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Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
2101
Montz Harcus Wealth Management
Louisiana
$310K +$625 +10 +0.2%
BFC
2102
Bedel Financial Consulting
Indiana
$308K – – –
CWP
2103
Core Wealth Partners
California
$308K – – –
IC
2104
Iconiq Capital
California
$308K +$285K +4,570 New
BWS
2105
Buck Wealth Strategies
Colorado
$307K +$284K +4,550 New
GBWM
2106
Granite Bay Wealth Management
New Hampshire
$307K -$17.5K -280 -6%
KHCM
2107
Kirtland Hills Capital Management
Ohio
$306K – – –
HFAS
2108
Hummer Financial Advisory Services
Illinois
$306K – – –
LAM
2109
Lifestyle Asset Management
Texas
$306K +$283K +4,530 New
WFAG
2110
Worth Financial Advisory Group
North Carolina
$305K +$282K +4,520 New
JC
2111
JB Capital
Connecticut
$305K -$27.5K -440 -9%
REMPR
2112
Roof Eidam Maycock Peralta (REMP)
California
$304K – – –
PPW
2113
Pasadena Private Wealth
California
$303K -$16.2K -260 -5%
CPA
2114
Clear Point Advisors
New York
$303K +$10.6K +170 +4%
BHPW
2115
Beverly Hills Private Wealth
California
$300K +$6.87K +110 +3%
SAMT
2116
Select Asset Management & Trust
Pennsylvania
$300K -$45K -720 -14%
MW
2117
MBL Wealth
North Carolina
$300K -$13.1K -210 -5%
GJIA
2118
Glass Jacobson Investment Advisors
Maryland
$297K +$179K +2,870 +188%
NMC
2119
Nine Masts Capital
Hong Kong
$297K -$124K -1,980 -31%
BAM
2120
Byrne Asset Management
New Jersey
$296K +$120K +1,920 +80%
SW
2121
StrongBox Wealth
Missouri
$296K +$274K +4,390 New
PBF
2122
Petix & Botte Financial
California
$296K +$274K +4,380 New
PIAS
2123
PCA Investment Advisory Services
Ohio
$295K +$38.7K +620 +16%
T
2124
Tidemark
California
$295K +$1.25K +20 +0.5%
WG
2125
Wealth Group
North Carolina
$294K -$1.87K -30 -0.7%
83 84
85
86 87