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Name Holding Trade Value Shares
Change 		Change in
Stake
FAC
3326
Financial Advisory Corporation
Michigan
$480K -$157K -354 -25%
HFM
3327
Hartford Financial Management
Connecticut
$480K – – –
KMWM
3328
Keudell/Morrison Wealth Management
Oregon
$480K +$473K +1,068 New
MCM
3329
Morton Capital Management
California
$480K +$3.55K +8 +0.8%
GWS
3330
Greykasell Wealth Strategies
California
$480K – – –
KPWG
3331
KFA Private Wealth Group
Virginia
$477K +$5.32K +12 +1%
CAP
3332
Cordoba Advisory Partners
New York
$477K +$467K +1,054 New
KSWWM
3333
Keyes Stange & Wooten Wealth Management
Florida
$477K – – –
AWA
3334
Alaska Wealth Advisors
Alaska
$477K +$39.5K +89 +9%
HFS
3335
Hoge Financial Services
Pennsylvania
$476K +$26.6K +60 +6%
PMFA
3336
Plante Moran Financial Advisors
Michigan
$476K -$123K -278 -21%
SO
3337
Sierra Ocean
California
$476K +$20.8K +47 +5%
PAW
3338
Plan A Wealth
Nebraska
$475K -$4.88K -11 -1%
IBOK
3339
Independence Bank of Kentucky
Kentucky
$475K -$586K -1,322 -56%
FA
3340
FF Advisors
California
$475K +$443 +1 +0.1%
LRWA
3341
Long Run Wealth Advisors
New York
$474K +$153K +346 +49%
AGP
3342
Aspire Growth Partners
Florida
$474K +$8.87K +20 +2%
HFA
3343
Highland Financial Advisors
New Jersey
$472K +$88.2K +199 +23%
SDAM
3344
Shulman DeMeo Asset Management
New York
$471K +$5.32K +12 +1%
KCPT
3345
Kingstone Capital Partners Texas
Texas
$470K – – –
XPN
3346
XY Planning Network
Montana
$470K +$86.4K +195 +23%
HWMO
3347
Heritage Wealth Management (Ohio)
Ohio
$469K +$4.43K +10 +1%
RI
3348
Rinkey Investments
California
$468K -$59.8K -135 -11%
DJYG
3349
David J. Yvars Group
Florida
$467K -$887 -2 -0.2%
PFG
3350
Putney Financial Group
California
$467K +$14.2K +32 +3%
132 133
134
135 136