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Name Holding Trade Value Shares
Change 		Change in
Stake
MRWM
3451
ML&R Wealth Management
Texas
$245K -$657K -14,670 -72%
DSA
3452
Droms Strauss Advisors
Missouri
$244K +$29.1K +650 +13%
GLLW
3453
Graves Light Lenhart Wealth
Virginia
$244K -$11.2K -250 -4%
LI
3454
Lafayette Investments
Maryland
$244K -$22.4K -500 -8%
TCM
3455
Tufton Capital Management
Maryland
$244K +$11.2K +250 +5%
RCWM
3456
Royal Capital Wealth Management
Indiana
$242K +$250K +5,570 New
LW
3457
Libra Wealth
California
$242K – – –
MAM
3458
McCarthy Asset Management
California
$242K – – –
RGF
3459
Retirement Guys Formula
Ohio
$241K -$6.72K -150 -3%
FLI
3460
Family Legacy Inc
South Carolina
$241K +$9.86K +220 +4%
SFG
3461
Sather Financial Group
Texas
$241K +$34.5K +770 +16%
LWP
3462
LMG Wealth Partners
Louisiana
$241K +$248K +5,540 New
QWM
3463
QP Wealth Management
New Jersey
$241K -$62.7K -1,400 -20%
SWM
3464
Sanctuary Wealth Management
Idaho
$241K – – –
SNBOSCI
3465
Security National Bank of Sioux City Iowa
Iowa
$240K -$44.8K -1,000 -15%
PWM
3466
PBMares Wealth Management
Virginia
$240K +$247K +5,520 New
SWM
3467
Stockman Wealth Management
Montana
$240K +$11.2K +250 +5%
FW
3468
FirstPurpose Wealth
Utah
$240K +$8.96K +200 +4%
SHFA
3469
SC&H Financial Advisors
Maryland
$239K – – –
JGCM
3470
Joseph Group Capital Management
Ohio
$239K -$40.3K -900 -14%
PTB
3471
Pioneer Trust Bank
Oregon
$239K – – –
AIS
3472
AM Investment Strategies
Tennessee
$239K +$22.4K +500 +10%
GCIM
3473
Gunn & Company Investment Management
Florida
$239K +$246K +5,490 New
C1AG
3474
Client 1st Advisory Group
Florida
$239K +$246K +5,490 New
MM
3475
Meridian Management
Arkansas
$239K +$246K +5,490 New
137 138
139
140 141