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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2326
Adapt Wealth Advisors
Georgia
$283K +$271K +938 New
WJA
2327
Willis Johnson & Associates
Texas
$282K +$48.5K +168 +22%
TCWA
2328
Turtle Creek Wealth Advisors
Texas
$282K +$6.35K +22 +2%
TWP
2329
Tempus Wealth Planning
California
$282K +$14.4K +50 +6%
GA
2330
GoalVest Advisory
New York
$281K +$179K +622 +201%
1WM
2331
1858 Wealth Management
Ohio
$280K – – –
HC
2332
Hamilton Capital
Ohio
$280K -$1.44K -5 -0.5%
MBI
2333
May Barnhard Investments
Maryland
$279K +$11.3K +39 +4%
BCM
2334
BlueCrest Capital Management
Jersey
$279K -$1.08M -3,732 -80%
FWM
2335
Forza Wealth Management
Florida
$279K – – –
MP
2336
McDonald Partners
Ohio
$278K -$10.1K -35 -4%
BSSFA
2337
Baron Silver Stevens Financial Advisors
Florida
$278K +$43.9K +152 +20%
CAAS
2338
Capital Asset Advisory Services
Michigan
$278K -$18.2K -63 -6%
WHCI
2339
W.H. Cornerstone Investments
Massachusetts
$277K -$39K -135 -13%
MAM
2340
McLean Asset Management
Virginia
$277K +$3.75K +13 +1%
MWA
2341
Motive Wealth Advisors
Michigan
$276K +$265K +918 New
EP
2342
Eudaimonia Partners
Tennessee
$276K -$1.15K -4 -0.4%
JWM
2343
JGP Wealth Management
Oregon
$276K -$4.62K -16 -2%
CIA
2344
Cladis Investment Advisory
Montana
$275K +$11K +38 +4%
BOS
2345
Bank of Stockton
California
$275K +$263K +913 New
APA
2346
Astoria Portfolio Advisors
New York
$274K +$290K +1,005 New
LIM
2347
Leavell Investment Management
Alabama
$274K +$263K +910 New
EWM
2348
Elevatus Welath Management
New York
$273K – – –
RMCM
2349
Reynders McVeigh Capital Management
Massachusetts
$273K +$28.9K +100 +12%
MAG
2350
MRA Advisory Group
New Jersey
$272K -$6.35K -22 -2%
92 93
94
95 96