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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2826
Montis Financial
Massachusetts
$286K +$288K +1,051 New
HWA
2827
Hillcrest Wealth Advisors
New Jersey
$285K -$274K -1,000 -49%
VRM
2828
Vectors Research Management
New York
$285K -$17K -62 -6%
HC
2829
HNP Capital
New York
$285K +$51.5K +188 +22%
SHWM
2830
Smith & Howard Wealth Management
Georgia
$283K – – –
HIS
2831
Harvest Investment Services
Illinois
$281K -$49.6K -181 -15%
W
2832
Wealthquest
Ohio
$280K -$20.6K -75 -7%
CCM
2833
Chiron Capital Management
Florida
$278K -$13.7K -50 -5%
NCM
2834
Nelson Capital Management
California
$276K -$194K -707 -41%
EFG
2835
Everhart Financial Group
Ohio
$276K +$276K +1,008 New
AAMA
2836
Advanced Asset Management Advisors
Ohio
$275K – – –
CCM
2837
CAAS Capital Management
New York
$275K +$276K +1,005 New
MHR
2838
Matthew Hamilton Rosenberg
$274K – – –
TC
2839
Tacita Capital
Ontario, Canada
$274K +$275K +1,002 New
OWM
2840
Orgel Wealth Management
Wisconsin
$273K -$274K -1,000 -50%
WOSD
2841
WFA of San Diego
California
$273K -$27.4K -100 -5%
BWM
2842
Brickley Wealth Management
California
$273K – – –
GPC
2843
Garrison Point Capital
California
$273K – – –
CFA
2844
Capstone Financial Advisors
Illinois
$273K +$29.6K +108 +12%
GB
2845
Goepper Burkhardt
South Carolina
$273K +$274K +1,000 New
IWAG
2846
Integer Wealth Advisors Group
Georgia
$272K -$68K -248 -19%
OWM
2847
Opes Wealth Management
California
$272K -$61.7K -225 -18%
TCPWM
2848
Traverso Chambers Private Wealth Management
California
$272K – – –
CWM
2849
Curi Wealth Management
North Carolina
$272K +$273K +996 New
CSWG
2850
Cardinal Strategic Wealth Guidance
Kentucky
$271K -$51.3K -187 -16%
112 113
114
115 116