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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
3026
WJ Wealth Management
Arizona
$459K -$32.6K -100 -7%
KWS
3027
Keystone Wealth Services
California
$459K -$326 -1 -0.1%
NF
3028
Nvest Financial
New Hampshire
$458K +$422K +1,295 New
HL
3029
HeadInvest LLC
Maine
$457K -$30.9K -95 -7%
LFS
3030
Legacy Financial Strategies
Kansas
$457K +$420K +1,290 New
IPW
3031
Invictus Private Wealth
Colorado
$456K -$4.23K -13 -1%
SFCL
3032
Strengthening Families & Communities LLC
Massachusetts
$456K -$977 -3 -0.2%
AIM
3033
Aspen Investment Management
Michigan
$455K +$3.26K +10 +0.8%
WSCM
3034
Wellington Shields Capital Management
New York
$455K -$3.26K -10 -0.8%
WWM
3035
Wolff Wiese Magana
California
$454K +$164K +503 +64%
CWM
3036
Centric Wealth Management
Illinois
$453K +$32.9K +101 +11%
MWA
3037
Moser Wealth Advisors
Washington
$451K +$19.9K +61 +5%
SIM
3038
Stratos Investment Management
Ohio
$450K +$109K +336 +36%
SWM
3039
Scissortail Wealth Management
Oklahoma
$449K +$99.3K +305 +37%
KCM
3040
Kendall Capital Management
Maryland
$448K +$412K +1,265 New
PAG
3041
Paladin Advisory Group
Iowa
$447K – – –
CAM
3042
Clark Asset Management
New Hampshire
$447K +$21.8K +67 +6%
SRWM
3043
Shira Ridge Wealth Management
California
$446K +$33.2K +102 +9%
TSWM
3044
Tyler-Stone Wealth Management
Ohio
$446K +$3.26K +10 +0.8%
TFA
3045
Transamerica Financial Advisors
Florida
$445K +$387K +1,189 +1,802%
AWA
3046
Archvest Wealth Advisors
California
$444K -$1.63K -5 -0.4%
KBFS
3047
Kohmann Bosshard Financial Services
Ohio
$444K – – –
MAM
3048
McLean Asset Management
Virginia
$443K +$43.3K +133 +12%
VCG
3049
Vantage Consulting Group
Virginia
$443K -$72K -221 -15%
WTB
3050
Washington Trust Bank
Washington
$442K -$17.9K -55 -4%
120 121
122
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