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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2051
Tempus Wealth Planning
California
$418K +$158K +1,345 +63%
HCA
2052
Harbor Capital Advisors
Illinois
$417K -$545K -4,637 -57%
PSC
2053
Prentiss Smith & Co
Vermont
$416K – – –
SWA
2054
Strata Wealth Advisors
Texas
$415K +$405K +3,449 New
BP
2055
BBR Partners
New York
$415K -$519K -4,416 -56%
EW
2056
Element Wealth
Mississippi
$415K +$13.9K +118 +4%
KMWM
2057
Keudell/Morrison Wealth Management
Oregon
$411K -$439K -3,738 -52%
AW
2058
Atlas Wealth
Ohio
$410K +$400K +3,405 New
AS
2059
AM Squared
Hong Kong
$409K +$399K +3,400 New
AFA
2060
American Financial Advisors
Georgia
$408K -$4.34K -37 -1%
PSF
2061
Pacific Sun Financial
California
$407K -$335K -2,855 -46%
CAGAS
2062
Capital Advisory Group Advisory Services
Minnesota
$407K -$115K -977 -22%
CC
2063
Corton Capital
Ontario, Canada
$407K -$31.8K -271 -7%
CSC
2064
Caldwell Sutter Capital
California
$406K +$396K +3,375 New
VWM
2065
Vigilare Wealth Management
Arizona
$406K -$203K -1,731 -34%
AFS
2066
Annapolis Financial Services
Maryland
$405K -$2.58K -22 -0.6%
I
2067
InceptionR
California
$404K +$394K +3,356 New
FRA
2068
Frank Rimerman Advisors
California
$403K +$4.46K +38 +1%
CWS
2069
Confluence Wealth Services
Pennsylvania
$402K -$124K -1,058 -24%
SMA
2070
Sage Mountain Advisors
Georgia
$401K -$10.2K -87 -3%
SG
2071
Stonnington Group
California
$401K -$66.3K -565 -16%
SB
2072
Sunflower Bank
Texas
$400K -$16.3K -139 -4%
OBWG
2073
Onyx Bridge Wealth Group
New York
$399K +$360K +3,066 New
BWAM
2074
Boyd Watterson Asset Management
Ohio
$398K -$287K -2,441 -42%
WTFG
2075
Wells Trecaso Financial Group
Ohio
$398K -$61.5K -524 -14%
81 82
83
84 85