
$309K -$129K -667 -26%
GM
2600
GeoWealth Management
Illinois
$309K -$82.6K -428 -18%
102 103
104
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