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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2751
Satovsky Asset Management
New York
$435K +$15.1K +50 +4%
FC
2752
Financial Council
Maryland
$434K – – –
BW
2753
BIP Wealth
Georgia
$434K +$97.9K +325 +29%
CWG
2754
Crown Wealth Group
North Carolina
$434K +$78.6K +261 +22%
EWM
2755
Echo Wealth Management
Minnesota
$433K -$43.4K -144 -9%
BBNA
2756
Bremer Bank National Association
Minnesota
$433K -$22.9K -76 -5%
RWS
2757
Resolute Wealth Strategies
Mississippi
$433K – – –
PWA
2758
Peterson Wealth Advisors
Utah
$432K – – –
AFG
2759
ABLE Financial Group
Arizona
$431K -$16.9K -56 -4%
SGK
2760
Steigerwald Gordon & Koch
Virginia
$431K -$90.7K -301 -17%
CCA
2761
Column Capital Advisors
Indiana
$430K -$3.92K -13 -0.9%
BIA
2762
Bell Investment Advisors
California
$430K -$1.51K -5 -0.3%
BA
2763
Ballew Advisors
Mississippi
$428K – – –
AWM
2764
Austin Wealth Management
Texas
$427K +$380K +1,262 New
HL
2765
HeadInvest LLC
Maine
$425K – – –
KA
2766
KLCM Advisors
Wisconsin
$425K +$42.8K +142 +11%
TWM
2767
Tradition Wealth Management
Minnesota
$425K -$13.6K -45 -3%
SIM
2768
Studio Investment Management
Illinois
$425K -$168K -556 -28%
NCM
2769
Neumann Capital Management
California
$425K – – –
GWA
2770
Geometric Wealth Advisors
District of Columbia
$424K – – –
WC
2771
Wexford Capital
Florida
$424K +$72.6K +241 +21%
KPWG
2772
KFA Private Wealth Group
Virginia
$423K -$2.11K -7 -0.5%
EFH
2773
Eaton Financial Holdings
Florida
$423K +$425K +1,410 New
GIM
2774
Groesbeck Investment Management
New Jersey
$423K – – –
LWA
2775
Lineweaver Wealth Advisors
Ohio
$423K +$424K +1,408 New
109 110
111
112 113