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Name Holding Trade Value Shares
Change 		Change in
Stake
HAFS
2551
Hapanowicz & Associates Financial Services
Pennsylvania
$242K – – –
HI
2552
Humankind Investments
New York
$242K +$214K +1,222 New
HWM
2553
HighMark Wealth Management
Minnesota
$242K +$96.6K +553 +83%
PWA
2554
Provenance Wealth Advisors
Florida
$241K -$30.9K -177 -13%
BTWM
2555
Brass Tax Wealth Management
Ohio
$241K +$213K +1,219 New
AA
2556
AF Advisors
California
$241K -$12.2K -70 -5%
BFA
2557
Bright Financial Advisors
Michigan
$241K – – –
DJYG
2558
David J. Yvars Group
Florida
$241K +$6.12K +35 +3%
MWA
2559
Meridian Wealth Advisors
Texas
$240K – – –
SAM
2560
S.A. Mason
Michigan
$240K -$175 -1 -0.1%
BWA
2561
Boulder Wealth Advisors
Colorado
$240K -$15K -86 -7%
PBF
2562
Petix & Botte Financial
California
$239K +$211K +1,210 New
WHC
2563
Wulff, Hansen & Co
California
$239K – – –
CPSAC
2564
Chas P. Smith & Associates (CPS)
Florida
$239K -$18.4K -105 -8%
GCIM
2565
Gunn & Company Investment Management
Florida
$239K +$211K +1,209 New
CFS
2566
Commonwealth Financial Services
West Virginia
$239K +$16.6K +95 +11%
SFP
2567
Sweet Financial Partners
Minnesota
$239K -$67.1K -384 -24%
CP
2568
Covenant Partners
Tennessee
$239K +$211K +1,206 New
FC
2569
FCA Corp
Texas
$238K +$11.2K +64 +6%
LRIA
2570
Leonard Rickey Investment Advisors
Washington
$238K +$210K +1,203 New
DWM
2571
Darwin Wealth Management
Florida
$238K -$8.74K -50 -4%
EA
2572
Echo45 Advisors
California
$237K -$56.8K -325 -21%
RPGK
2573
Retirement Planning Group (Kansas)
Kansas
$237K +$210K +1,199 New
CHP
2574
Cable Hill Partners
Oregon
$237K +$209K +1,198 New
KW
2575
KWB Wealth
California
$237K – – –
101 102
103
104 105