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Name Holding Trade Value Shares
Change 		Change in
Stake
RWI
2901
Red Wave Investments
Pennsylvania
$207K +$196K +1,863 New
MA
2902
Maxele Advisors
Missouri
$207K +$196K +1,863 New
BFG
2903
Birch Financial Group
New Hampshire
$207K +$195K +1,861 New
PWP
2904
Prasad Wealth Partners
Ohio
$207K +$195K +1,855 New
RA
2905
Rise Advisors
New York
$206K – – –
ONST
2906
Old North State Trust
North Carolina
$206K +$194K +1,849 New
SFFS
2907
Stonehage Fleming Financial Services
Jersey
$206K -$467K -4,442 -71%
TFA
2908
Teamwork Financial Advisors
Texas
$206K +$194K +1,849 New
OS
2909
Objectivity Squared
South Carolina
$206K +$199K +1,892 New
PW
2910
Peninsula Wealth
California
$205K +$194K +1,844 New
WWM
2911
Waterway Wealth Management
Texas
$205K +$194K +1,843 New
MSR
2912
Main Street Research
Connecticut
$205K +$192K +1,830 New
EWA
2913
Emergent Wealth Advisors
New York
$205K +$193K +1,838 New
FCA
2914
Fortis Capital Advisors
Kansas
$204K -$20.4K -194 -8%
FFA
2915
Fairfield Financial Advisors
Massachusetts
$204K -$14.2K -135 -7%
CP
2916
Canopy Partners
Ohio
$203K +$192K +1,825 New
WWM
2917
Westwood Wealth Management
California
$203K +$192K +1,825 New
IF
2918
IRON Financial
Illinois
$203K +$192K +1,823 New
FFB
2919
First Financial Bankshares
Texas
$203K -$100K -952 -34%
LFGO
2920
Legacy Financial Group (Oklahoma)
Oklahoma
$203K -$61.7K -587 -24%
AIA
2921
AIMZ Investment Advisors
California
$203K +$191K +1,822 New
WH
2922
Willner & Heller
California
$203K -$49.6K -472 -21%
WAM
2923
Walker Asset Management
Missouri
$203K +$191K +1,819 New
M1FG
2924
Mach-1 Financial Group
Arkansas
$202K -$98.4K -937 -34%
ACA
2925
Aspire Capital Advisors
Washington
$202K -$43.9K -418 -19%
115 116
117
118 119