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Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
5551
Stillwater Private Wealth
Pennsylvania
$392K -$18.7K -91 -5%
BEAM
5552
Baker Ellis Asset Management
Washington
$390K – – –
WMS
5553
Wealth Management Strategies
Pennsylvania
$389K -$40.9K -199 -9%
TM
5554
Torren Management
California
$387K +$411 +2 +0.1%
OCM
5555
Orleans Capital Management
Louisiana
$386K – – –
CFG
5556
CSP Financial Group
Arizona
$384K +$395K +1,919 New
SWA
5557
ShankerValleau Wealth Advisors
Illinois
$382K – – –
BCA
5558
Ballentine Capital Advisors
South Carolina
$382K -$9.46K -46 -2%
RAM
5559
Rempart Asset Management
Canada
$380K -$65.8K -320 -14%
GW
5560
Graetz Wealth
Michigan
$380K -$59.6K -290 -13%
WG
5561
Watchman Group
Texas
$380K -$2.67K -13 -0.7%
EP
5562
Essential Planning
New Hampshire
$378K +$14.4K +70 +4%
RLIM
5563
Red Lighthouse Investment Management
New York
$378K +$80K +389 +26%
GGI
5564
GPM Growth Investors
Michigan
$378K – – –
IWC
5565
Infinity Wealth Counsel
Ohio
$377K -$411 -2 -0.1%
PP
5566
Pearl Planning
Michigan
$377K +$45.2K +220 +13%
BPWM
5567
BCS Private Wealth Management
New Jersey
$376K +$53.9K +262 +16%
LWM
5568
Level Wealth Management
North Carolina
$376K – – –
TFP
5569
Triune Financial Partners
Kansas
$374K +$90.1K +438 +31%
EWP
5570
Evergreen Wealth Partners
Montana
$374K +$15K +73 +4%
ICP
5571
Ironvine Capital Partners
Nebraska
$374K -$20.8K -101 -5%
KFS
5572
Krane Financial Solutions
California
$374K +$31.7K +154 +9%
FWP
5573
Family Wealth Partners
North Carolina
$372K -$639K -3,110 -63%
ACA
5574
Adirondack Capital Advisors
New York
$372K -$47.9K -233 -11%
SC
5575
Searle & Co
Connecticut
$370K +$103K +500 +37%
221 222
223
224 225