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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
1651
Garrison Point Advisors
California
$304K -$189 -2 -0.1%
SGCA
1652
Steel Grove Capital Advisors
Tennessee
$304K – – –
WGC
1653
Watts Gwilliam & Co
Arizona
$304K – – –
SWA
1654
Stratos Wealth Advisors
Ohio
$302K -$5.2K -55 -2%
WWM
1655
Waterway Wealth Management
Texas
$302K – – –
HFS
1656
Howard Financial Services
Texas
$302K -$2.93K -31 -1%
DE
1657
Diversified Enterprises
Delaware
$301K +$24.8K +262 +9%
PWA
1658
Physician Wealth Advisors
Utah
$301K +$27.3K +289 +10%
CPSAC
1659
Chas P. Smith & Associates (CPS)
Florida
$301K -$18.9K -200 -6%
ACM
1660
AlphaStar Capital Management
North Carolina
$301K -$4.35K -46 -1%
GFA
1661
Gallagher Fiduciary Advisors
Illinois
$300K -$12.2K -129 -4%
SSWM
1662
Sheets Smith Wealth Management
North Carolina
$300K -$21K -222 -7%
ASG
1663
Ariston Services Group
California
$299K – – –
OAS
1664
Optivise Advisory Services
Tennessee
$299K +$80.5K +851 +37%
BFPW
1665
BOK Financial Private Wealth
Colorado
$299K +$2.36K +25 +0.8%
KA
1666
Klingman & Associates
New York
$299K +$39.8K +421 +15%
APC
1667
Aspire Private Capital
North Carolina
$298K +$189 +2 +0.1%
PWAM
1668
Private Wealth Asset Management
Iowa
$298K -$12K -127 -4%
FMN
1669
Financial Management Network
California
$297K -$21.8K -231 -7%
BCM
1670
Birmingham Capital Management
Alabama
$296K -$70.9K -750 -19%
TC
1671
Touchstone Capital
Pennsylvania
$296K +$296K +3,130 New
MHC
1672
May Hill Capital
Massachusetts
$296K +$7.56K +80 +3%
BC
1673
Barrett & Company
Rhode Island
$296K +$945 +10 +0.3%
SIM
1674
Sentry Investment Management
Wisconsin
$295K -$87.8K -929 -23%
SBWIC
1675
Schaper Benz & Wise Investment Counsel
Wisconsin
$294K – – –
65 66
67
68 69