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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2376
HHM Wealth Advisors
Tennessee
$674K +$72.5K +403 +12%
PIM
2377
Profit Investment Management
Maryland
$669K – – –
KLI
2378
Kelman-Lazarov Inc
Tennessee
$668K +$12.9K +72 +2%
CCWA
2379
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$668K +$683K +3,800 New
WA
2380
Winfield Associates
Ohio
$667K – – –
BFG
2381
Barber Financial Group
Kansas
$665K +$36K +200 +6%
HAC
2382
Harbor Advisory Corp
New Hampshire
$664K – – –
WIM
2383
Westside Investment Management
California
$661K -$135K -750 -4%
OL
2384
Optas LLC
Texas
$661K +$21.9K +122 +3%
CWA
2385
Canvas Wealth Advisors
Kansas
$661K +$100K +556 +17%
KMWM
2386
Keudell/Morrison Wealth Management
Oregon
$660K -$17.4K -97 -3%
PGA
2387
Portland Global Advisors
Maine
$660K -$14K -78 -2%
ACA
2388
Ackerman Capital Advisors
Texas
$659K -$84K -467 -11%
SFWA
2389
Summit Financial Wealth Advisors
Louisiana
$659K +$117K +653 +21%
FH
2390
FWG Holdings
Florida
$659K +$674K +3,750 New
CNB
2391
Camden National Bank
Maine
$656K -$74.5K -414 -10%
CWC
2392
Carolinas Wealth Consulting
North Carolina
$656K -$60.8K -338 -8%
FBT
2393
First Bank & Trust
South Dakota
$655K -$719 -4 -0.1%
TWM
2394
Tradition Wealth Management
Minnesota
$655K +$22.7K +126 +4%
CC
2395
Centiva Capital
New York
$655K +$670K +3,728 New
CRWM
2396
Castle Rock Wealth Management
California
$651K -$482K -2,679 -42%
NJBEST
2397
New Jersey Better Educational Savings Trust
New Jersey
$651K – – –
BOS
2398
Bingham Osborn & Scarborough
California
$651K +$95K +528 +17%
MCA
2399
Magnolia Capital Advisors
Mississippi
$650K +$16.9K +94 +3%
BWAM
2400
Boyd Watterson Asset Management
Ohio
$647K -$167K -928 -20%
94 95
96
97 98