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Name Holding Trade Value Shares
Change 		Change in
Stake
LCG
4426
Lynx Capital Group
Ohio
$379K -$7.69K -12 -2%
EP
4427
Essential Partners
California
$378K -$9.61K -15 -2%
CWI
4428
Conscious Wealth Investments
Florida
$378K +$361K +563 New
WFPG
4429
Waller Financial Planning Group
Ohio
$378K +$641 +1 +0.2%
PWM
4430
Positano Wealth Management
$377K -$12.2K -19 -3%
GCGM
4431
General Catalyst Group Management
Massachusetts
$376K +$422K +658 New
CS
4432
Crescent Sterling
Louisiana
$376K +$183K +286 +77%
MFP
4433
Meramec Financial Planners
Missouri
$376K – – –
KA
4434
KDT Advisors
New York
$375K -$461K -720 -52%
AG
4435
Advocate Group
Minnesota
$375K – – –
GC
4436
Guidance Capital
Kentucky
$375K +$193K +301 +94%
DWM
4437
DKM Wealth Management
California
$374K – – –
SWIM
4438
Smallwood Wealth Investment Management
New Jersey
$374K +$6.41K +10 +2%
BL
4439
BFSG LLC
California
$373K -$3.2K -5 -0.8%
RFS
4440
RM Financial Services
Maine
$372K – – –
BPW
4441
BLVD Private Wealth
Kentucky
$371K -$23.1K -36 -5%
HTHT
4442
Hemenway Trust Hemenway Trust
New Hampshire
$371K +$59K +92 +17%
ZWA
4443
Zinnia Wealth Advisory
Florida
$370K +$67.9K +106 +20%
CGFA
4444
Colton Groome Financial Advisors
North Carolina
$370K -$9.61K -15 -2%
QCIG
4445
Quad-Cities Investment Group
Iowa
$370K -$438K -683 -51%
WGAM
4446
Wilkinson Global Asset Management
New York
$369K -$31.4K -49 -7%
SFG
4447
Seamount Financial Group
Colorado
$368K -$553K -863 -57%
CH
4448
CDKV Holdings
Colorado
$368K -$35.2K -55 -8%
ECM
4449
Elgethun Capital Management
South Dakota
$367K +$411K +641 New
ADEF
4450
ABS Direct Equity Fund
Connecticut
$366K +$385K +600 New
176 177
178
179 180