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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
551
Hantz Financial Services
Michigan
$3K +$2.93K +10 New
CIAS
552
CBIZ Investment Advisory Services
Ohio
$2.79K +$1.76K +6 +120%
AA
553
Addison Advisors
Vermont
$2.03K – – –
CCM
554
Cloud Capital Management
Washington
$2K +$2.63K +9 New
VNA
555
Valley National Advisers
Pennsylvania
$2K +$3.22K +11 New
HWM
556
HighMark Wealth Management
Minnesota
$1.78K – – –
ZBNA
557
Zions Bancorporation, National Association
Utah
$1.78K – – –
DPW
558
DiNuzzo Private Wealth
Pennsylvania
$1.54K +$1.46K +5 New
PWA
559
Principia Wealth Advisory
Texas
$1.52K +$878 +3 +100%
FFO
560
Fortitude Family Office
Arizona
$1.52K +$1.76K +6 New
MA
561
Montag & Associates
Georgia
$1.36K – – –
AFG
562
Albion Financial Group
Utah
$1.27K – – –
PTC
563
Private Trust Company
Ohio
$1.27K – – –
BWL
564
Bogart Wealth LLC
Virginia
$1.27K +$878 +3 +150%
GA
565
Guerra Advisors
Florida
$1.27K +$1.46K +5 New
MCM
566
MAI Capital Management
Ohio
$1.21K -$7.9K -27 -84%
AF
567
Advisornet Financial
Minnesota
$1.02K – – –
QWM
568
Quaker Wealth Management
New Jersey
$1.02K – – –
SC
569
SouthState Corp
Florida
$1.02K – – –
ACA
570
American Capital Advisory
Idaho
$1.02K +$293 +1 +33%
JWM
571
JPL Wealth Management
Colorado
$1.02K +$1.17K +4 New
RWM
572
Raffa Wealth Management
District of Columbia
$1.02K +$1.17K +4 New
CI
573
CX Institutional
Indiana
$1K – – –
AW
574
Avion Wealth
Texas
$1K +$585 +2 +100%
HWP
575
Highline Wealth Partners
California
$762 +$878 +3 New
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