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Name Holding Trade Value Shares
Change 		Change in
Stake
LIWM
4601
Long Island Wealth Management
New York
$235K +$196K +318 New
LAM
4602
Lummis Asset Management
Texas
$234K – – –
CWA
4603
Continuum Wealth Advisors
New York
$234K +$196K +317 New
SCA
4604
Sulzberger Capital Advisors
Florida
$234K -$66.7K -108 -25%
CPW
4605
Crestmont Private Wealth
Texas
$234K +$196K +317 New
BWP
4606
BlueStem Wealth Partners
Minnesota
$233K +$195K +316 New
WHCFA
4607
William Howard & Co Financial Advisors
Tennessee
$233K +$195K +316 New
GPA
4608
Guerra Pan Advisors
New Jersey
$233K +$195K +316 New
PSCM
4609
Per Stirling Capital Management
Texas
$233K +$195K +316 New
CWM
4610
Crowley Wealth Management
Delaware
$233K – – –
DI
4611
Disciplined Investments
Oklahoma
$233K +$195K +315 New
BBWP
4612
Beacon Bridge Wealth Partners
Pennsylvania
$232K +$195K +315 New
JGUA
4613
John G. Ullman & Associates
New York
$232K +$195K +315 New
ACM
4614
Aspen Capital Management
Idaho
$232K +$194K +314 New
MKC
4615
M. Kraus & Co
Vermont
$230K +$193K +312 New
QFPS
4616
Quantum Financial Planning Services
Washington
$230K +$192K +311 New
EPM
4617
Elm Partners Management
Pennsylvania
$230K +$192K +311 New
DW
4618
Dodds Wealth
Colorado
$228K +$191K +309 New
HIM
4619
Harbour Investment Management
Washington
$228K +$191K +309 New
SWP
4620
ShoreHaven Wealth Partners
New Jersey
$228K +$190K +308 New
BWIA
4621
Bryant Woods Investment Advisors
New York
$227K +$190K +307 New
HI
4622
Harrington Investments
California
$227K +$190K +307 New
CB
4623
Community Bank
New York
$225K +$15.4K +25 +9%
BI
4624
Binnacle Investments
Iowa
$225K +$16.7K +27 +10%
CDWM
4625
Campbell Deegan Wealth Management
Virginia
$225K +$188K +304 New
183 184
185
186 187