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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
4476
SRH Advisors
Kansas
$409K +$20.7K +31 +5%
SNBOSCI
4477
Security National Bank of Sioux City Iowa
Iowa
$409K – – –
BFAG
4478
Blackston Financial Advisory Group
Florida
$409K -$2K -3 -0.5%
WMWM
4479
Whitaker-Myers Wealth Managers
Ohio
$409K -$1.91M -2,854 -82%
DP
4480
Denver PWM
Colorado
$408K – – –
PIFP
4481
Partners in Financial Planning
Virginia
$407K – – –
SWA
4482
ShankerValleau Wealth Advisors
Illinois
$407K – – –
HPWM
4483
High Point Wealth Management
New Jersey
$407K +$412K +617 New
MJP
4484
Michael J. Puzo
$406K +$194K +290 +89%
SSWM
4485
Sheets Smith Wealth Management
North Carolina
$406K +$109K +163 +36%
ASCM
4486
Adkins Seale Capital Management
Louisiana
$405K +$410K +614 New
DA
4487
Detalus Advisors
Missouri
$405K +$9.35K +14 +2%
BWM
4488
Bernard Wealth Management
Michigan
$403K -$284K -425 -41%
GWWM
4489
Great Waters Wealth Management
Minnesota
$402K -$43.4K -65 -10%
OPOWM
4490
One Plus One Wealth Management
Florida
$402K -$12K -18 -3%
SCM
4491
Sollinda Capital Management
Florida
$402K -$24.7K -37 -6%
BST
4492
Bath Savings Trust
Maine
$401K +$8.68K +13 +2%
PAG
4493
Poinciana Advisors Group
Florida
$401K +$223K +334 +122%
AGA
4494
Arkos Global Advisors
Texas
$401K -$176K -264 -30%
MQWP
4495
Morey & Quinn Wealth Partners
Nebraska
$401K – – –
TAWM
4496
Three Arch Wealth Management
California
$401K +$405K +607 New
LFP
4497
Lakeshore Financial Planning
Michigan
$400K +$10K +15 +3%
BWP
4498
BlueStem Wealth Partners
Minnesota
$399K +$43.4K +65 +12%
BCM
4499
Buckhead Capital Management
Georgia
$399K +$404K +605 New
RMC
4500
Resources Management Corp
Connecticut
$399K +$30.7K +46 +8%
178 179
180
181 182