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Howmet Aerospace
HWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
1026
Summit Wealth Group (Colorado)
Colorado
$238K +$231K +1,159 New
NG
1027
Norden Group
Utah
$237K +$230K +1,156 New
MAWA
1028
Moss Adams Wealth Advisors
Washington
$237K +$18.1K +91 +9%
KWM
1029
Kassira Wealth Management
Tennessee
$235K +$1.99K +10 +0.9%
BW
1030
BIP Wealth
Georgia
$234K -$9.55K -48 -4%
AWM
1031
Affinity Wealth Management
Delaware
$234K +$2.39K +12 +1%
MCCA
1032
Mill Creek Capital Advisors
Pennsylvania
$234K -$38.6K -194 -15%
PPWM
1033
Paragon Private Wealth Management
Kentucky
$233K -$9.16K -46 -4%
SIG
1034
Sargent Investment Group
Maryland
$233K +$226K +1,136 New
TWD
1035
True Wealth Design
Ohio
$232K -$597 -3 -0.3%
IIL
1036
Income Insurance Ltd
$232K +$225K +1,132 New
TW
1037
TritonPoint Wealth
Maryland
$232K -$18.1K -91 -7%
VNA
1038
Valley National Advisers
Pennsylvania
$232K +$16.1K +81 +8%
BAM
1039
BOS Asset Management
Illinois
$232K -$10.4K -52 -4%
OL
1040
OneFund LLC
Florida
$231K +$12.9K +65 +6%
KIM
1041
Kestra Investment Management
Texas
$231K +$14.1K +71 +7%
PWG
1042
Portside Wealth Group
Utah
$230K +$223K +1,122 New
FFA
1043
Fi3 Financial Advisors
Indiana
$230K -$3.58K -18 -2%
BAM
1044
Belpointe Asset Management
Nevada
$229K +$223K +1,119 New
SWM
1045
Sterling Wealth Management
Illinois
$229K – – –
AGP
1046
Aspire Growth Partners
Florida
$228K – – –
RCA
1047
Resonant Capital Advisors
Wisconsin
$228K +$1.19K +6 +0.5%
NAAA
1048
New Age Alpha Advisors
New York
$227K -$160K -803 -42%
SIC
1049
Shoker Investment Counsel
Ohio
$227K – – –
CCMG
1050
Clark Capital Management Group
Pennsylvania
$227K +$221K +1,109 New
40 41
42
43 44