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Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
2526
Fairvoy Private Wealth
Alabama
$262K -$18.4K -424 -7%
PS
2527
Planned Solutions
California
$262K – – –
SW
2528
StrongBox Wealth
Missouri
$262K +$258K +5,964 New
MWA
2529
Muirfield Wealth Advisors
North Carolina
$262K +$3.98K +92 +2%
FFA
2530
Florida Financial Advisors
Florida
$262K -$94.5K -2,183 -27%
WAM
2531
Winslow Asset Management
Ohio
$261K – – –
CIS
2532
Custom Index Systems
New York
$261K +$257K +5,934 New
LDB
2533
Lee, Danner & Bass
Tennessee
$261K -$1.73K -40 -0.7%
WAG
2534
Winthrop Advisory Group
Massachusetts
$260K -$16K -369 -6%
LWM
2535
LeConte Wealth Management
Tennessee
$260K +$256K +5,924 New
FAT
2536
First American Trust
California
$260K -$82.1K -1,897 -24%
AIM
2537
Alhambra Investment Management
Florida
$259K -$29K -670 -10%
LEA
2538
Legacy Edge Advisors
New York
$259K -$3.77K -87 -1%
WIA
2539
Wealthedge Investment Advisors
New York
$259K -$10.2K -236 -4%
CBOR
2540
Community Bank of Raymore
Missouri
$258K – – –
FZCM
2541
Flynn Zito Capital Management
New York
$258K -$30.8K -712 -11%
HFA
2542
Hutchinson Financial Advisors
Virginia
$257K +$253K +5,853 New
GSAM
2543
Grant Street Asset Management
Pennsylvania
$257K +$18.9K +437 +8%
CCM
2544
Check Capital Management
California
$257K +$779 +18 +0.3%
RS
2545
Rakuten Securities
Japan
$256K -$189K -4,355 -43%
OPWM
2546
Oxinas Partners Wealth Management
Indiana
$255K -$9.22K -213 -4%
BF
2547
Blankinship & Foster
California
$255K +$2.42K +56 +1%
LFGO
2548
Legacy Financial Group (Oklahoma)
Oklahoma
$255K +$251K +5,797 New
SP
2549
Successful Portfolios
Florida
$254K -$2.55K -59 -1%
FWTB
2550
First Western Trust Bank
Colorado
$254K +$9.91K +229 +4%
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