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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3476
Scarborough Advisors
Maryland
$241K +$11.1K +45 +5%
TMWM
3477
Taylor & Morgan Wealth Management
Michigan
$241K +$246 +1 +0.1%
PF
3478
Parker Financial
Washington
$241K +$10.4K +42 +5%
WC
3479
Wynn Capital
Georgia
$241K +$228K +924 New
MP
3480
McDonald Partners
Ohio
$240K -$5.42K -22 -2%
HFA
3481
Highland Financial Advisors
New Jersey
$240K -$739 -3 -0.3%
PP
3482
PrairieView Partners
Minnesota
$240K – – –
KFS
3483
Kelly Financial Services
Massachusetts
$240K +$2.46K +10 +1%
PWA
3484
Peterson Wealth Advisors
Utah
$239K +$226K +918 New
ACM
3485
Ardent Capital Management
Ohio
$239K – – –
BCMLT
3486
Beacon Capital Management LLC (Tennessee)
Tennessee
$238K -$2.71K -11 -1%
NED
3487
Nancy E. Dempze
$238K – – –
GFA
3488
Gallagher Fiduciary Advisors
Illinois
$238K +$225K +913 New
SWM
3489
Soundmark Wealth Management
Washington
$237K – – –
CSIA
3490
Charles Schwab Investment Advisory
California
$237K +$5.18K +21 +2%
CWM
3491
Chemistry Wealth Management
New York
$236K +$5.67K +23 +3%
BWM
3492
BKM Wealth Management
Wisconsin
$236K +$223K +905 New
FFP
3493
Forbes Financial Planning
Rhode Island
$235K – – –
JWWM
3494
Johnson & White Wealth Management
Pennsylvania
$235K +$223K +904 New
BO
3495
Bank OZK
Arkansas
$235K -$4.19K -17 -2%
PAIM
3496
Punch & Associates Investment Management
Minnesota
$234K – – –
SC
3497
Schulhoff & Co
Ohio
$234K – – –
RWMG
3498
Redwood Wealth Management Group
New Jersey
$234K -$12.3K -50 -5%
CA
3499
CSM Advisors
Pennsylvania
$233K – – –
IIA
3500
Integral Investment Advisors
California
$232K – – –
138 139
140
141 142