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Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
2901
Well Done LLC
Michigan
$497K – – –
AWMT
2902
AAFMAA Wealth Management & Trust
North Carolina
$497K +$396K +1,230 New
WWM
2903
Waterway Wealth Management
Texas
$496K +$32.2K +100 +9%
GVCM
2904
Global View Capital Management
Wisconsin
$495K +$420K +1,306 New
SF
2905
Seros Financial
Arizona
$495K +$805K +2,503 New
CWA
2906
Consilium Wealth Advisory
Texas
$495K +$394K +1,226 New
HTHT
2907
Hemenway Trust Hemenway Trust
New Hampshire
$495K -$48.3K -150 -11%
SL
2908
Salomon & Ludwin
Virginia
$495K -$9.97K -31 -2%
HAFS
2909
Hapanowicz & Associates Financial Services
Pennsylvania
$494K – – –
CCA
2910
Cobblestone Capital Advisors
New York
$493K +$90.4K +281 +30%
DCM
2911
Dimension Capital Management
Florida
$493K +$393K +1,221 New
APW
2912
Atlantic Private Wealth
North Carolina
$492K -$1.93K -6 -0.5%
CAM
2913
Creekmur Asset Management
Illinois
$492K +$112K +349 +40%
AA
2914
AF Advisors
California
$492K – – –
PCM
2915
Payne Capital Management
New York
$492K +$392K +1,218 New
BFA
2916
Bright Financial Advisors
Michigan
$491K -$965 -3 -0.2%
NBWM
2917
North Berkeley Wealth Management
California
$490K +$391K +1,214 New
AF
2918
Aldebaran Financial
$490K +$11.3K +35 +3%
CPA
2919
Cathy Pareto & Associates
Florida
$489K +$390K +1,211 New
WAG
2920
Wiser Advisor Group
Arizona
$489K -$7.4K -23 -2%
MAM
2921
Mystic Asset Management
Rhode Island
$489K -$16.1K -50 -4%
PBF
2922
Petix & Botte Financial
California
$489K – – –
ACP
2923
Aviance Capital Partners
Florida
$487K +$388K +1,205 New
TA
2924
TruWealth Advisors
Louisiana
$487K -$9.01K -28 -2%
MWA
2925
MN Wealth Advisors
Kansas
$486K +$25.7K +80 +7%
115 116
117
118 119