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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3626
Capital Advantage
California
$346K +$58.5K +132 +21%
BWM
3627
Brickley Wealth Management
California
$346K +$3.1K +7 +0.9%
CT
3628
Clearstead Trust
Maine
$346K +$112K +253 +49%
AWMG
3629
Alliance Wealth Management Group
New Jersey
$345K -$45.2K -102 -12%
FS
3630
Ferguson Shapiro
Georgia
$345K -$10.2K -23 -3%
CPW
3631
Crestmont Private Wealth
Texas
$345K -$2.22K -5 -0.6%
BIAS
3632
Beacon Investment Advisory Services
New Jersey
$345K +$102K +231 +43%
HIG
3633
Heritage Investment Group
Florida
$345K +$340K +767 New
S4W
3634
Solutions 4 Wealth
Texas
$344K -$179K -404 -35%
PWSG
3635
Pacific Wealth Strategies Group
California
$344K -$37.2K -84 -10%
CAP
3636
Columbia Advisory Partners
Washington
$344K -$36.3K -82 -10%
LFS
3637
Littlejohn Financial Services
Oregon
$344K -$32.8K -74 -9%
HAM
3638
Harmony Asset Management
Arizona
$344K +$1.77K +4 +0.5%
TFP
3639
Tilia Fiduciary Partners
North Carolina
$344K +$83.8K +189 +33%
AWM
3640
Alterna Wealth Management
Texas
$344K -$22.2K -50 -6%
TC
3641
TAGStone Capital
North Carolina
$343K +$19.1K +43 +6%
SHIM
3642
Stone House Investment Management
Pennsylvania
$342K +$21.7K +49 +7%
WG
3643
Wealth Group
North Carolina
$342K +$337K +761 New
SNB
3644
Security National Bank
Nebraska
$342K -$54.1K -122 -14%
CG
3645
Clifford Group
Massachusetts
$342K – – –
FCIM
3646
Fairview Capital Investment Management
California
$342K +$7.09K +16 +2%
BWA
3647
BlueSky Wealth Advisors
North Carolina
$341K -$84.2K -190 -20%
PWM
3648
Pursuit Wealth Management
Florida
$341K +$336K +759 New
GAAM
3649
Guinness Atkinson Asset Management
California
$340K -$61.2K -138 -16%
LA
3650
Lakeside Advisors
Washington
$340K +$97.5K +220 +41%
144 145
146
147 148