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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1926
MSH Capital Advisors
Arizona
$303K -$55.8K -261 -18%
BFG
1927
Beacon Financial Group
Texas
$303K +$28K +131 +13%
VFG
1928
Valley Financial Group
Pennsylvania
$303K +$249K +1,162 New
HWP
1929
Heritage Wealth Partners
Ohio
$302K – – –
FNC
1930
First National Corp
Massachusetts
$302K – – –
WWM
1931
Waterway Wealth Management
Texas
$302K +$248K +1,159 New
IGGA
1932
Iron Gate Global Advisors
Utah
$302K -$8.77K -41 -3%
AA
1933
Aire Advisors
California
$301K – – –
BFO
1934
Biltmore Family Office
North Carolina
$301K – – –
SAA
1935
Southeast Asset Advisors
Georgia
$300K -$642 -3 -0.3%
FCM
1936
Firestone Capital Management
Florida
$300K – – –
JSW
1937
Journey Strategic Wealth
New Jersey
$300K -$25.2K -118 -9%
CB
1938
Community Bank
New York
$300K – – –
MTWM
1939
Masso Torrence Wealth Management
New Jersey
$299K -$41.7K -195 -15%
FIM
1940
Fernwood Investment Management
Massachusetts
$299K +$246K +1,152 New
LWP
1941
LMG Wealth Partners
Louisiana
$299K – – –
WAM
1942
Weiss Asset Management
Massachusetts
$299K +$245K +1,147 New
RGC
1943
Roberts, Glore & Co
Illinois
$297K -$20.7K -97 -8%
E
1944
ETFidea
New York
$297K – – –
MAA
1945
Matrix Asset Advisors
New York
$296K – – –
MWM
1946
MinichMacGregor Wealth Management
New York
$295K -$428 -2 -0.2%
TDC
1947
Thompson Davis & Co
Virginia
$295K -$3.85K -18 -2%
FFS
1948
Founders Financial Securities
Maryland
$295K -$3.85K -18 -2%
AWA
1949
Amplius Wealth Advisors
Pennsylvania
$294K -$7.27K -34 -3%
HC
1950
Hamilton Capital
Ohio
$293K +$240K +1,124 New
76 77
78
79 80