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Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
3326
Cooper/Haims Advisors
New York
$684K +$46.6K +145 +8%
SSW
3327
Smith Shellnut Wilson
Mississippi
$683K +$37.6K +117 +6%
BWA
3328
BlueChip Wealth Advisors
Georgia
$683K -$1.93K -6 -0.3%
HPWM
3329
High Point Wealth Management
New Jersey
$682K -$53.9K -168 -8%
WIM
3330
Warwick Investment Management
Texas
$682K +$68.1K +212 +12%
LC
3331
Lincoln Capital
Nebraska
$682K – – –
MWM
3332
Manske Wealth Management
Texas
$680K +$17.7K +55 +3%
WPWM
3333
Western Pacific Wealth Management
Illinois
$679K – – –
CWA
3334
Consilio Wealth Advisors
Washington
$675K +$28.3K +88 +5%
BWM
3335
BCS Wealth Management
Tennessee
$674K +$87K +271 +16%
FPH
3336
Financial Planning Hawaii
Hawaii
$674K -$132K -410 -17%
JDLA
3337
J. Derek Lewis & Associates
California
$672K -$9.63K -30 -2%
IPW
3338
Intergy Private Wealth
Colorado
$672K -$82.5K -257 -12%
CCG
3339
Coastwise Capital Group
California
$672K -$21.2K -66 -3%
GSIS
3340
Global Strategic Investment Solutions
Arizona
$672K +$10.9K +34 +2%
CBT
3341
CoreFirst Bank & Trust
Kansas
$669K – – –
GP
3342
Guardian Partners
Canada
$667K -$73.2K -228 -10%
TI
3343
Truepoint Inc
Ohio
$666K +$23.1K +72 +4%
HZ
3344
Hixon Zuercher
Ohio
$666K +$71.6K +223 +13%
MWM
3345
Maridea Wealth Management
New York
$665K +$379K +1,181 +156%
GC
3346
Garde Capital
Washington
$664K -$5.14K -16 -0.8%
VAM
3347
Verity Asset Management
North Carolina
$663K -$18.3K -57 -3%
CIA
3348
Caerus Investment Advisors
Texas
$663K +$124K +386 +25%
WAM
3349
Worth Asset Management
Texas
$660K +$27.6K +86 +5%
SCM
3350
Sunbeam Capital Management
Georgia
$659K +$27K +84 +5%
132 133
134
135 136