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Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
3751
Grey Fox Wealth Advisors
Delaware
$750K +$537K +879 +194%
PCM
3752
Praxis Capital Management
Illinois
$749K +$813K +1,330 New
KFS
3753
Keynote Financial Services
Connecticut
$749K +$14.7K +24 +2%
LCC
3754
Lincoln Capital Corp
Rhode Island
$748K -$156K -255 -16%
DWM
3755
Defined Wealth Management
Oregon
$747K +$31.8K +52 +4%
ABLA
3756
Alan B. Lancz & Associates
Ohio
$746K – – –
GWP
3757
Gen-Wealth Partners
Michigan
$746K -$61.1K -100 -7%
MWAM
3758
Manhattan West Asset Management
California
$745K -$339K -555 -30%
DAC
3759
Dividend Assets Capital
South Carolina
$744K -$6.12K -10 -0.8%
CFG
3760
Carr Financial Group
Massachusetts
$744K -$80.7K -132 -9%
GCGM
3761
General Catalyst Group Management
Massachusetts
$744K +$405K +662 +101%
HKIM
3762
Hayek Kallen Investment Management
Alabama
$742K +$173K +283 +27%
WC
3763
Wexford Capital
Florida
$742K +$320K +524 +66%
CW
3764
Code Waechter
Florida
$741K +$53.8K +88 +7%
FFBTD
3765
First Financial Bank - Trust Division
Ohio
$741K +$45.9K +75 +6%
WPA
3766
West Paces Advisors
Georgia
$740K +$13.5K +22 +2%
LWM
3767
LongView Wealth Management
Georgia
$739K -$20.8K -34 -3%
PHIC
3768
Pine Haven Investment Counsel
Massachusetts
$739K – – –
VPW
3769
Variant Private Wealth
Virginia
$739K +$17.1K +28 +2%
WFA
3770
WMG Financial Advisors
Tennessee
$737K +$35.5K +58 +5%
MW
3771
Members Wealth
Pennsylvania
$736K +$5.5K +9 +0.7%
WWM
3772
Wiser Wealth Management
Georgia
$736K +$92.3K +151 +13%
CA
3773
CWC Advisors
Oregon
$735K -$34.9K -57 -4%
KFI
3774
Key Financial Inc
Pennsylvania
$734K -$56.9K -93 -7%
SL
3775
Salomon & Ludwin
Virginia
$734K -$780K -1,275 -52%
149 150
151
152 153