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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2051
Strategic Wealth Partners
Ohio
$242K -$22.7K -211 -9%
SWM
2052
Stockman Wealth Management
Montana
$241K -$12.9K -120 -5%
WCFA
2053
Walkner Condon Financial Advisors
Wisconsin
$241K +$239K +2,220 New
AIA
2054
Alera Investment Advisors
Illinois
$241K -$31.6K -294 -12%
CC
2055
Callan Capital
California
$240K +$238K +2,213 New
PWM
2056
Paulson Wealth Management
Illinois
$240K – – –
HCM
2057
Hollencrest Capital Management
California
$239K -$19K -177 -7%
HC
2058
Hourglass Capital
Texas
$239K – – –
MWPCG
2059
Measured Wealth Private Client Group
New Hampshire
$238K – – –
1WA
2060
180 Wealth Advisors
Washington
$238K – – –
EWM
2061
Endowment Wealth Management
Wisconsin
$237K -$14K -130 -6%
POIA
2062
Pin Oak Investment Advisors
Texas
$237K – – –
GGI
2063
Godsey & Gibb Inc
Virginia
$237K +$53.7K +500 +30%
JWBC
2064
J.W. Burns & Co
New York
$236K – – –
VW
2065
Vantage Wealth
California
$236K +$234K +2,175 New
SFA
2066
Seneca Financial Advisors
New York
$236K – – –
AIMA
2067
Ables Iannone Moore & Associates
Georgia
$236K +$233K +2,170 New
HWA
2068
HHM Wealth Advisors
Tennessee
$235K -$4.62K -43 -2%
PSF
2069
Pacific Sun Financial
California
$235K +$5.37K +50 +2%
BFO
2070
Biltmore Family Office
North Carolina
$235K +$3.55K +33 +2%
RWA
2071
Redhawk Wealth Advisors
Minnesota
$234K +$2.47K +23 +1%
CCS
2072
Concentric Capital Strategies
Connecticut
$234K -$958K -8,912 -81%
BIP
2073
Blueprint Investment Partners
North Carolina
$234K +$232K +2,156 New
HCP
2074
Hexagon Capital Partners
Arkansas
$234K +$12.1K +113 +6%
BCA
2075
Bray Capital Advisors
Florida
$233K – – –
81 82
83
84 85