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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
4076
Lincoln Capital
Nebraska
$628K -$75.5K -113 -11%
GWA
4077
Genesis Wealth Advisors
Massachusetts
$627K – – –
WMN
4078
Wealth Management Nebraska
Nebraska
$627K +$48.7K +73 +8%
SFS
4079
Security Financial Services
Indiana
$627K +$42.1K +63 +7%
MPW
4080
MGO Private Wealth
California
$625K -$35.4K -53 -5%
AA
4081
Addison Advisors
Vermont
$624K -$3.34K -5 -0.5%
SA
4082
Stewardship Advisors
Pennsylvania
$624K +$96.2K +144 +18%
AWG
4083
Altus Wealth Group
Colorado
$622K +$14K +21 +2%
WCM
4084
Windsor Capital Management
Arizona
$621K -$16K -24 -2%
TA
4085
TKG Advisors
Indiana
$620K +$66.1K +99 +12%
OWM
4086
Orgel Wealth Management
Wisconsin
$619K +$34.7K +52 +6%
CWA
4087
Crusonia Wealth Advisors
Colorado
$619K +$626K +938 New
IMC
4088
Investment Management Corporation
Virginia
$619K +$4.01K +6 +0.6%
SWM
4089
Scissortail Wealth Management
Oklahoma
$619K -$134K -201 -18%
MWP
4090
Momentum Wealth Planning
Florida
$618K -$3.22M -4,827 -84%
RP
4091
Riverwater Partners
Wisconsin
$618K -$46.7K -70 -7%
PWM
4092
Paulson Wealth Management
Illinois
$617K -$2K -3 -0.3%
FHB
4093
First Hawaiian Bank
Hawaii
$617K -$313K -468 -33%
TIM
4094
Tortoise Investment Management
New York
$616K -$18K -27 -3%
QWM
4095
Quaker Wealth Management
New Jersey
$614K +$95.5K +143 +18%
MBI
4096
May Barnhard Investments
Maryland
$613K – – –
RWM
4097
Rolek Wealth Management
Pennsylvania
$613K – – –
EFG
4098
Elm3 Financial Group
Georgia
$612K +$66.1K +99 +12%
NB
4099
Northwest Bancshares
Pennsylvania
$612K +$28K +42 +5%
PFA
4100
Peak Financial Advisors
Colorado
$612K +$619K +927 New
162 163
164
165 166