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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
2551
Pension & Wealth Management Advisors
Massachusetts
$520K -$67.5K -220 -11%
HA
2552
Harfst & Associates
Wyoming
$520K – – –
NWM
2553
Northwest Wealth Management
Iowa
$520K +$18.7K +61 +4%
CIC
2554
Chase Investment Counsel
Virginia
$519K +$93.8K +306 +21%
HCMG
2555
Howard Capital Management Group
California
$518K +$176K +574 +49%
BBNB
2556
Baker Boyer National Bank
Washington
$518K -$4.6K -15 -0.8%
SRC
2557
Sage Rhino Capital
California
$516K -$2.45K -8 -0.5%
BFAG
2558
Blackston Financial Advisory Group
Florida
$516K +$3.07K +10 +0.6%
BP
2559
Broadleaf Partners
Ohio
$516K -$1.23K -4 -0.2%
KW
2560
KWB Wealth
California
$515K +$500K +1,632 New
WSWA
2561
Warren Street Wealth Advisors
California
$515K -$6.44K -21 -1%
CIA
2562
Cape Investment Advisory
Georgia
$515K +$535K +1,744 New
PHIC
2563
Pine Haven Investment Counsel
Massachusetts
$514K – – –
SIAG
2564
Safeguard Investment Advisory Group
California
$512K -$38.3K -125 -7%
CWA
2565
Canvas Wealth Advisors
Kansas
$511K -$179K -585 -25%
WFG
2566
Wills Financial Group
Virginia
$510K +$307 +1 +0.1%
MIS
2567
Morningstar Investment Services
Illinois
$510K +$22.4K +73 +4%
LWP
2568
LMG Wealth Partners
Louisiana
$508K +$7.05K +23 +1%
OL
2569
Optas LLC
Texas
$508K +$21.5K +70 +4%
VBWMG
2570
Von Berge Wealth Management Group
California
$508K +$307 +1 +0.1%
NRC
2571
New Republic Capital
North Carolina
$508K +$18.1K +59 +4%
CSB
2572
City State Bank
Iowa
$506K – – –
OCPWS
2573
One Charles Private Wealth Services
Massachusetts
$506K +$189K +616 +56%
RWP
2574
Revolve Wealth Partners
New Jersey
$505K -$53K -173 -9%
MPW
2575
Monterey Private Wealth
California
$504K +$65.3K +213 +14%
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103
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