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Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
3126
Trustmark National Bank Trust Department
Mississippi
$434K – – –
PA
3127
Perennial Advisors
New York
$434K +$39.5K +114 +13%
PW
3128
PUREfi Wealth
Massachusetts
$434K +$43K +124 +15%
CSWG
3129
Cardinal Strategic Wealth Guidance
Kentucky
$434K +$338K +975 New
AWA
3130
Alaska Wealth Advisors
Alaska
$432K -$4.86K -14 -1%
GWM
3131
Gitterman Wealth Management
New Jersey
$432K +$296K +854 +730%
JWWM
3132
Johnson & White Wealth Management
Pennsylvania
$431K – – –
HIM
3133
Hanlon Investment Management
New Jersey
$431K +$28.4K +82 +9%
ECA
3134
Elevate Capital Advisors
Colorado
$431K +$42.7K +123 +15%
ZC
3135
Zeit Capital
Colorado
$430K +$129K +373 +63%
PS
3136
Planned Solutions
California
$430K – – –
IF
3137
Ironwood Financial
Arizona
$430K -$9.02K -26 -3%
PWM
3138
Praetorian Wealth Management
California
$429K +$335K +965 New
PWS
3139
Precision Wealth Strategies
Missouri
$429K -$17K -49 -5%
AWA
3140
Amplius Wealth Advisors
Pennsylvania
$428K -$229K -659 -41%
GF
3141
GGM Financials
Ohio
$428K – – –
EGA
3142
E&G Advisors
Texas
$428K +$61.4K +177 +23%
FI
3143
FWG Investments
Kentucky
$428K -$18.4K -53 -5%
UCB
3144
United Community Bank
South Carolina
$428K +$47.5K +137 +17%
CSIA
3145
Conrad Siegel Investment Advisors
Pennsylvania
$427K -$5.2K -15 -2%
MWM
3146
Melfa Wealth Management
Massachusetts
$427K -$94K -271 -22%
LEA
3147
Legacy Edge Advisors
New York
$427K +$6.24K +18 +2%
PPA
3148
Painted Porch Advisors
California
$425K +$148K +426 +80%
KHC
3149
Koesten Hirschmann & Crabtree
Kansas
$424K +$24.6K +71 +8%
KW
3150
KWB Wealth
California
$423K -$16.6K -48 -3%
124 125
126
127 128