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Name Holding Trade Value Shares
Change 		Change in
Stake
HTWM
2351
Hartmann Taylor Wealth Management
Texas
$475K – – –
BCM
2352
Boltwood Capital Management
California
$475K +$168K +1,910 +40%
RWA
2353
Redhawk Wealth Advisors
Minnesota
$474K +$16.8K +191 +3%
CWA
2354
Canvas Wealth Advisors
Kansas
$474K -$36.1K -410 -6%
SWA
2355
Strategies Wealth Advisors
Michigan
$474K +$111K +1,255 +23%
MF
2356
Montis Financial
Massachusetts
$473K -$10.1K -115 -2%
CRWM
2357
Castle Rock Wealth Management
California
$470K -$1.89M -21,442 -77%
JFGLC
2358
Johnson Financial Group LLC (Colorado)
Colorado
$470K +$228K +2,593 +65%
MCA
2359
Magnolia Capital Advisors
Mississippi
$469K -$180K -2,039 -24%
HW
2360
HORAN Wealth
Ohio
$467K -$12.8K -145 -2%
SFCL
2361
Strengthening Families & Communities LLC
Massachusetts
$466K +$4.67K +53 +0.8%
MIA
2362
MeadowBrook Investment Advisors
Michigan
$466K +$151K +1,710 +36%
PPC
2363
Park Place Capital
Alabama
$465K +$5.64K +64 +1%
S
2364
Storgate
Texas
$465K +$574K +6,518 New
GAMC
2365
Garner Asset Management Corp
Texas
$465K -$40.3K -458 -6%
S
2366
Sunpointe
Missouri
$465K -$779K -8,842 -58%
HWA
2367
Heritage Wealth Advisors
Virginia
$465K -$440K -5,000 -43%
MP
2368
Moment Partners
California
$464K – – –
OPA
2369
Old Port Advisors
Maine
$463K -$14.3K -162 -2%
WCFA
2370
Walkner Condon Financial Advisors
Wisconsin
$463K -$330K -3,743 -37%
KWS
2371
Keystone Wealth Services
California
$463K +$10.2K +116 +2%
PCIG
2372
Partners Capital Investment Group
Massachusetts
$461K – – –
CC
2373
Copos Capital
$461K +$569K +6,457 New
WC
2374
Weil Company
California
$461K – – –
SA
2375
Sonoma Allocations
California
$460K +$38.8K +441 +8%
93 94
95
96 97