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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3476
Rench Wealth Management
Texas
$387K +$21.5K +54 +6%
SA
3477
Strategic Advocates
Utah
$387K +$34.6K +87 +10%
BWA
3478
BlueChip Wealth Advisors
Georgia
$387K -$44.1K -111 -11%
BWCS
3479
Beirne Wealth Consulting Services
Connecticut
$387K – – –
MWM
3480
Mattern Wealth Management
Kansas
$387K +$6.76K +17 +2%
GLR
3481
Great Lakes Retirement
Ohio
$386K -$173K -436 -32%
GIA
3482
GHP Investment Advisors
Colorado
$386K – – –
CSIA
3483
Conrad Siegel Investment Advisors
Pennsylvania
$386K -$3.58K -9 -1%
SFS
3484
Symphony Financial Services
Ohio
$385K +$7.56K +19 +2%
AAG
3485
Armstrong Advisory Group
Massachusetts
$384K -$22.3K -56 -6%
BWM
3486
Birchcreek Wealth Management
Ohio
$384K -$3.58K -9 -1%
SLP
3487
Storen Legacy Partners
Indiana
$384K +$32.2K +81 +10%
NC
3488
North Capital
Utah
$383K +$4.38K +11 +1%
BWG
3489
Berry Wealth Group
Texas
$382K -$79.5K -200 -18%
BAM
3490
Banta Asset Management
California
$382K – – –
MA
3491
Macro Advisors
Pennsylvania
$382K +$37K +93 +11%
GHI
3492
Gross & Hartman Investments
Pennsylvania
$381K +$2.39K +6 +0.7%
KFG
3493
Kelly Financial Group
Connecticut
$381K +$133K +335 +58%
PWC
3494
PYA Waltman Capital
Tennessee
$381K +$8.75K +22 +2%
YWM
3495
Yukon Wealth Management
Kansas
$381K +$360K +905 New
SFSG
3496
Sound Financial Strategies Group
Mississippi
$380K +$35K +88 +11%
GFG
3497
Greystone Financial Group
Michigan
$379K +$5.57K +14 +2%
BMO
3498
Beck Mack & Oliver
New York
$379K – – –
GCIA
3499
Gabelli & Co Investment Advisers
New York
$379K – – –
EWA
3500
ERTS Wealth Advisors
Michigan
$379K +$39.8K +100 +13%
138 139
140
141 142