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Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
3251
United Bank (Georgia)
Georgia
$387K -$6.3K -23 -2%
PPW
3252
Presilium Private Wealth
Pennsylvania
$386K -$2.74K -10 -0.7%
KA
3253
Kercheville Advisors
Texas
$386K – – –
SIC
3254
Schwartz Investment Counsel
Michigan
$386K – – –
PWP
3255
Precedent Wealth Partners
Texas
$384K +$2.19K +8 +0.6%
LWM
3256
LongView Wealth Management
Georgia
$382K -$3.84K -14 -1%
CGA
3257
Crescent Grove Advisors
Illinois
$382K +$87.2K +318 +28%
PCA
3258
Peddock Capital Advisors
Massachusetts
$382K -$4.11K -15 -1%
AMG
3259
Advisors Management Group
Wisconsin
$381K -$11.8K -43 -3%
ST
3260
Sageworth Trust
Pennsylvania
$381K +$397K +1,450 New
FFG
3261
Fortem Financial Group
California
$380K -$60.3K -220 -13%
BFPW
3262
BOK Financial Private Wealth
Colorado
$379K – – –
SWM
3263
Solano Wealth Management
California
$379K +$11K +40 +3%
HNWAG
3264
High Net Worth Advisory Group
Florida
$377K – – –
PVAMC
3265
PPS&V Asset Management Consultants
Michigan
$376K -$7.67K -28 -2%
LWM
3266
Lakeridge Wealth Management
Ohio
$375K -$24.1K -88 -6%
CCMI
3267
Creative Capital Management Investments
California
$374K – – –
DA
3268
DSC Advisors
Illinois
$373K -$18.9K -69 -5%
IFA
3269
Index Fund Advisors
California
$373K – – –
DWM
3270
Defined Wealth Management
Oregon
$372K +$12.6K +46 +3%
LWM
3271
LJI Wealth Management
Indiana
$372K +$389K +1,418 New
FWM
3272
Foguth Wealth Management
Michigan
$372K +$101K +369 +35%
FBFS
3273
First Business Financial Services
Wisconsin
$371K +$7.95K +29 +2%
CL
3274
CIM LLC
New York
$370K -$6.85K -25 -2%
KCFA
3275
Key Client Fiduciary Advisors
New Jersey
$368K +$63.6K +232 +20%
129 130
131
132 133