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Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
3451
JTC Employer Solutions Trustee
Jersey
$514K – – –
HIS
3452
Harvest Investment Services
Illinois
$513K -$16.7K -52 -3%
GFG
3453
Goldstone Financial Group
Illinois
$513K -$24.4K -76 -4%
MO
3454
McMillan Office
Michigan
$512K – – –
BWM
3455
BCS Wealth Management
Tennessee
$512K -$628K -1,954 -54%
RIS
3456
Richmond Investment Services
Wisconsin
$511K +$61.7K +192 +13%
CL
3457
CLG LLC
California
$511K -$4.82K -15 -0.9%
SM
3458
Sweeney & Michel
California
$509K +$643 +2 +0.1%
SIA
3459
SeaBridge Investment Advisors
New Jersey
$509K -$225K -700 -29%
RFA
3460
Reyes Financial Architecture
California
$508K +$1.93K +6 +0.4%
KI
3461
KTF Investments
California
$508K -$19.6K -61 -4%
GCM
3462
Gunpowder Capital Management
Maryland
$508K – – –
HA
3463
Hofer & Associates
California
$508K +$29.3K +91 +6%
SWP
3464
Stone Wealth Partners
Louisiana
$507K +$17K +53 +3%
RFA
3465
Rollins Financial Advisors
New York
$507K +$322 +1 +0.1%
MWM
3466
MBE Wealth Management
Wisconsin
$506K +$2.57K +8 +0.5%
FA
3467
Financial Alternatives
California
$506K -$40.8K -127 -7%
PPW
3468
Pasadena Private Wealth
California
$506K +$20.9K +65 +4%
TWA
3469
Talisman Wealth Advisors
New Jersey
$505K -$31.8K -99 -6%
SNBOSD
3470
Security National Bank of So Dak
Iowa
$504K – – –
MWM
3471
Mosley Wealth Management
California
$504K -$4.18K -13 -0.9%
YWM
3472
Yoder Wealth Management
California
$504K +$1.29K +4 +0.2%
FWM
3473
Fonville Wealth Management
Virginia
$503K +$9.32K +29 +2%
CA
3474
Clune & Associates
Illinois
$503K – – –
FFWM
3475
Future Financial Wealth Management
Ohio
$503K – – –
137 138
139
140 141