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Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
2901
HBW Advisory Services
California
$299K -$72.8K -417 -11%
WWM
2902
Windsor Wealth Management
Indiana
$299K +$1.22K +7 +0.4%
BI
2903
Ballast Inc
Kentucky
$299K – – –
SRG
2904
SBB Research Group
Illinois
$298K +$2.27K +13 +0.8%
KWS
2905
Keystone Wealth Services
California
$298K -$12.2K -70 -4%
SCM
2906
Stonehearth Capital Management
Massachusetts
$298K – – –
CWA
2907
Capital Wealth Alliance
Arizona
$298K -$70.3K -403 -20%
WA
2908
Wealth Advisors
California
$298K +$6.46K +37 +2%
WF
2909
Whelan Financial
California
$297K +$175 +1 +0.1%
FWM
2910
Focused Wealth Management
New York
$297K -$5.24K -30 -2%
SC
2911
Saturna Capital
Washington
$297K – – –
MCI
2912
MRP Capital Investments
Georgia
$297K +$289K +1,656 New
PGA
2913
Portland Global Advisors
Maine
$297K – – –
PWA
2914
Phoenix Wealth Advisors
North Carolina
$297K -$19K -109 -6%
OFW
2915
Omnia Family Wealth
Florida
$296K – – –
FWSM
2916
First Wilshire Securities Management
California
$296K – – –
BBW
2917
Blue Barn Wealth
Utah
$296K -$6.98K -40 -2%
IAG
2918
Investment Advisory Group
Massachusetts
$295K +$3.49K +20 +1%
EE
2919
EWG Elevate
California
$293K +$285K +1,635 New
TSWM
2920
Tyler-Stone Wealth Management
Ohio
$293K -$160K -915 -36%
CWM
2921
Circle Wealth Management
New Jersey
$293K +$27.6K +158 +11%
LCM
2922
Liberty Capital Management
Michigan
$292K – – –
APW
2923
Aurora Private Wealth
New Jersey
$291K -$54.3K -311 -16%
MAM
2924
McCarthy Asset Management
California
$289K – – –
WW
2925
Westshore Wealth
California
$288K – – –
115 116
117
118 119