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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
2926
West Oak Capital
California
$444K – – –
BWM
2927
Baystate Wealth Management
Massachusetts
$444K +$36.5K +152 +9%
ACM
2928
Avalon Capital Management
California
$444K +$257K +1,071 +125%
HCA
2929
Heck Capital Advisors
Wisconsin
$441K -$5.29K -22 -1%
BBW
2930
Blue Barn Wealth
Utah
$440K +$20K +83 +5%
CIG
2931
Cairn Investment Group
Washington
$440K +$14.7K +61 +3%
SWM
2932
Scissortail Wealth Management
Oklahoma
$439K -$10.1K -42 -2%
JWM
2933
JFG Wealth Management
Colorado
$439K -$44.9K -187 -9%
FH
2934
FWG Holdings
Florida
$439K +$97.6K +406 +27%
WIA
2935
World Investment Advisors
California
$438K -$2.4K -10 -0.5%
RWPA
2936
Richard W. Paul & Associates
Michigan
$437K -$34.9K -145 -7%
RTC
2937
Riverview Trust Company
Washington
$434K – – –
WP
2938
WealthSpring Partners
California
$434K -$54.3K -226 -11%
MIG
2939
McGuire Investment Group
Rhode Island
$433K -$76.9K -320 -15%
JWM
2940
Jeppson Wealth Management
California
$432K +$12K +50 +3%
MCM
2941
Monarch Capital Management
Indiana
$431K – – –
VAM
2942
Verity Asset Management
North Carolina
$431K -$6.97K -29 -2%
HPWM
2943
High Pines Wealth Management
Massachusetts
$431K +$35.3K +147 +9%
MIA
2944
Milestone Investment Advisors
Wisconsin
$431K +$451K +1,875 New
B
2945
Bridgeworth
Alabama
$430K -$240 -1 -0.1%
JCIA
2946
Jackson Creek Investment Advisors
Colorado
$428K -$10.8K -45 -2%
NFG
2947
Nadler Financial Group
Illinois
$427K -$7.93K -33 -2%
MMC
2948
Mizuho Markets Cayman
Cayman Islands
$426K +$446K +1,854 New
CHA
2949
Carmichael Hill & Associates
Maryland
$424K – – –
BIA
2950
Biondo Investment Advisors
Pennsylvania
$423K +$117K +487 +36%
116 117
118
119 120