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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
5726
Arrien Investments
Idaho
$297K – – –
HWA
5727
Heritage Wealth Architects
Minnesota
$296K +$4.08K +8 +1%
SVWA
5728
Sarver Vrooman Wealth Advisors
Missouri
$294K – – –
ADMI
5729
Albert D. Mason Inc
Massachusetts
$293K +$19.4K +38 +7%
PFM
5730
Patton Fund Management
Texas
$291K – – –
MAFA
5731
MJT & Associates Financial Advisory
Minnesota
$291K +$7.14K +14 +3%
KPPF
5732
Klein Pavlis & Peasley Financial
California
$291K +$34.2K +67 +14%
HWM
5733
Horizons Wealth Management
North Carolina
$288K -$6.12K -12 -2%
SMCM
5734
Sky-Mountain Capital Management
Idaho
$287K -$202K -396 -42%
CC
5735
Citrine Capital
California
$286K +$282K +553 New
CWM
5736
Consultiva Wealth Management
Puerto Rico
$286K – – –
AWMG
5737
ADG Wealth Management Group
Louisiana
$285K +$25.5K +50 +10%
WFC
5738
Western Financial Corp
California
$285K -$510 -1 -0.2%
SCM
5739
Stonehearth Capital Management
Massachusetts
$283K – – –
FW
5740
Fidato Wealth
Ohio
$283K +$279K +546 New
LC
5741
Luminist Capital
Michigan
$280K +$56.1K +110 +26%
GVIC
5742
Global Value Investment Corporation
Wisconsin
$279K -$10.7K -21 -4%
HFA
5743
Harbert Fund Advisors
Alabama
$277K – – –
CF
5744
Crosspoint Financial
California
$277K +$9.69K +19 +4%
LWMT
5745
Legacy Wealth Management (Tennessee)
Tennessee
$272K -$163K -320 -38%
BWA
5746
Brave Warrior Advisors
New York
$272K – – –
BC
5747
Barnett & Company
Tennessee
$272K +$30.6K +60 +13%
AWA
5748
American Wealth Advisors
Georgia
$271K +$267K +524 New
UI
5749
Unconventional Investor
New Hampshire
$270K – – –
HAS
5750
Horizon Advisory Services
New York
$268K -$11.7K -23 -4%
228 229
230
231 232