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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
4476
Cahaba Wealth Management
Georgia
$357K +$57.7K +90 +17%
PIFP
4477
Partners in Financial Planning
Virginia
$357K +$4.49K +7 +1%
NAMM
4478
NorthStar Asset Management (Massachusetts)
Massachusetts
$356K -$37.8K -59 -9%
MQWP
4479
Morey & Quinn Wealth Partners
Nebraska
$356K +$9.61K +15 +2%
FCMA
4480
Foresight Capital Management Advisors
Michigan
$355K +$101K +157 +34%
SWA
4481
ShankerValleau Wealth Advisors
Illinois
$353K – – –
SCM
4482
Spreng Capital Management
Ohio
$352K +$395K +616 New
GLLW
4483
Graves Light Lenhart Wealth
Virginia
$352K -$4.49K -7 -1%
MJP
4484
Michael J. Puzo
$352K – – –
TCM
4485
TT Capital Management
California
$352K +$394K +615 New
ASCM
4486
Adkins Seale Capital Management
Louisiana
$351K – – –
TAWM
4487
Three Arch Wealth Management
California
$351K +$4.49K +7 +1%
CA
4488
Chatterton & Associates
California
$351K +$25K +39 +8%
HCM
4489
Hudson Capital Management
New Jersey
$351K +$96.1K +150 +32%
AF
4490
Abound Financial
California
$351K -$267K -416 -40%
CC
4491
Cadinha & Co
Hawaii
$351K +$33.3K +52 +9%
EFG
4492
Elevated Financial Group
Indiana
$350K +$30.1K +47 +8%
OFG
4493
OmniStar Financial Group
North Carolina
$349K -$59K -92 -13%
MSG
4494
Main Street Group
Virginia
$349K +$19.2K +30 +5%
GWWM
4495
Great Waters Wealth Management
Minnesota
$349K – – –
BFAG
4496
Blackston Financial Advisory Group
Florida
$349K -$5.77K -9 -1%
OPOWM
4497
One Plus One Wealth Management
Florida
$348K – – –
BST
4498
Bath Savings Trust
Maine
$348K – – –
AFS
4499
Axiom Financial Strategies
Indiana
$348K +$51.9K +81 +15%
AWM
4500
Able Wealth Management
New Jersey
$347K -$17.3K -27 -4%
178 179
180
181 182