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Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
2126
Householder Group Estate & Retirement Specialist
Arizona
$152K -$49.4K -277 -23%
WPA
2127
West Paces Advisors
Georgia
$152K – – –
WWA
2128
Wingate Wealth Advisors
Massachusetts
$149K +$160K +895 New
WAM
2129
WFA Asset Management
Wisconsin
$148K -$104K -585 -40%
BFPW
2130
BOK Financial Private Wealth
Colorado
$147K +$120K +670 +324%
RWM
2131
Rialto Wealth Management
New York
$146K +$157K +878 New
PS
2132
Pinney & Scofield
Massachusetts
$145K +$155K +870 New
B
2133
Birchbrook
Maine
$145K – – –
PWA
2134
Physician Wealth Advisors
Utah
$144K +$154K +864 New
S
2135
Sachetta
Massachusetts
$143K -$38K -213 -20%
SC
2136
SouthState Corp
Florida
$143K -$87.1K -488 -36%
OA
2137
Operose Advisors
Wisconsin
$142K -$47.5K -266 -24%
OIA
2138
Optimum Investment Advisors
Illinois
$142K – – –
TIM
2139
Tortoise Investment Management
New York
$139K – – –
FGC
2140
Financial Gravity Companies
Texas
$137K +$13K +73 +10%
CCA
2141
Catalyst Capital Advisors
New York
$136K +$97.8K +548 +203%
FA
2142
Financial Avengers
California
$135K +$178 +1 +0.1%
CT
2143
Clearstead Trust
Maine
$135K – – –
BOJHT
2144
Bank of Jackson Hole Trust
Wyoming
$134K +$144K +806 New
BCM
2145
Berbice Capital Management
New York
$133K +$143K +800 New
GTAM
2146
Global Trust Asset Management
Florida
$131K +$1.61K +9 +1%
GWSG
2147
GPS Wealth Strategies Group
Colorado
$130K -$7.14K -40 -5%
IHWM
2148
Iron Horse Wealth Management
Iowa
$130K -$17.7K -99 -11%
SWA
2149
SOA Wealth Advisors
New York
$130K +$535 +3 +0.4%
RA
2150
Rise Advisors
New York
$129K -$3.03K -17 -2%
84 85
86
87 88