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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3301
CapWealth Advisors
Tennessee
$383K +$6.69K +64 +2%
HFO
3302
Heritage Family Offices
Arizona
$382K +$340K +3,255 New
PEWA
3303
Pacific Excel Wealth Advisors
California
$382K +$340K +3,255 New
AT
3304
American Trust
Kentucky
$382K -$8.05K -77 -2%
OCG
3305
Opus Capital Group
Ohio
$381K -$7.11K -68 -2%
BWM
3306
BCS Wealth Management
Tennessee
$381K +$26.8K +256 +9%
BPAMU
3307
BTG Pactual Asset Management US
New York
$380K +$339K +3,237 New
VC
3308
Veery Capital
Delaware
$380K -$3.03K -29 -0.9%
BI
3309
Berkeley Inc
Idaho
$380K – – –
AFWM
3310
Arta Finance Wealth Management
California
$380K +$12K +115 +4%
LHP
3311
Lexington Hill Partners
Texas
$380K +$338K +3,233 New
BFG
3312
Birch Financial Group
New Hampshire
$380K -$14.8K -142 -4%
MA
3313
Mezzasalma Advisors
New Jersey
$379K +$1.78K +17 +0.5%
SOAG
3314
Silver Oak Advisory Group
Oregon
$377K – – –
NWM
3315
Nolet Wealth Management
Texas
$377K +$7.84K +75 +2%
NF
3316
Nikulski Financial
Iowa
$376K +$523 +5 +0.2%
FC
3317
Fulcrum Capital
Washington
$376K – – –
MPIA
3318
Milestones Private Investment Advisors
New York
$375K – – –
FNBOMD
3319
First National Bank of Mount Dora
Florida
$375K – – –
HFS
3320
Hughes Financial Services
Virginia
$375K +$17.7K +169 +6%
MC
3321
Middleton & Co
Massachusetts
$373K -$2.61K -25 -0.8%
JWM
3322
JPL Wealth Management
Colorado
$372K +$21.5K +206 +7%
ACM
3323
Advance Capital Management
Michigan
$372K +$48.2K +461 +17%
HIS
3324
Harvest Investment Services
Illinois
$372K +$51.3K +491 +18%
CS
3325
Capital Square
Tennessee
$371K -$20.9K -200 -6%
131 132
133
134 135