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Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
2476
Blue Zone Wealth Advisors
California
$219K +$15.4K +122 +6%
SIAS
2477
Shine Investment Advisory Services
Colorado
$218K -$17.2K -136 -6%
SAM
2478
S.A. Mason
Michigan
$218K -$14.4K -114 -5%
HC
2479
Henshaw Capital
Massachusetts
$217K +$33.8K +267 +13%
HIIFS
2480
Harel Insurance Investments & Financial Services
Israel
$217K -$75.9K -600 -21%
GA
2481
Geller Advisors
New York
$217K +$284K +2,249 New
CG
2482
Corundum Group
Colorado
$216K -$26K -206 -8%
TB
2483
Terril Brothers
Missouri
$216K +$75.2K +595 +36%
AIS
2484
American Investment Services
Massachusetts
$215K +$8.98K +71 +3%
CHA
2485
Carmichael Hill & Associates
Maryland
$215K +$19.8K +157 +8%
APW
2486
Austin Private Wealth
Texas
$215K +$49.3K +390 +21%
PSF
2487
Pacific Sun Financial
California
$215K +$281K +2,222 New
ACA
2488
Ackerman Capital Advisors
Texas
$214K -$258K -2,039 -48%
OEP
2489
Ocean Endowment Partners
Illinois
$214K -$152K -1,200 -35%
FCM
2490
Firestone Capital Management
Florida
$214K -$17.6K -139 -6%
PBF
2491
Petix & Botte Financial
California
$213K -$6.95K -55 -2%
HCM
2492
Hutner Capital Management
Vermont
$213K +$3.79K +30 +1%
PWC
2493
PYA Waltman Capital
Tennessee
$213K +$6.32K +50 +2%
SHWM
2494
Smith & Howard Wealth Management
Georgia
$212K -$47.4K -375 -15%
RWMH
2495
Riverpoint Wealth Management Holdings
Illinois
$212K -$4.3K -34 -2%
MWPCG
2496
Measured Wealth Private Client Group
New Hampshire
$211K -$46.8K -370 -14%
EP
2497
Edgestream Partners
New Jersey
$210K -$822K -6,498 -75%
HCP
2498
Holt Capital Partners
Texas
$210K – – –
SAG
2499
Spotlight Asset Group
Illinois
$209K – – –
PAM
2500
Premier Asset Management
Illinois
$209K +$12.6K +100 +5%
98 99
100
101 102