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Name Holding Trade Value Shares
Change 		Change in
Stake
CGFA
3576
Colton Groome Financial Advisors
North Carolina
$355K -$12.2K -25 -3%
PHM
3577
Prospect Hill Management
New Jersey
$355K +$2.43K +5 +0.7%
SWA
3578
Strata Wealth Advisors
Texas
$355K +$36.9K +76 +12%
AWM
3579
Accel Wealth Management
Iowa
$355K +$76.3K +157 +29%
SA
3580
SAM Advisors
California
$355K -$4.86K -10 -1%
LCM
3581
LVM Capital Management
Michigan
$355K – – –
MF
3582
Montis Financial
Massachusetts
$354K +$22.4K +46 +7%
SRC
3583
Shufro Rose & Co
New York
$354K – – –
FS
3584
Ferguson Shapiro
Georgia
$354K +$1.46K +3 +0.4%
SWM
3585
Schwallier Wealth Management
Michigan
$354K +$24.3K +50 +8%
WWP
3586
WR Wealth Planners
Missouri
$354K +$5.35K +11 +2%
AWMNH
3587
Arcadia Wealth Management (New Hampshire)
New Hampshire
$353K -$10.7K -22 -3%
BWA
3588
Boulder Wealth Advisors
Colorado
$352K +$11.2K +23 +3%
BF
3589
Blankinship & Foster
California
$352K +$339K +698 New
FFA
3590
Fairfield Financial Advisors
Massachusetts
$352K +$339K +698 New
C
3591
CEDRUS
Colorado
$351K +$338K +696 New
LFGO
3592
Legacy Financial Group (Oklahoma)
Oklahoma
$350K -$3.4K -7 -1%
EIA
3593
Edgemoor Investment Advisors
Maryland
$350K – – –
IDBONY
3594
Israel Discount Bank of New York
New York
$349K -$305K -627 -48%
LWA
3595
Lowe Wealth Advisors
Maryland
$348K +$9.24K +19 +3%
NCM
3596
NCM Capital Management
New Jersey
$348K -$96.7K -199 -22%
HTHT
3597
Hemenway Trust Hemenway Trust
New Hampshire
$348K -$2.43K -5 -0.7%
AWG
3598
Altus Wealth Group
Colorado
$348K – – –
W
3599
Wealthquest
Ohio
$347K -$6.32K -13 -2%
HIGP
3600
Hill Investment Group Partners
Missouri
$346K +$45.2K +93 +15%
142 143
144
145 146