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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
3126
Midland Wealth Advisors
Illinois
$767K +$36K +112 +5%
DRD
3127
Dennis R. Delaney
$765K +$814K +2,532 New
FCM
3128
Family Capital Management
Michigan
$765K -$127K -396 -14%
EA
3129
Emerald Advisors
Washington
$765K +$54K +168 +7%
CRIG
3130
Charter Research & Investment Group
Connecticut
$762K – – –
GPW
3131
Gentry Private Wealth
Kansas
$761K +$110K +341 +16%
PWA
3132
Provenance Wealth Advisors
Florida
$759K +$617K +1,920 +325%
RF
3133
Rossby Financial
Florida
$759K +$108K +336 +15%
PCM
3134
Permanent Capital Management
Illinois
$757K -$58.8K -183 -7%
ACM
3135
Academy Capital Management
Texas
$756K +$131K +407 +19%
CCP
3136
Cushing Capital Partners
Wisconsin
$756K -$219K -682 -21%
AWM
3137
Allen Wealth Management
North Carolina
$756K -$28.9K -90 -3%
RAM
3138
Reflection Asset Management
South Carolina
$752K +$136K +423 +20%
CWWM
3139
Clear Wave Wealth Management
New Jersey
$751K +$799K +2,486 New
CNTOF
3140
Canandaigua National Trust of Florida
New York
$751K -$325K -1,011 -29%
GIP
3141
Greatmark Investment Partners
Georgia
$751K – – –
VFP
3142
Vilga Financial Planning
New Jersey
$750K +$1.29K +4 +0.2%
MFF
3143
Michels Family Financial
Texas
$750K +$11.9K +37 +2%
LWMNY
3144
Landmark Wealth Management (New York)
New York
$748K +$796K +2,476 New
BA
3145
Birinyi Associates
Connecticut
$748K – – –
GSIAS
3146
Garden State Investment Advisory Services
New Jersey
$746K -$1.29K -4 -0.2%
GBWM
3147
Granite Bay Wealth Management
New Hampshire
$745K -$60.8K -189 -7%
RFW
3148
Rainier Family Wealth
Washington
$745K -$4.18K -13 -0.5%
IAS
3149
Integrity Advisory Solutions
Texas
$744K +$146K +454 +23%
RIP
3150
RAM Investment Partners
Washington
$742K +$158K +492 +25%
124 125
126
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