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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
3351
Humankind Investments
New York
$303K -$97.2K -302 -29%
CG
3352
Clifford Group
Massachusetts
$303K -$21.6K -67 -8%
MS
3353
Marshall & Sullivan
Washington
$303K +$241K +750 New
PIFP
3354
Partners in Financial Planning
Virginia
$303K +$241K +750 New
ABLA
3355
Alan B. Lancz & Associates
Ohio
$302K +$241K +748 New
MLA
3356
MB, Levis & Associates
Pennsylvania
$302K – – –
RC
3357
Rangeley Capital
Connecticut
$302K +$241K +748 New
FNWM
3358
Financial Network Wealth Management
Utah
$302K +$241K +750 New
DWM
3359
Darwin Wealth Management
Florida
$302K +$2.57K +8 +1%
PWM
3360
Paulson Wealth Management
Illinois
$302K +$240K +747 New
LT
3361
Legacy Trust
Michigan
$301K -$31.2K -97 -12%
SCP
3362
Silverleafe Capital Partners
Tennessee
$301K +$240K +746 New
HIP
3363
Harrell Investment Partners
Texas
$301K -$29.6K -92 -11%
BMWM
3364
Brown Miller Wealth Management
Virginia
$300K +$239K +742 New
MW
3365
Members Wealth
Pennsylvania
$299K +$286K +890 New
PIP
3366
Peachtree Investment Partners
Florida
$299K +$238K +741 New
HFA
3367
Hippocratic Financial Advisors
California
$299K +$238K +741 New
BFS
3368
BridgePort Financial Solutions
Iowa
$299K +$341K +1,059 New
BWM
3369
Brown Wealth Management
Illinois
$298K -$124K -386 -34%
KPWG
3370
KFA Private Wealth Group
Virginia
$298K +$238K +739 New
SFP
3371
Sandbox Financial Partners
Maryland
$298K -$74.6K -232 -24%
PMG
3372
Private Management Group
California
$298K +$237K +738 New
TWM
3373
Tolleson Wealth Management
Texas
$298K +$237K +738 New
BWM
3374
BankPlus Wealth Management
Mississippi
$298K +$237K +737 New
CW
3375
Code Waechter
Florida
$298K -$16.1K -50 -6%
133 134
135
136 137