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Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
3076
Thomas Story & Son
Indiana
$352K – – –
RBCM
3077
Raub Brock Capital Management
California
$352K – – –
LRWA
3078
Long Run Wealth Advisors
New York
$352K +$14.6K +47 +5%
FWM
3079
Focused Wealth Management
New York
$350K +$1.24K +4 +0.4%
NWA
3080
Navis Wealth Advisors
New York
$350K -$18.6K -60 -6%
WAM
3081
WealthTrust Asset Management
Florida
$350K +$82.1K +265 +36%
GIM
3082
Guild Investment Management
California
$350K – – –
PAM
3083
Peak Asset Management
Colorado
$349K +$18.6K +60 +6%
ODIJL
3084
One Day In July LLC
Vermont
$349K -$28.5K -92 -8%
PAG
3085
Powers Advisory Group
Illinois
$348K +$25.4K +82 +9%
DBIA
3086
Dumont & Blake Investment Advisors
New Jersey
$348K – – –
EWA
3087
Elevate Wealth Advisory
Georgia
$347K +$311K +1,003 New
JAWM
3088
J. Arnold Wealth Management
Ohio
$347K -$255K -825 -45%
ACM
3089
Alethea Capital Management
Washington
$347K -$46.5K -150 -13%
HCM
3090
Hillman Capital Management
Maryland
$347K – – –
WPI
3091
Walter Public Investments
Canada
$347K – – –
BAM
3092
BOCHK Asset Management
Hong Kong
$346K +$310K +1,000 New
CG
3093
Cynosure Group
Utah
$346K +$309K +999 New
CTFG
3094
Capstone Triton Financial Group
Oklahoma
$346K – – –
LL
3095
LWMG LLC
Minnesota
$346K +$6.19K +20 +2%
HFS
3096
HBC Financial Services
Washington
$346K – – –
SRSA
3097
S.R. Schill & Associates
Washington
$346K +$83.3K +269 +37%
TC
3098
Trust Company
Kansas
$345K -$140K -451 -31%
SWM
3099
Sculati Wealth Management
Michigan
$345K – – –
FPGK
3100
Financial Partners Group (Kansas)
Kansas
$345K -$8.05K -26 -3%
122 123
124
125 126