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Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
2901
Hazlett, Burt & Watson
West Virginia
$917K +$79.7K +1,720 +10%
MIC
2902
Meridian Investment Counsel
California
$914K – – –
AWA
2903
Amplius Wealth Advisors
Pennsylvania
$913K -$8.34K -180 -1%
BEW
2904
Burton Enright Welch
California
$911K -$26.9K -580 -3%
PCMC
2905
Private Capital Management (Colorado)
Colorado
$911K +$175K +3,770 +26%
WWG
2906
West Wealth Group
California
$909K +$14.8K +320 +2%
CFAM
2907
Center For Asset Management
Florida
$908K +$850K +18,340 New
KCM
2908
Kanawha Capital Management
Virginia
$908K -$60.2K -1,300 -7%
GFG
2909
Greystone Financial Group
Michigan
$905K -$25K -540 -3%
MCM
2910
Monument Capital Management
Virginia
$901K +$57.5K +1,240 +7%
DBRC
2911
D.B. Root & Company
Pennsylvania
$900K -$299K -6,450 -26%
ML
2912
Mayport LLC
Massachusetts
$900K -$6.95K -150 -0.8%
SAM
2913
Sawgrass Asset Management
Florida
$900K +$96.4K +2,080 +13%
BPFA
2914
Barnes Pettey Financial Advisors
Mississippi
$897K +$1.39K +30 +0.2%
HR
2915
Howe & Rusling
New York
$896K +$60.7K +1,310 +8%
FCT
2916
First Community Trust
Iowa
$896K +$700K +15,100 +503%
AGP
2917
Autumn Glory Partners
Texas
$896K – – –
OCPWS
2918
One Charles Private Wealth Services
Massachusetts
$895K -$6.95K -150 -0.8%
SLC
2919
Second Line Capital
Louisiana
$894K +$837K +18,060 New
JDR
2920
Jay D. Rosenbaum
$894K -$837K -18,070 -50%
TW
2921
Towerpoint Wealth
California
$892K -$31.1K -670 -4%
CC
2922
Cornerstone Capital
California
$890K +$519K +11,200 +165%
PFA
2923
Plotkin Financial Advisors
Maryland
$887K +$342K +7,390 +70%
BWIA
2924
Bryant Woods Investment Advisors
New York
$887K +$16.2K +350 +2%
B
2925
BetterWealth
California
$886K +$6.03K +130 +0.7%
115 116
117
118 119