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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2151
LJI Wealth Management
Indiana
$352K -$2.05K -58 -0.6%
MWA
2152
Meridian Wealth Advisors
Texas
$352K -$59.1K -1,671 -15%
VAG
2153
VisionPoint Advisory Group
Texas
$352K -$48.1K -1,360 -13%
SMA
2154
Seven Mile Advisory
New Jersey
$351K +$32.6K +922 +11%
RWA
2155
Redmont Wealth Advisors
Illinois
$349K – – –
KFC
2156
Klingenstein Fields & Co
New York
$348K +$65.5K +1,851 +25%
DFA
2157
Delta Financial Advisors
Louisiana
$348K -$206K -5,830 -39%
PWA
2158
Provenance Wealth Advisors
Florida
$346K +$10.6K +300 +3%
MAWCM
2159
Mine & Arao Wealth Creation & Management
California
$346K +$37K +1,046 +13%
PCMC
2160
Paragon Capital Management (Colorado)
Colorado
$346K +$70.8K +2,000 +28%
MCM
2161
Manchester Capital Management
Vermont
$345K +$44.3K +1,251 +16%
RRA
2162
Round Rock Advisors
Connecticut
$345K -$19K -537 -6%
EIA
2163
Eldridge Investment Advisors
New Hampshire
$345K -$13.7K -387 -4%
CG
2164
CFO4Life Group
Texas
$345K -$31.2K -883 -9%
SFB
2165
STAR Financial Bank
Indiana
$344K -$190K -5,374 -37%
SCM
2166
SOL Capital Management
Maryland
$343K -$70.5K -1,992 -18%
PWP
2167
Precedent Wealth Partners
Texas
$343K +$322K +9,097 New
S
2168
Sachetta
Massachusetts
$343K +$322K +9,093 New
HEIP
2169
Hudson Edge Investment Partners
New Jersey
$342K – – –
CB
2170
Centennial Bank
Arkansas
$342K -$241K -6,812 -43%
CCM
2171
Check Capital Management
California
$341K -$920 -26 -0.3%
PPWM
2172
Paragon Private Wealth Management
Kentucky
$341K +$425 +12 +0.1%
CJFS
2173
Coulter & Justus Financial Services
Tennessee
$341K +$460 +13 +0.1%
FFO
2174
Fiduciary Family Office
Florida
$340K +$319K +9,026 New
EWA
2175
ERTS Wealth Advisors
Michigan
$339K -$10.4K -294 -3%
85 86
87
88 89