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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1851
Invictus Private Wealth
Colorado
$233K +$265K +1,213 New
AT
1852
Arvest Trust
Oklahoma
$232K +$20.6K +94 +8%
EB
1853
Exchange Bank
California
$232K -$1.24M -5,650 -82%
AWM
1854
Altus Wealth Management
Kentucky
$232K – – –
BFG
1855
Beacon Financial Group
Texas
$231K -$117K -537 -34%
DIP
1856
DT Investment Partners
Pennsylvania
$231K -$21.9K -100 -8%
BIG
1857
Builder Investment Group
Georgia
$231K -$4.38K -20 -2%
THL
1858
Tillman Hartley LLC
Colorado
$231K – – –
KA
1859
Kozak & Associates
Colorado
$230K -$40K -183 -13%
HFS
1860
Heritage Financial Services
Massachusetts
$230K +$438 +2 +0.2%
NFG
1861
Nadler Financial Group
Illinois
$230K -$15.1K -69 -5%
AFM
1862
Armstrong Fleming & Moore
District of Columbia
$230K – – –
CFP
1863
Curran Financial Partners
South Carolina
$229K +$21.7K +99 +9%
AA
1864
Addison Advisors
Vermont
$228K +$8.97K +41 +4%
IGGA
1865
Iron Gate Global Advisors
Utah
$228K -$36.1K -165 -12%
HIS
1866
Horizon Investment Services
Indiana
$227K -$10.9K -50 -4%
WA
1867
Wambolt & Associates
Colorado
$226K +$33.7K +154 +15%
RS
1868
Retirement Solution
Washington
$225K -$219 -1 -0.1%
AWA
1869
Amplius Wealth Advisors
Pennsylvania
$223K -$1.97K -9 -0.8%
HWP
1870
Heritage Wealth Partners
Ohio
$222K +$1.53K +7 +0.6%
FNC
1871
First National Corp
Massachusetts
$222K – – –
CWA
1872
Canvas Wealth Advisors
Kansas
$222K -$43.3K -198 -14%
AA
1873
Aire Advisors
California
$221K – – –
BFO
1874
Biltmore Family Office
North Carolina
$221K – – –
SAA
1875
Southeast Asset Advisors
Georgia
$221K +$656 +3 +0.3%
73 74
75
76 77