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Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
2801
Patrick M. Sweeney & Associates
Illinois
$243K +$7.61K +80 +3%
AW
2802
Avion Wealth
Texas
$243K – – –
S
2803
SharpePoint
Arizona
$242K +$204K +2,150 New
WCM
2804
Warburton Capital Management
Oklahoma
$242K +$25.7K +270 +12%
TW
2805
Towerpoint Wealth
California
$242K -$951 -10 -0.4%
SBWIC
2806
Schaper Benz & Wise Investment Counsel
Wisconsin
$242K +$4.75K +50 +2%
AFA
2807
Allium Financial Advisors
Oregon
$242K +$246K +2,590 New
MM
2808
MQS Management
New York
$242K +$246K +2,590 New
MWM
2809
McNaughton Wealth Management
California
$241K -$8.56K -90 -3%
RCI
2810
RS Crum Inc
California
$241K +$2.85K +30 +1%
PBO
2811
Peoples Bank (Ohio)
Ohio
$241K -$25.7K -270 -9%
PWS
2812
Proactive Wealth Strategies
Georgia
$240K +$19K +200 +8%
MFG
2813
Mosaic Financial Group
Illinois
$238K – – –
HBWM
2814
Hollow Brook Wealth Management
New York
$238K – – –
SW
2815
StrongBox Wealth
Missouri
$238K – – –
SIM
2816
Studio Investment Management
Illinois
$237K -$126K -1,320 -34%
FAB
2817
First American Bank
Illinois
$237K – – –
CWM
2818
Certus Wealth Management
California
$236K – – –
KPWG
2819
KFA Private Wealth Group
Virginia
$236K -$28.5K -300 -11%
BAM
2820
Berkshire Asset Management
Pennsylvania
$236K +$196K +2,060 New
CIC
2821
Crawford Investment Counsel
Georgia
$235K -$8.56K -90 -3%
GCM
2822
Gallacher Capital Management
Colorado
$235K -$116K -1,220 -33%
FCB
2823
First County Bank
Connecticut
$235K -$8.56K -90 -3%
PWM
2824
Puff Wealth Management
New Jersey
$234K -$5.71K -60 -2%
SO
2825
Sierra Ocean
California
$234K -$3.8K -40 -2%
111 112
113
114 115