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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3801
Mittelman Wealth Management
Massachusetts
$492K +$394K +5,440 New
SCP
3802
Syntal Capital Partners
Texas
$489K +$17.1M +235,830 +5,655%
SC
3803
Shay Capital
New York
$488K -$6.06M -83,600 -94%
WCM
3804
Weik Capital Management
Pennsylvania
$488K +$29K +400 +8%
KV
3805
Kickstand Ventures
New York
$487K -$37.7K -520 -9%
HWM
3806
Howard Wealth Management
Connecticut
$487K +$60.9K +840 +18%
PMSA
3807
Patrick M. Sweeney & Associates
Illinois
$486K -$14.5K -200 -4%
WIC
3808
Wilkins Investment Counsel
Massachusetts
$484K – – –
ACMA
3809
Arbor Capital Management (Alaska)
Alaska
$484K -$21.7K -300 -5%
GGA
3810
Granite Group Advisors
Connecticut
$483K – – –
DSA
3811
Droms Strauss Advisors
Missouri
$483K -$13K -180 -3%
SRWM
3812
Shira Ridge Wealth Management
California
$482K +$59.4K +820 +18%
CC
3813
Cypress Capital
Tennessee
$482K +$340K +4,690 +733%
SPWG
3814
Sage Private Wealth Group
Illinois
$482K +$386K +5,330 New
WAG
3815
Wheelhouse Advisory Group
Missouri
$480K +$385K +5,310 New
MWP
3816
Meredith Wealth Planning
Illinois
$480K -$6.52K -90 -2%
SCP
3817
Stamos Capital Partners
California
$479K -$348K -4,800 -48%
PRI
3818
Prepared Retirement Institute
Pennsylvania
$478K – – –
SVWG
3819
Shared Vision Wealth Group
United States
$477K -$10.9K -150 -3%
PWMG
3820
Private Wealth Management Group
New Jersey
$477K +$73.2K +1,010 +24%
ACM
3821
Absolute Capital Management
Pennsylvania
$476K +$382K +5,270 New
SAMC
3822
Spectrum Asset Management (California)
California
$476K -$12.3K -170 -3%
MLRA
3823
Main Line Retirement Advisors
Montana
$475K +$7.97K +110 +2%
AFG
3824
Altiora Financial Group
Ohio
$474K +$5.07K +70 +1%
CWM
3825
Cedar Wealth Management
California
$469K +$18.1K +250 +5%
151 152
153
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