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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
3526
Humankind Investments
New York
$350K -$97.7K -219 -23%
SAM
3527
Summit Asset Management
Tennessee
$349K +$4.46K +10 +1%
VBFG
3528
Vishria Bird Financial Group
Tennessee
$349K +$4.01K +9 +1%
FWA
3529
FSC Wealth Advisors
New York
$349K – – –
WMP
3530
Wealth Management Partners
Arizona
$347K +$319K +715 New
SA
3531
SAM Advisors
California
$347K – – –
SWM
3532
Scissortail Wealth Management
Oklahoma
$347K -$181K -405 -36%
PK
3533
Pflug Koory
Nebraska
$346K – – –
SWP
3534
ShoreHaven Wealth Partners
New Jersey
$346K -$14.7K -33 -4%
OTL
3535
Oak Thistle LLC
New York
$345K +$317K +711 New
UW
3536
Unique Wealth
Florida
$345K +$892 +2 +0.3%
TL
3537
Tradewinds LLC
North Carolina
$344K +$316K +708 New
GSWM
3538
Greenup Street Wealth Management
Michigan
$344K -$3.47M -7,770 -92%
AFS
3539
AFG Fiduciary Services
Massachusetts
$343K -$18.7K -42 -6%
AA
3540
Addison Advisors
Vermont
$342K +$15.6K +35 +5%
W
3541
WorthPointe
California
$342K -$892 -2 -0.3%
LCM
3542
LVM Capital Management
Michigan
$342K – – –
SRC
3543
Shufro Rose & Co
New York
$341K -$83.9K -188 -21%
EWM
3544
Edge Wealth Management
New York
$341K -$12.5K -28 -4%
LFGO
3545
Legacy Financial Group (Oklahoma)
Oklahoma
$341K +$25.9K +58 +9%
SMG
3546
Smart Money Group
Texas
$341K +$353K +792 New
W
3547
Wealthquest
Ohio
$340K -$78.1K -175 -20%
FS
3548
Ferguson Shapiro
Georgia
$340K +$24.5K +55 +9%
PHM
3549
Prospect Hill Management
New Jersey
$340K – – –
BFA
3550
Bill Few Associates
Pennsylvania
$340K +$44.6K +100 +17%
140 141
142
143 144