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Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
3126
Trustmark National Bank Trust Department
Mississippi
$310K -$4.22K -14 -1%
SRWM
3127
Shira Ridge Wealth Management
California
$309K +$5.42K +18 +2%
JWWM
3128
Johnson & White Wealth Management
Pennsylvania
$308K -$301K -1,000 -51%
BFWA
3129
Benchmark Financial Wealth Advisors
Florida
$307K +$291K +967 New
PS
3130
Planned Solutions
California
$307K -$36.2K -120 -11%
GF
3131
GGM Financials
Ohio
$306K +$290K +963 New
KA
3132
Kozak & Associates
Colorado
$306K +$67.8K +225 +28%
SWM
3133
Shelton Wealth Management
Texas
$306K +$20.2K +67 +7%
RGF
3134
Retirement Guys Formula
Ohio
$305K +$38.9K +129 +16%
RGC
3135
Roberts, Glore & Co
Illinois
$304K +$6.03K +20 +2%
EA
3136
Enclave Advisors
Texas
$304K +$1.51K +5 +0.5%
MWM
3137
Momentous Wealth Management
Washington
$304K -$52.7K -175 -15%
PWM
3138
Peterson Wealth Management
Nevada
$303K +$288K +955 New
GIP
3139
Greatmark Investment Partners
Georgia
$302K +$24.7K +82 +9%
BWA
3140
BlueSky Wealth Advisors
North Carolina
$301K +$5.12K +17 +2%
RIM
3141
Reliant Investment Management
Tennessee
$301K +$286K +948 New
SFS
3142
Symphony Financial Services
Ohio
$301K -$15.1K -50 -5%
REMPR
3143
Roof Eidam Maycock Peralta (REMP)
California
$300K -$429K -1,425 -60%
HP
3144
HT Partners
Connecticut
$300K – – –
5SA
3145
5th Street Advisors
Connecticut
$300K -$33.1K -110 -10%
LEA
3146
Legacy Edge Advisors
New York
$299K +$18.1K +60 +7%
CFC
3147
Coyle Financial Counsel
Illinois
$299K +$284K +942 New
MCM
3148
Mengis Capital Management
Oregon
$299K – – –
SWAG
3149
Spectrum Wealth Advisory Group
California
$299K +$9.34K +31 +3%
FNBOMD
3150
First National Bank of Mount Dora
Florida
$298K -$4.52K -15 -2%
124 125
126
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