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Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
3451
Beirne Wealth Consulting Services
Connecticut
$387K – – –
MWM
3452
Mattern Wealth Management
Kansas
$387K +$6.76K +17 +2%
GLR
3453
Great Lakes Retirement
Ohio
$386K -$173K -436 -32%
GIA
3454
GHP Investment Advisors
Colorado
$386K – – –
CSIA
3455
Conrad Siegel Investment Advisors
Pennsylvania
$386K -$3.58K -9 -1%
SFS
3456
Symphony Financial Services
Ohio
$385K +$7.56K +19 +2%
AAG
3457
Armstrong Advisory Group
Massachusetts
$384K -$22.3K -56 -6%
BWM
3458
Birchcreek Wealth Management
Ohio
$384K -$3.58K -9 -1%
SLP
3459
Storen Legacy Partners
Indiana
$384K +$32.2K +81 +10%
NC
3460
North Capital
Utah
$383K +$4.38K +11 +1%
BWG
3461
Berry Wealth Group
Texas
$382K -$79.5K -200 -18%
BAM
3462
Banta Asset Management
California
$382K – – –
MA
3463
Macro Advisors
Pennsylvania
$382K +$37K +93 +11%
GHI
3464
Gross & Hartman Investments
Pennsylvania
$381K +$2.39K +6 +0.7%
KFG
3465
Kelly Financial Group
Connecticut
$381K +$133K +335 +58%
PWC
3466
PYA Waltman Capital
Tennessee
$381K +$8.75K +22 +2%
YWM
3467
Yukon Wealth Management
Kansas
$381K +$360K +905 New
SFSG
3468
Sound Financial Strategies Group
Mississippi
$380K +$35K +88 +11%
GFG
3469
Greystone Financial Group
Michigan
$379K +$5.57K +14 +2%
BMO
3470
Beck Mack & Oliver
New York
$379K – – –
GCIA
3471
Gabelli & Co Investment Advisers
New York
$379K – – –
EWA
3472
ERTS Wealth Advisors
Michigan
$379K +$39.8K +100 +13%
WAM
3473
Winslow Asset Management
Ohio
$378K – – –
1NWS
3474
1 North Wealth Services
Maryland
$378K – – –
TLCM
3475
Twin Lakes Capital Management
California
$377K – – –
137 138
139
140 141