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Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
2801
Holos Integrated Wealth
Pennsylvania
$235K +$221K +2,107 New
ZB
2802
Zions Bancorporation
Utah
$234K -$2.42K -23 -1%
SWP
2803
Summit Wealth Partners
Florida
$234K +$221K +2,105 New
IAP
2804
Indie Asset Partners
Indiana
$234K -$4.73K -45 -2%
PMIA
2805
Patrick Mauro Investment Advisor
Illinois
$234K – – –
AG
2806
AmeriFlex Group
Nevada
$233K +$217K +2,064 New
MHC
2807
May Hill Capital
Massachusetts
$233K +$220K +2,095 New
BBPWM
2808
Blue Bell Private Wealth Management
Pennsylvania
$233K +$37.3K +355 +20%
TPCM
2809
Templeton & Phillips Capital Management
Tennessee
$233K – – –
SC
2810
Stephens Consulting
Michigan
$232K – – –
LSA
2811
Lansing Street Advisors
Pennsylvania
$232K +$219K +2,081 New
BWG
2812
Boomfish Wealth Group
Georgia
$231K -$998K -9,504 -82%
NJBEST
2813
New Jersey Better Educational Savings Trust
New Jersey
$231K +$218K +2,077 New
EWM
2814
Evermay Wealth Management
Virginia
$231K -$11.6K -110 -5%
MWP
2815
Meridian Wealth Partners
Pennsylvania
$231K +$218K +2,073 New
TW
2816
Towerpoint Wealth
California
$230K +$217K +2,068 New
DFP
2817
Defined Financial Planning
California
$230K +$217K +2,062 New
FA
2818
FF Advisors
California
$229K +$213K +2,024 New
PWM
2819
PMG Wealth Management
Illinois
$229K +$216K +2,054 New
FA
2820
Financial Advisors
Massachusetts
$229K +$216K +2,053 New
SCI
2821
Silver Coast Investments
United States
$228K -$5.67K -54 -3%
SIA
2822
SGL Investment Advisors
Montana
$228K +$24.8K +236 +13%
FNBOMD
2823
First National Bank of Mount Dora
Florida
$227K +$215K +2,043 New
RFM
2824
Royal Fund Management
Florida
$227K -$16.8K -160 -7%
RWM
2825
Rockline Wealth Management
New York
$227K -$31.5K -300 -13%
111 112
113
114 115