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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
2801
Simmons Bank
Arkansas
$345K +$10.2K +95 +3%
CIP
2802
Convergence Investment Partners
Florida
$343K -$97K -900 -20%
MPPLM
2803
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$343K +$26.4K +245 +7%
PIA
2804
Powell Investment Advisors
Florida
$342K – – –
BCM
2805
Berbice Capital Management
New York
$342K +$80.9K +750 +26%
PWSG
2806
Pacific Wealth Strategies Group
California
$342K +$394K +3,650 New
AFA
2807
Allium Financial Advisors
Oregon
$341K +$96K +890 +32%
PMG
2808
Private Management Group
California
$340K – – –
T
2809
Tidemark
California
$339K -$109K -1,010 -22%
CPA
2810
Capital Planning Advisors
California
$339K +$19.4K +180 +5%
NFG
2811
Northeast Financial Group
Pennsylvania
$339K +$51.7K +480 +15%
FFBTD
2812
First Financial Bank - Trust Division
Ohio
$339K +$8.52K +79 +2%
DWM
2813
DecisionMap Wealth Management
Virginia
$338K -$24.8K -230 -6%
PCMNC
2814
Piedmont Capital Management (North Carolina)
North Carolina
$338K +$389K +3,610 New
UFA
2815
Uptown Financial Advisors
Texas
$338K – – –
AWM
2816
Ariadne Wealth Management
California
$338K -$46.5K -431 -9%
TW
2817
Tempo Wealth
Ohio
$337K +$388K +3,595 New
TWA
2818
Tulsa Wealth Advisors
Oklahoma
$336K +$386K +3,581 New
KW
2819
KWB Wealth
California
$335K +$385K +3,574 New
KAM
2820
KEB Asset Management
Illinois
$335K +$162K +1,503 +73%
1SB
2821
1ST Source Bank
Indiana
$334K +$1.62K +15 +0.4%
WQ
2822
Wealth Quarterback
New Jersey
$334K – – –
TIA
2823
Traphagen Investment Advisors
New Jersey
$334K +$56.1K +520 +17%
NWMG
2824
National Wealth Management Group
Ohio
$334K +$2.05K +19 +0.5%
PA
2825
PFW Advisors
Georgia
$333K -$55K -510 -13%
111 112
113
114 115