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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2776
Strata Wealth Advisors
Texas
$349K -$513K -1,538 -53%
YWS
2777
Yarger Wealth Strategies
Ohio
$349K +$22.3K +67 +5%
PHAM
2778
Palisades Hudson Asset Management
Florida
$348K -$7K -21 -2%
BAM
2779
Bellevue Asset Management
Washington
$348K -$365K -1,096 -45%
AGA
2780
Arkos Global Advisors
Texas
$347K +$142K +426 +47%
AFG
2781
ABLE Financial Group
Arizona
$346K -$82.6K -248 -16%
LA
2782
Lynch & Associates
Indiana
$346K -$1.67K -5 -0.4%
SSW
2783
Smith Shellnut Wilson
Mississippi
$346K – – –
LIA
2784
LS Investment Advisors
Michigan
$346K +$252K +755 +130%
TCFP
2785
Treasure Coast Financial Planning
Florida
$346K -$167K -500 -27%
PWAM
2786
Private Wealth Asset Management
Iowa
$345K +$444K +1,332 New
EWM
2787
Echo Wealth Management
Minnesota
$345K -$909K -2,727 -67%
MSWM
2788
Mowery & Schoenfeld Wealth Management
Illinois
$344K +$83.3K +250 +23%
WAAG
2789
Wealth Alliance Advisory Group
Kansas
$344K -$2M -5,989 -82%
SC
2790
Stephens Consulting
Michigan
$344K -$89.3K -268 -17%
PFA
2791
Petra Financial Advisors
Colorado
$344K -$76K -228 -15%
SC
2792
Searle & Co
Connecticut
$343K -$95K -285 -18%
ACP
2793
Aveo Capital Partners
Colorado
$343K -$765K -2,295 -65%
UBG
2794
United Bank (Georgia)
Georgia
$343K – – –
MWM
2795
Meritas Wealth Management
California
$343K +$667 +2 +0.2%
SDAM
2796
Shulman DeMeo Asset Management
New York
$342K +$24.3K +73 +6%
MAM
2797
McCarthy Asset Management
California
$342K – – –
VWA
2798
VSM Wealth Advisory
Maryland
$342K +$64.3K +193 +17%
MCM
2799
Morton Capital Management
California
$342K -$310K -930 -41%
BTWM
2800
Brass Tax Wealth Management
Ohio
$342K -$178K -533 -29%
110 111
112
113 114