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Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
3476
Pekin Hardy Strauss
Illinois
$1.02M -$655K -1,060 -43%
NJIM
3477
Nabity-Jensen Investment Management
Nebraska
$1.02M +$9.27K +15 +1%
PPWM
3478
Perissos Private Wealth Management
Oklahoma
$1.02M +$851K +1,377 New
FFC
3479
Frederick Financial Consultants
Maryland
$1.02M +$69.2K +112 +9%
MWG
3480
Martin Worley Group
Utah
$1.02M +$167K +270 +24%
LGG
3481
Luts & Greenleigh Group
Maryland
$1.01M +$3.71K +6 +0.4%
SWA
3482
Serenus Wealth Advisors
California
$1.01M -$55K -89 -6%
PCMF
3483
Private Capital Management (Florida)
Florida
$1.01M -$1.24K -2 -0.1%
PA
3484
PSI Advisors
Florida
$1.01M -$20.4K -33 -2%
DA
3485
Dover Advisors
Virginia
$1.01M +$50.7K +82 +6%
PCWA
3486
Pacific Capital Wealth Advisors
California
$1.01M -$37.1K -60 -4%
WAOI
3487
Wealth Advisors of Iowa
Iowa
$1M +$206K +334 +33%
I
3488
IMPACTfolio
Colorado
$1M – – –
SFC
3489
Sprinkle Financial Consultants
Colorado
$1M -$1.85K -3 -0.2%
MWA
3490
Moser Wealth Advisors
Washington
$1M +$24.1K +39 +3%
FOR
3491
Family Office Research
Maryland
$1M +$618 +1 +0.1%
BWM
3492
BCGM Wealth Management
Indiana
$1M – – –
LAM
3493
Lakewood Asset Management
Illinois
$1M – – –
SIC
3494
SJS Investment Consulting
Ohio
$996K -$48.2K -78 -5%
V
3495
ViaWealth
Kansas
$995K +$109K +176 +15%
SAS
3496
Stelac Advisory Services
New York
$995K +$19.8K +32 +2%
PHIC
3497
Pine Haven Investment Counsel
Massachusetts
$994K -$8.65K -14 -1%
IPW
3498
Intergy Private Wealth
Colorado
$992K +$59.9K +97 +8%
EA
3499
Eclectic Associates
California
$990K -$76K -123 -8%
LNB
3500
Ledyard National Bank
$989K -$3.71K -6 -0.4%
138 139
140
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