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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
3451
Auour Investments
Massachusetts
$308K – – –
PWM
3452
Partners Wealth Management
California
$307K – – –
BS
3453
Brighton Securities
New York
$307K -$117K -324 -28%
HIC
3454
Harvey Investment Company
Kentucky
$306K – – –
JPLA
3455
Joseph P. Lucia & Associates
New York
$306K +$1.09K +3 +0.4%
AWAP
3456
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$305K +$2.9K +8 +1%
FI
3457
Financial Insights
Washington
$305K -$17.4K -48 -5%
SIC
3458
SFE Investment Counsel
California
$305K -$16.3K -45 -5%
PCM
3459
Pointe Capital Management
Michigan
$305K +$54.3K +150 +22%
AIA
3460
Armor Investment Advisors
North Carolina
$304K -$31.5K -87 -9%
NEWAS
3461
N.E.W. Advisory Services
Wisconsin
$304K -$13.8K -38 -4%
RFG
3462
REAP Financial Group
Texas
$304K +$124K +342 +70%
CIAM
3463
Caitong International Asset Management
Hong Kong
$304K +$300K +829 New
KCP
3464
Kera Capital Partners
California
$303K +$299K +826 New
PPW
3465
Presilium Private Wealth
Pennsylvania
$303K -$31.1K -86 -9%
SGI
3466
Swan Global Investments
Colorado
$303K +$59.3K +164 +25%
SC
3467
Seldon Capital
California
$302K – – –
LSWP
3468
Liberty Square Wealth Partners
Pennsylvania
$302K – – –
CPC
3469
CFC Planning Company
Indiana
$301K +$3.98K +11 +1%
MPIA
3470
Milestones Private Investment Advisors
New York
$301K +$297K +821 New
PWM
3471
Puff Wealth Management
New Jersey
$301K +$10.9K +30 +4%
KG
3472
Kilter Group
New York
$300K +$296K +819 New
AFO
3473
Arrowroot Family Office
California
$300K +$296K +819 New
BFW
3474
Brady Family Wealth
Missouri
$299K +$2.17K +6 +0.7%
CCM
3475
Cohen Capital Management
California
$298K – – –
137 138
139
140 141