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Name Holding Trade Value Shares
Change 		Change in
Stake
JC
2551
JB Capital
Connecticut
$557K +$25.3K +341 +5%
HWA
2552
Heartwood Wealth Advisors
Virginia
$556K -$1.28M -17,243 -70%
SEP
2553
Southland Equity Partners
Missouri
$555K +$445 +6 +0.1%
EBSAM
2554
Eubel Brady & Suttman Asset Management
Ohio
$554K -$603K -8,121 -53%
FBT
2555
First Bank & Trust
South Dakota
$554K -$5.71K -77 -1%
MC
2556
Marest Capital
California
$553K +$3.04K +41 +0.6%
RIM
2557
Reliant Investment Management
Tennessee
$553K -$44.4K -599 -8%
IPW
2558
Impact Partnership Wealth
Georgia
$552K +$162K +2,177 +44%
DWM
2559
DWR Wealth Management
California
$551K +$528K +7,112 New
NFTC
2560
North Forty Two & Co
Oregon
$550K -$32K -431 -6%
CCAL
2561
City Center Advisors LLC
Michigan
$550K +$19.4K +261 +4%
TWM
2562
Trueblood Wealth Management
Ohio
$549K +$5.27K +71 +1%
CW
2563
Curio Wealth
Maryland
$548K +$16.7K +225 +3%
RPCONE
2564
Retirement Planning Company of New England
Rhode Island
$547K +$519 +7 +0.1%
BAWM
2565
Bennett Associates Wealth Management
Pennsylvania
$547K -$27.7K -373 -5%
BTWM
2566
Baker Tilly Wealth Management
Wisconsin
$546K +$38.5K +519 +8%
MAM
2567
Morse Asset Management
Connecticut
$546K +$526K +7,090 New
GAM
2568
GEM Asset Management
Michigan
$545K -$2.75K -37 -0.5%
CWA
2569
Canvas Wealth Advisors
Kansas
$544K -$70K -943 -12%
IFS
2570
Ifrah Financial Services
Arkansas
$544K -$15.8K -213 -3%
RWB
2571
RMR Wealth Builders
New Jersey
$543K +$16.1K +217 +3%
CST
2572
Charles Schwab Trust
Nevada
$543K -$84.7K -1,141 -14%
CAM
2573
Cypress Asset Management
Texas
$542K -$5.57K -75 -1%
CPA
2574
Capital Planning Advisors
California
$541K -$23.2K -313 -4%
AAG
2575
Armstrong Advisory Group
Massachusetts
$540K +$18K +242 +4%
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