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Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
2976
Keudell/Morrison Wealth Management
Oregon
$364K +$51.2K +170 +17%
CCA
2977
Cypress Capital Advisors
Tennessee
$364K -$2.11K -7 -0.6%
TLA
2978
Tanglewood Legacy Advisors
Texas
$364K – – –
PFA
2979
Pathway Financial Advisors
Vermont
$362K +$15.1K +50 +5%
AFA
2980
AllGen Financial Advisors
Florida
$362K +$301 +1 +0.1%
ACA
2981
Atlas Capital Advisors
Wyoming
$362K +$338K +1,123 +7,019%
CPA
2982
Clear Point Advisors
New York
$361K +$2.11K +7 +0.6%
WAM
2983
Wallington Asset Management
Indiana
$360K +$19.3K +64 +6%
KA
2984
Kooman & Associates
Pennsylvania
$360K +$1.21K +4 +0.4%
LAS
2985
LWM Advisory Services
Florida
$359K -$27.1K -90 -7%
TTWM
2986
TCV Trust & Wealth Management
Virginia
$359K +$12.1K +40 +4%
EWS
2987
Eagle Wealth Strategies
New Jersey
$358K +$340K +1,128 New
KW
2988
KWB Wealth
California
$358K +$9.94K +33 +2%
RCYC
2989
Richard C. Young & Co
Rhode Island
$357K +$339K +1,125 New
MWM
2990
Mascagni Wealth Management
Mississippi
$357K +$8.44K +28 +3%
KWA
2991
Kondo Wealth Advisors
California
$357K +$71.1K +236 +25%
GVCM
2992
Global View Capital Management
Wisconsin
$356K -$24.7K -82 -7%
HCWM
2993
Hidden Cove Wealth Management
Washington
$355K +$42.5K +141 +14%
IFPG
2994
Intrepid Financial Planning Group
Indiana
$355K +$10.5K +35 +3%
PA
2995
Persium Advisors
Georgia
$355K +$337K +1,117 New
RLWM
2996
RF&L Wealth Management
Massachusetts
$354K -$4.52K -15 -1%
BBNB
2997
Baker Boyer National Bank
Washington
$354K +$49.4K +164 +17%
SDAM
2998
Shulman DeMeo Asset Management
New York
$354K -$62.4K -207 -16%
WCM
2999
Wealthcare Capital Management
Virginia
$354K -$225K -747 -40%
DWM
3000
Dogwood Wealth Management
Kansas
$353K +$222K +737 +164%
118 119
120
121 122