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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
4226
DKM Wealth Management
California
$458K +$464K +624 New
BFAG
4227
Blackston Financial Advisory Group
Florida
$457K -$207K -278 -31%
SPWM
4228
Schrum Private Wealth Management
Florida
$457K – – –
BPC
4229
Bearing Point Capital
Minnesota
$457K +$67K +90 +17%
SNBOSCI
4230
Security National Bank of Sioux City Iowa
Iowa
$455K -$18.6K -25 -4%
CAM
4231
Columbia Asset Management
Michigan
$455K – – –
MA
4232
MAS Advisors
Florida
$455K – – –
PIFP
4233
Partners in Financial Planning
Virginia
$453K – – –
SWA
4234
ShankerValleau Wealth Advisors
Illinois
$453K – – –
PC
4235
Promus Capital
Illinois
$450K -$668K -898 -59%
LW
4236
Libra Wealth
California
$449K -$2.98K -4 -0.7%
AFO
4237
Arrowroot Family Office
California
$448K +$90.8K +122 +25%
SPWG
4238
Sage Private Wealth Group
Illinois
$447K +$67K +90 +17%
MSG
4239
Main Street Group
Virginia
$447K -$2.98K -4 -0.7%
CSI
4240
Cross Staff Investments
New York
$446K – – –
MQWP
4241
Morey & Quinn Wealth Partners
Nebraska
$446K +$29K +39 +7%
IWA
4242
Inspirion Wealth Advisors
Illinois
$445K -$60.3K -81 -9%
WCWM
4243
Willow Creek Wealth Management
California
$444K -$101K -136 -18%
VAS
4244
Valicenti Advisory Services
New York
$443K -$22.3K -30 -5%
ACM
4245
Armbruster Capital Management
New York
$443K -$8.93K -12 -2%
WWP
4246
Wise Wealth Partners
Arizona
$442K – – –
CCM
4247
Cloud Capital Management
Washington
$441K +$58.1K +78 +15%
GLLW
4248
Graves Light Lenhart Wealth
Virginia
$441K +$27.5K +37 +7%
FLC
4249
Fifth Lane Capital
Texas
$441K – – –
FAM
4250
Forte Asset Management
New York
$441K – – –
168 169
170
171 172