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Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
3401
Compass Capital Corp
Massachusetts
$493K +$465K +1,548 New
RWA
3402
Redhawk Wealth Advisors
Minnesota
$493K – – –
YWM
3403
Yoder Wealth Management
California
$492K -$5.71K -19 -1%
MQWP
3404
Morey & Quinn Wealth Partners
Nebraska
$492K +$468K +1,557 New
SNBOSD
3405
Security National Bank of So Dak
Iowa
$491K -$3.01K -10 -0.6%
MP
3406
Moment Partners
California
$491K +$467K +1,553 New
SCM
3407
Sunbeam Capital Management
Georgia
$491K +$467K +1,553 New
MSWM
3408
Mowery & Schoenfeld Wealth Management
Illinois
$490K +$35.2K +117 +8%
FWP
3409
Firethorn Wealth Partners
Georgia
$490K +$19.2K +64 +4%
MIAS
3410
Mason Investment Advisory Services
Virginia
$490K -$2.71K -9 -0.6%
WMN
3411
Wealth Management Nebraska
Nebraska
$490K +$466K +1,549 New
CWM
3412
Chesapeake Wealth Management
Virginia
$489K -$13.5K -45 -3%
SFB
3413
STAR Financial Bank
Indiana
$489K -$404K -1,342 -46%
AWA
3414
Aletheian Wealth Advisors
Washington
$488K +$11.1K +37 +2%
PC
3415
Permanens Capital
New York
$488K – – –
MWA
3416
MFA Wealth Advisors
Pennsylvania
$487K -$128K -425 -22%
SHF
3417
Stage Harbor Financial
Massachusetts
$486K -$11.7K -39 -2%
BS
3418
Brighton Securities
New York
$486K +$462K +1,537 New
OPOWM
3419
One Plus One Wealth Management
Florida
$486K – – –
BWCS
3420
Beirne Wealth Consulting Services
Connecticut
$485K – – –
LCGC
3421
Legacy Capital Group California
California
$485K +$31K +103 +7%
CWM
3422
Cherrydale Wealth Management
New Jersey
$485K +$3.01K +10 +0.7%
SHWM
3423
Smith & Howard Wealth Management
Georgia
$484K – – –
MHR
3424
Matthew Hamilton Rosenberg
$484K -$31.3K -104 -6%
OLVIG
3425
Oliver Lagore Vanvalin Investment Group
Michigan
$484K – – –
135 136
137
138 139