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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1301
Foundations Investment Advisors
Arizona
$446K +$83.1K +302 +24%
MWS
1302
MFA Wealth Services
California
$444K +$15.1K +55 +4%
PCA
1303
Purkiss Capital Advisors
Connecticut
$443K +$57.5K +209 +15%
SPF
1304
South Plains Financial
Texas
$442K +$107K +388 +33%
4WM
1305
44 Wealth Management
Oregon
$441K -$2.2K -8 -0.5%
LW
1306
Linscomb Wealth
Texas
$441K +$2.2K +8 +0.5%
GIA
1307
Gateway Investment Advisers
Ohio
$439K -$10.7K -39 -2%
APA
1308
Astoria Portfolio Advisors
New York
$439K -$375K -1,361 -47%
BONH
1309
Bank of New Hampshire
New Hampshire
$438K -$6.88K -25 -2%
EFG
1310
Ethos Financial Group
Pennsylvania
$438K -$623K -2,263 -59%
TPI
1311
Trust Point Inc
Wisconsin
$437K -$165K -598 -28%
EFA
1312
Evernest Financial Advisors
Indiana
$437K -$49K -178 -10%
HBCM
1313
Heron Bay Capital Management
Michigan
$436K – – –
PAM
1314
Palisade Asset Management
Minnesota
$435K – – –
BAM
1315
Broyhill Asset Management
North Carolina
$433K – – –
CWA
1316
Crux Wealth Advisors
California
$433K -$48.4K -176 -10%
RWM
1317
Revisor Wealth Management
Ohio
$428K -$40.7K -148 -9%
VF
1318
Virtu Financial
New York
$428K -$260K -943 -38%
BAM
1319
Belpointe Asset Management
Nevada
$427K -$102K -371 -20%
IA
1320
IFC Advisors
California
$427K +$550 +2 +0.1%
BA
1321
Bridgewater Advisors
New York
$426K +$11.8K +43 +3%
AWM
1322
Angeles Wealth Management
California
$426K -$23.4K -85 -5%
TWA
1323
Tandem Wealth Advisors
Arizona
$425K +$61.9K +225 +18%
SAM
1324
Steinberg Asset Management
New York
$425K – – –
RGC
1325
Roberts, Glore & Co
Illinois
$424K -$2.2K -8 -0.5%
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