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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3251
Physician Wealth Advisors
Utah
$259K +$57.8K +779 +30%
PWS
3252
Pursuit Wealth Strategies
North Carolina
$259K +$249K +3,360 New
CWMGO
3253
Capstone Wealth Management Group (Oregon)
Oregon
$259K – – –
6F
3254
626 Financial
Michigan
$259K -$48.2K -649 -16%
WDL
3255
Well Done LLC
Michigan
$258K +$249K +3,353 New
AIM
3256
Archer Investment Management
Texas
$258K -$1.26K -17 -0.5%
SCA
3257
Scott Capital Advisors
Oregon
$258K +$6.53K +88 +3%
MAMG
3258
Milestone Asset Management Group
Connecticut
$258K +$2.23K +30 +0.9%
CTC
3259
Cetera Trust Company
Minnesota
$258K -$11.1K -150 -4%
RW
3260
Rockport Wealth
Ohio
$258K +$1.34K +18 +0.5%
JHCP
3261
Jackson Hole Capital Partners
Oklahoma
$258K – – –
HVP
3262
Hudson Value Partners
Florida
$257K +$247K +3,333 New
OWP
3263
ORG Wealth Partners
Texas
$257K -$9.5K -128 -4%
HFS
3264
Heritage Financial Services
Massachusetts
$257K -$56.8K -765 -19%
AF
3265
Atala Financial
California
$257K – – –
IPW
3266
Invictus Private Wealth
Colorado
$257K -$4.99M -67,275 -95%
TM
3267
TigerOak Management
New Mexico
$257K – – –
TWM
3268
Trevian Wealth Management
Massachusetts
$256K +$1.56K +21 +0.6%
A
3269
Argentarii
Ohio
$256K +$20K +270 +9%
BA
3270
Birinyi Associates
Connecticut
$256K – – –
TPF
3271
Tribridge Partners Financial
Maryland
$256K – – –
ACM
3272
Ardent Capital Management
Ohio
$256K – – –
MVF
3273
Markin Volterra Fund
New York
$255K +$246K +3,311 New
S
3274
Sunpointe
Missouri
$255K +$246K +3,311 New
UWM
3275
USAdvisors Wealth Management
Minnesota
$255K +$1.19K +16 +0.5%
129 130
131
132 133