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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2051
Mascoma Wealth Management
New Hampshire
$327K – – –
BBW
2052
Blue Barn Wealth
Utah
$327K +$347K +6,227 New
PP
2053
Professional Planning
California
$326K -$19.1K -343 -5%
IRC
2054
Investors Research Corp
Georgia
$323K +$11.1K +200 +3%
TVWM
2055
Tower View Wealth Management
Wisconsin
$322K -$50.4K -905 -13%
AGA
2056
Arkos Global Advisors
Texas
$322K -$1.11K -20 -0.3%
CAGAS
2057
Capital Advisory Group Advisory Services
Minnesota
$322K +$14.5K +261 +4%
CBB
2058
Citizens Business Bank
California
$322K +$15K +269 +5%
OCM
2059
Orleans Capital Management
Louisiana
$321K -$46K -825 -12%
REMPR
2060
Roof Eidam Maycock Peralta (REMP)
California
$320K – – –
LB
2061
Legacy Bridge
Iowa
$318K – – –
EA
2062
Emerald Advisors
Washington
$317K +$12.4K +223 +4%
AAM
2063
Augustine Asset Management
Florida
$316K -$3.57K -64 -1%
SA
2064
SL Advisors
New Jersey
$316K – – –
CC
2065
Cornerstone Capital
California
$315K -$27.9K -500 -8%
CC
2066
Cadinha & Co
Hawaii
$315K – – –
JLBC
2067
J.L. Bainbridge & Co
Florida
$315K +$14.4K +258 +4%
DWM
2068
Darwin Wealth Management
Florida
$314K -$21.3K -382 -6%
LWA
2069
Lineweaver Wealth Advisors
Ohio
$314K +$50.2K +900 +18%
AG
2070
AlphaSimPlex Group
Massachusetts
$313K -$501K -8,992 -60%
ITIM
2071
Indiana Trust & Investment Management
Indiana
$313K -$54.3K -975 -14%
CSPAM
2072
Cary Street Partners Asset Management
Virginia
$313K +$446 +8 +0.1%
CWP
2073
Concord Wealth Partners
Virginia
$312K -$108K -1,930 -24%
BI
2074
Ballast Inc
Kentucky
$310K – – –
HFA
2075
High Falls Advisors
New York
$309K – – –
81 82
83
84 85