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Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
2676
Heck Capital Advisors
Wisconsin
$399K +$17.7K +200 +5%
CB
2677
Community Bank
New York
$398K +$177K +2,000 +87%
WA
2678
Wambolt & Associates
Colorado
$397K -$173K -1,960 -31%
PWA
2679
Peterson Wealth Advisors
Utah
$397K -$83.2K -940 -18%
LWS
2680
Lucia Wealth Services
California
$392K – – –
VBFP
2681
Valtinson Bruner Financial Planning
Minnesota
$392K – – –
CCM
2682
Cadence Capital Management
Massachusetts
$390K -$5.31K -60 -1%
SCM
2683
Smith Capital Management
Arkansas
$390K +$88.5K +1,000 +31%
SL
2684
Stevard LLC
Illinois
$390K +$374K +4,220 New
CCA
2685
Clearwater Capital Advisors
Illinois
$386K -$86.7K -980 -19%
ARG
2686
Advisory Resource Group
Oklahoma
$384K +$5.31K +60 +1%
EIG
2687
Ellenbecker Investment Group
Wisconsin
$383K – – –
PSC
2688
Prentiss Smith & Co
Vermont
$383K – – –
WB
2689
West Bancorporation
Iowa
$383K +$366K +4,140 New
HA
2690
Harborview Advisors
Maine
$379K – – –
OCM
2691
Orleans Capital Management
Louisiana
$379K – – –
DACG
2692
Donor Advised Charitable Giving
California
$379K +$53.1K +600 +17%
FLA
2693
Financial Life Advisors
Texas
$377K – – –
LIA
2694
LBMC Investment Advisors
Tennessee
$377K – – –
SC
2695
Soundwatch Capital
Connecticut
$377K +$361K +4,080 New
NFGCM
2696
Norman Fields Gottscho Capital Management
New York
$373K – – –
HCM
2697
Howard Capital Management
Georgia
$372K -$46K -520 -12%
WA
2698
Wealthstar Advisors
Texas
$372K -$14.2K -160 -4%
DWM
2699
Dorchester Wealth Management
Quebec, Canada
$371K -$5.31K -60 -1%
WIP
2700
Wellesley Investment Partners
Massachusetts
$371K – – –
106 107
108
109 110