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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2051
Phillips Financial Management
Indiana
$627K +$7.37K +31 +1%
SWM
2052
Silverlake Wealth Management
Vermont
$627K -$79.6K -335 -12%
SACTSONJ
2053
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$626K – – –
WWM
2054
Wolff Wiese Magana
California
$625K -$216K -908 -27%
BFIC
2055
Bedell Frazier Investment Counselling
California
$625K -$77.2K -325 -11%
WPC
2056
White Pine Capital
Minnesota
$625K -$163K -686 -21%
EPA
2057
Element Pointe Advisors
Florida
$625K -$26.4K -111 -4%
CWA
2058
Consilium Wealth Advisory
Texas
$623K -$24.7K -104 -4%
NWM
2059
NRI Wealth Management
California
$622K +$595K +2,505 New
CAWM
2060
Capital Advisors Wealth Management
Washington
$622K +$80.3K +338 +16%
FFA
2061
Founders Financial Alliance
North Carolina
$619K +$16.6K +70 +3%
DP
2062
Dearborn Partners
Illinois
$618K -$18.8K -79 -3%
CWMU
2063
Caliber Wealth Management (Utah)
Utah
$618K -$713 -3 -0.1%
AWM
2064
Affinity Wealth Management
Delaware
$618K – – –
PA
2065
PFW Advisors
Georgia
$616K +$161K +677 +38%
CCM
2066
Check Capital Management
California
$616K -$713 -3 -0.1%
SIC
2067
Sterling Investment Counsel
New York
$615K -$646K -2,717 -52%
CTB
2068
Country Trust Bank
Illinois
$615K – – –
O3W
2069
Omni 360 Wealth
New Jersey
$615K +$588K +2,474 New
CWP
2070
Curated Wealth Partners
California
$614K +$16.9K +71 +3%
ACM
2071
Allred Capital Management
Texas
$613K -$26.9K -113 -4%
AHL
2072
Abel Hall LLC
Louisiana
$612K +$585K +2,462 New
AW
2073
Avion Wealth
Texas
$611K +$34.7K +146 +6%
CAM
2074
Covenant Asset Management
New Jersey
$611K – – –
BWA
2075
Blodgett Wealth Advisors
California
$610K +$115K +485 +25%
81 82
83
84 85