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Name Holding Trade Value Shares
Change 		Change in
Stake
HTWM
3726
Hartmann Taylor Wealth Management
Texas
$297K – – –
LAM
3727
Lifestyle Asset Management
Texas
$297K +$58.1K +146 +26%
MWM
3728
Mascoma Wealth Management
New Hampshire
$297K +$22.3K +56 +9%
NAMM
3729
NorthStar Asset Management (Massachusetts)
Massachusetts
$296K -$17.9K -45 -6%
FNFDCM
3730
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$296K -$3.18K -8 -1%
CL
3731
CIM LLC
New York
$296K – – –
FSAG
3732
Financial Solutions Advisory Group
Illinois
$295K +$56.5K +142 +24%
MF
3733
Montis Financial
Massachusetts
$294K +$1.99K +5 +0.7%
LSL
3734
Legacy Solutions LLC
Pennsylvania
$294K +$7.16K +18 +3%
PPW
3735
PACK Private Wealth
Minnesota
$292K – – –
BAM
3736
Berkshire Asset Management
Pennsylvania
$291K -$68.4K -172 -20%
DA
3737
Detalus Advisors
Missouri
$291K +$8.75K +22 +3%
RWM
3738
Riverbend Wealth Management
South Carolina
$291K +$275K +692 New
TCM
3739
Tradewinds Capital Management
Washington
$290K -$33.8K -85 -11%
TIA
3740
Tiemann Investment Advisors
California
$290K – – –
WWM
3741
WJ Wealth Management
Arizona
$290K +$274K +690 New
WTFG
3742
Wood Tarver Financial Group
Idaho
$290K -$15.1K -38 -5%
GHA
3743
GW Henssler & Associates
Georgia
$290K +$44.9K +113 +20%
GCM
3744
Gunpowder Capital Management
Maryland
$290K – – –
HWA
3745
Heartwood Wealth Advisors
Virginia
$289K -$14.7K -37 -5%
TWM
3746
TopTier Wealth Management
Wisconsin
$289K +$1.99K +5 +0.7%
SFP
3747
Sterling Financial Planning
New Jersey
$289K -$3.18K -8 -1%
SC
3748
Sykon Capital
New York
$289K -$2.39K -6 -0.9%
ORC
3749
O'Rourke & Company
Massachusetts
$288K +$27K +68 +11%
CFSG
3750
Community Financial Services Group
Vermont
$288K +$188K +473 +233%
148 149
150
151 152