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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3726
BKM Wealth Management
Wisconsin
$273K +$255K +5,510 New
SHFA
3727
SC&H Financial Advisors
Maryland
$273K – – –
LA
3728
Lane & Associates
New Jersey
$273K -$8.8K -190 -3%
JGCM
3729
Joseph Group Capital Management
Ohio
$272K – – –
MWM
3730
Mascoma Wealth Management
New Hampshire
$271K – – –
FW
3731
FirstPurpose Wealth
Utah
$271K -$1.39K -30 -0.5%
CPWM
3732
Cypress Point Wealth Management
Texas
$270K +$35.7K +770 +16%
BFA
3733
Brendel Financial Advisors
New Hampshire
$270K -$927 -20 -0.4%
SPWM
3734
Schrum Private Wealth Management
Florida
$270K – – –
EWS
3735
Eagle Wealth Strategies
New Jersey
$270K +$253K +5,450 New
PIA
3736
Panoramic Investment Advisors
Colorado
$270K +$253K +5,450 New
SAMC
3737
Spectrum Asset Management (California)
California
$269K +$6.95K +150 +3%
HFRG
3738
Houlihan Financial Resource Group
Virginia
$269K – – –
SVWG
3739
Shared Vision Wealth Group
United States
$269K +$252K +5,430 New
PTB
3740
Pioneer Trust Bank
Oregon
$267K -$4.63K -100 -2%
W
3741
WealthCollab
Washington
$267K +$250K +5,400 New
MWP
3742
Meredith Wealth Planning
Illinois
$267K -$70K -1,510 -22%
CSWM
3743
Cassady Schiller Wealth Management
Ohio
$267K – – –
IPW
3744
Intergy Private Wealth
Colorado
$266K -$12K -260 -5%
ACMA
3745
Arbor Capital Management (Alaska)
Alaska
$266K -$4.63K -100 -2%
WIC
3746
Wilkins Investment Counsel
Massachusetts
$265K +$248K +5,360 New
SAS
3747
SMI Advisory Services
Indiana
$265K – – –
BFAG
3748
Blackston Financial Advisory Group
Florida
$264K – – –
SCA
3749
Scott Capital Advisors
Oregon
$264K -$13.9K -300 -5%
KFS
3750
Kelly Financial Services
Massachusetts
$264K -$135K -2,920 -35%
148 149
150
151 152