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Name Holding Trade Value Shares
Change 		Change in
Stake
NRS
2701
Neville Rodie & Shaw
New York
$423K – – –
RWM
2702
Revisor Wealth Management
Ohio
$421K -$1.85K -21 -0.5%
NWM
2703
Nolet Wealth Management
Texas
$421K +$108K +1,230 +39%
CWA
2704
Centennial Wealth Advisory
Michigan
$421K +$150K +1,700 +64%
LI
2705
Lafayette Investments
Maryland
$419K +$50.5K +573 +15%
CWMK
2706
Caliber Wealth Management (Kansas)
Kansas
$419K +$40.2K +456 +12%
FWM
2707
Foguth Wealth Management
Michigan
$418K +$203K +2,303 +90%
SFS
2708
Sharp Financial Services
Pennsylvania
$418K +$11.5K +130 +3%
SFPG
2709
Stonebridge Financial Planning Group
Florida
$417K -$39.7K -450 -9%
MFC
2710
Morris Financial Concepts
South Carolina
$415K -$39.9K -453 -9%
MWM
2711
Marion Wealth Management
Pennsylvania
$414K -$83.4K -947 -18%
PFG
2712
Putney Financial Group
California
$414K – – –
CAL
2713
Capital Advisors Ltd
Ohio
$414K -$6.96K -79 -2%
CCM
2714
Chiron Capital Management
Florida
$413K +$378K +4,291 New
TW
2715
Tempo Wealth
Ohio
$412K +$60.6K +688 +19%
S
2716
Steadtrust
Texas
$411K -$969 -11 -0.3%
TFA
2717
Tobias Financial Advisors
Florida
$410K -$45.7K -519 -11%
WF
2718
Willow Financial
Arkansas
$409K +$375K +4,252 New
JMA
2719
J.M. Arbour
Maine
$408K -$15.3K -174 -4%
EB
2720
Exchange Bank
California
$408K – – –
BFC
2721
Bedel Financial Consulting
Indiana
$408K – – –
BAM
2722
Byrne Asset Management
New Jersey
$407K +$9.52K +108 +3%
CS
2723
Cannell & Spears
New York
$407K +$139K +1,583 +60%
TIA
2724
Traphagen Investment Advisors
New Jersey
$407K +$59.7K +677 +19%
FC
2725
Financial Council
Maryland
$407K – – –
107 108
109
110 111