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Name Holding Trade Value Shares
Change 		Change in
Stake
WH
2626
Wallace Hart
Kentucky
$354K +$342K +5,988 New
PWP
2627
Pursue Wealth Partners
California
$354K – – –
MAG
2628
MRA Advisory Group
New Jersey
$354K +$16.4K +287 +5%
IPW
2629
Invictus Private Wealth
Colorado
$353K -$14.6K -255 -4%
AWG
2630
Altus Wealth Group
Colorado
$353K +$25.9K +454 +8%
FP
2631
Financial Perspectives
Minnesota
$352K – – –
SIA
2632
SeaBridge Investment Advisors
New Jersey
$351K +$339K +5,932 New
SP
2633
Successful Portfolios
Florida
$350K -$5.71K -100 -2%
LA
2634
Latitude Advisors
Florida
$350K -$4.34K -76 -1%
SAM
2635
Summit Asset Management
Tennessee
$350K -$3.14K -55 -0.9%
SCM
2636
Sitrin Capital Management
California
$349K -$4.28K -75 -1%
DCBT
2637
Dakota Community Bank & Trust
North Dakota
$349K +$29.5K +517 +10%
EWM
2638
Executive Wealth Management
Michigan
$349K -$32.9K -576 -9%
VCM
2639
Vision Capital Management
Oregon
$349K -$861K -15,080 -72%
AAS
2640
Annex Advisory Services
Wisconsin
$348K -$56.4K -988 -14%
PWM
2641
Palacios Wealth Management
Florida
$347K +$330K +5,783 New
S
2642
Sachetta
Massachusetts
$347K -$57 -1 -0%
WIA
2643
Wetzel Investment Advisors
Indiana
$346K -$33.7K -590 -9%
WCFA
2644
Walkner Condon Financial Advisors
Wisconsin
$346K -$12.7K -222 -4%
ECM
2645
EagleClaw Capital Management
Massachusetts
$345K – – –
TWA
2646
Talisman Wealth Advisors
New Jersey
$345K -$43.2K -757 -12%
SCM
2647
Sterneck Capital Management
Missouri
$345K -$189K -3,318 -36%
BC
2648
Brio Consultants
California
$344K -$25.6K -449 -7%
TSWM
2649
Tyler-Stone Wealth Management
Ohio
$344K +$21.4K +375 +7%
HWMG
2650
Hurlow Wealth Management Group
Indiana
$344K +$6.8K +119 +2%
104 105
106
107 108