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Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
3126
Heck Capital Advisors
Wisconsin
$496K +$5.52K +20 +1%
LJHT
3127
Laurie J. Hall Trustee
$496K – – –
MAM
3128
Mainsail Asset Management
Alabama
$495K – – –
IWS
3129
Insight Wealth Strategies
California
$495K -$17.9K -65 -4%
SHF
3130
Stage Harbor Financial
Massachusetts
$493K -$1.93K -7 -0.4%
MA
3131
MKT Advisors
California
$492K – – –
EA
3132
Emerald Advisors
Washington
$492K -$3.87K -14 -0.8%
W
3133
Wealthquest
Ohio
$491K +$8.01K +29 +2%
WDG
3134
Wealth Dimensions Group
Ohio
$490K -$47.8K -173 -9%
RFN
3135
Redwood Financial Network
Ohio
$490K -$4.42K -16 -0.9%
HWA
3136
HHM Wealth Advisors
Tennessee
$488K +$55.8K +202 +13%
TCWM
3137
Total Clarity Wealth Management
Illinois
$488K +$6.9K +25 +1%
SEIA
3138
Signature Estate & Investment Advisors
California
$488K +$1.93K +7 +0.4%
AT
3139
Arvest Trust
Oklahoma
$483K -$212K -768 -31%
FCFC
3140
First Citizens Financial Corp
Iowa
$483K +$8.01K +29 +2%
GHA
3141
Granite Harbor Advisors
Texas
$481K +$18.2K +66 +4%
BPFA
3142
Barnes Pettey Financial Advisors
Mississippi
$480K -$1.38K -5 -0.3%
MKC
3143
M. Kraus & Co
Vermont
$480K +$4.42K +16 +0.9%
OWA
3144
ORBA Wealth Advisors
Illinois
$479K – – –
SM
3145
Sweeney & Michel
California
$478K +$475K +1,722 New
MFG
3146
Midwest Financial Group
Kansas
$478K -$607K -2,197 -56%
BTWM
3147
Brass Tax Wealth Management
Ohio
$477K +$472K +1,710 New
APM
3148
Advanced Portfolio Management
New York
$476K +$470K +1,704 New
GBWM
3149
Granite Bay Wealth Management
New Hampshire
$475K +$470K +1,702 New
USWIA
3150
UP Strategic Wealth Investment Advisors
Pennsylvania
$475K -$6.35K -23 -1%
124 125
126
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