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HF Sinclair
DINO

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
601
Valued Wealth Advisors
Utah
$3.38K +$1.41K +26 +93%
AW
602
Avion Wealth
Texas
$3K – – –
JFG
603
JDM Financial Group
Texas
$2.93K +$2.55K +47 New
SS
604
SBI Securities
Japan
$2.56K +$596 +11 +37%
BH
605
Burk Holdings
Oklahoma
$2.37K +$2.06K +38 New
DPW
606
DiNuzzo Private Wealth
Pennsylvania
$2.18K -$54 -1 -3%
BHWM
607
Bay Harbor Wealth Management
Maryland
$2K +$650 +12 +60%
AWM
608
Activest Wealth Management
Florida
$1.87K -$7.04K -130 -81%
IAAG
609
Innovative Asset Advisors Group
Connecticut
$1.87K +$1.63K +30 New
ANBT
610
American National Bank & Trust
Texas
$1.87K +$1.63K +30 New
FMP
611
Financial Management Professionals
Texas
$1.75K – – –
PWA
612
Physician Wealth Advisors
Utah
$1.75K – – –
CH
613
Cromwell Holdings
Wyoming
$1.69K +$542 +10 +59%
RWS
614
Retirement Wealth Solutions
Wisconsin
$1.62K +$1.41K +26 New
AIS
615
Advocate Investing Services
Maryland
$1.62K – – –
GCM
616
Gables Capital Management
Florida
$1.56K -$4.17K -77 -75%
TPWA
617
Twin Peaks Wealth Advisors
California
$1.5K +$1.3K +24 New
GSEP
618
Golden State Equity Partners
California
$1.43K +$1.25K +23 New
FHC
619
First Horizon Corporation
Tennessee
$1.31K – – –
AT
620
Arlington Trust
Alabama
$1.31K +$1.14K +21 New
TC
621
Trust Company
Kansas
$1.25K – – –
TM
622
Torren Management
California
$1.15K -$63.3K -1,168 -98%
SFS
623
Sunrise Financial Services
Washington
$1.06K – – –
TC
624
Truvestments Capital
Florida
$1.06K +$921 +17 New
AFG
625
Albion Financial Group
Utah
$936 +$813 +15 New
23 24
25
26 27