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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
4026
Advance Capital Management
Michigan
$227K +$7.27K +21 +3%
PFA
4027
Pinnacle Family Advisors
Missouri
$227K +$346 +1 +0.2%
IWM
4028
IMG Wealth Management
Florida
$226K +$10K +29 +5%
FHB
4029
First Hawaiian Bank
Hawaii
$226K -$2.08K -6 -0.9%
SC
4030
Slow Capital
California
$225K – – –
MWA
4031
Medallion Wealth Advisors
Connecticut
$225K – – –
PAG
4032
Poinciana Advisors Group
Florida
$225K -$10.7K -31 -4%
TWM
4033
TSA Wealth Management
Texas
$225K +$10.7K +31 +5%
CJ
4034
Caitlin John
Michigan
$225K +$692 +2 +0.3%
MIC
4035
Meridian Investment Counsel
California
$225K -$3.46K -10 -1%
AWP
4036
Astra Wealth Partners
New Jersey
$225K +$16.3K +47 +8%
PFM
4037
Patton Fund Management
Texas
$224K – – –
VW
4038
Veridan Wealth
Oregon
$224K +$227K +655 New
WWA
4039
Wingate Wealth Advisors
Massachusetts
$224K +$227K +655 New
LCC
4040
Lincoln Capital Corp
Rhode Island
$223K – – –
IPW
4041
Impact Partnership Wealth
Georgia
$222K +$7.61K +22 +3%
PFG
4042
Pinnacle Financial Group
Illinois
$221K -$20.1K -58 -8%
CS
4043
Capital Square
Tennessee
$221K -$1.38K -4 -0.6%
WRM
4044
Weybosset Research & Management
Rhode Island
$221K -$39.5K -114 -15%
NI
4045
NCP Inc
California
$221K – – –
PF
4046
Penney Financial
Texas
$220K – – –
DAM
4047
Doheny Asset Management
California
$220K – – –
LL
4048
LPWM LLC
Minnesota
$219K +$3.81K +11 +2%
GFWA
4049
Grey Fox Wealth Advisors
Delaware
$219K +$4.15K +12 +2%
DIA
4050
Dean Investment Associates
Ohio
$218K -$4.5K -13 -2%
160 161
162
163 164