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Name Holding Trade Value Shares
Change 		Change in
Stake
WH
2701
Willner & Heller
California
$264K +$318 +6 +0.1%
CWA
2702
Centennial Wealth Advisory
Michigan
$264K +$61.7K +1,165 +29%
SCM
2703
Stonehearth Capital Management
Massachusetts
$262K -$54.7K -1,033 -17%
APC
2704
Aspire Private Capital
North Carolina
$262K -$40.7K -768 -13%
PFWA
2705
Paces Ferry Wealth Advisors
Georgia
$262K +$272K +5,140 New
SPI
2706
Santori & Peters Inc
Pennsylvania
$261K +$30.2K +571 +12%
EFL
2707
ERn Financial LLC
Wisconsin
$261K +$38.7K +731 +17%
JF
2708
JSF Financial
California
$260K -$3.81K -72 -1%
HP
2709
HT Partners
Connecticut
$260K -$2.91K -55 -1%
WLIM
2710
White Lighthouse Investment Management
Massachusetts
$260K -$318 -6 -0.1%
FA
2711
Fountainhead AM
New Jersey
$259K -$37.3K -704 -12%
AFC
2712
AFT Forsyth & Company
Florida
$259K -$19.8K -373 -7%
CL
2713
CIM LLC
New York
$259K +$15.4K +290 +6%
TWP
2714
Tower Wealth Partners
Pennsylvania
$258K +$21.3K +402 +9%
ISB
2715
Iowa State Bank
Iowa
$257K -$355K -6,702 -57%
SFS
2716
Summit Financial Strategies
Ohio
$257K -$37.3K -704 -12%
WJA
2717
Willis Johnson & Associates
Texas
$257K +$13.2K +249 +5%
NP
2718
NS Partners
United Kingdom
$256K -$10.6K -200 -4%
W
2719
Wealthquest
Ohio
$256K – – –
AWM
2720
Avaii Wealth Management
Wisconsin
$256K +$42.9K +810 +19%
MCM
2721
MV Capital Management
Maryland
$255K -$25.3K -478 -9%
HKIMG
2722
Hutchens & Kramer Investment Management Group
Indiana
$255K – – –
TPM
2723
Triasima Portfolio Management
Quebec, Canada
$255K – – –
TC
2724
TAGStone Capital
North Carolina
$255K +$9.96K +188 +4%
WWG
2725
West Wealth Group
California
$255K +$51.5K +972 +24%
107 108
109
110 111