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Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
3276
Blue Zone Wealth Advisors
California
$222K +$199K +789 New
APC
3277
Aspire Private Capital
North Carolina
$222K +$199K +789 New
AWMI
3278
Aegis Wealth Management (Iowa)
Iowa
$221K +$198K +786 New
B
3279
Barings
North Carolina
$221K +$198K +786 New
RWM
3280
Riverchase Wealth Management
Texas
$221K +$198K +786 New
CPA
3281
Clear Point Advisors
New York
$221K +$198K +785 New
AFA
3282
Arlington Financial Advisors
California
$220K +$198K +784 New
PAG
3283
Powers Advisory Group
Illinois
$220K +$197K +783 New
HWM
3284
HFR Wealth Management
New York
$220K +$197K +783 New
ANB
3285
Amarillo National Bank
Texas
$220K +$197K +782 New
BW
3286
Balance Wealth
Ohio
$220K +$197K +781 New
BS
3287
Brighton Securities
New York
$220K +$197K +781 New
HIG
3288
Heritage Investment Group
Florida
$220K +$197K +781 New
SCA
3289
Stillwater Capital Advisors
Pennsylvania
$219K +$197K +780 New
BFP
3290
Beacon Financial Planning
Massachusetts
$219K +$196K +778 New
RWA
3291
River Wealth Advisors
Pennsylvania
$219K +$196K +778 New
AAM
3292
Aureus Asset Management
Massachusetts
$219K +$196K +778 New
KIM
3293
Kestra Investment Management
Texas
$218K -$65.5K -260 -25%
AFG
3294
Arkansas Financial Group
Arkansas
$218K +$196K +776 New
MCM
3295
MontVue Capital Management
Virginia
$218K +$195K +775 New
PWA
3296
Physician Wealth Advisors
Utah
$218K +$30.5K +121 +19%
IW
3297
Imprint Wealth
South Carolina
$218K – – –
CA
3298
Crane Advisory
California
$218K – – –
BIA
3299
Bell Investment Advisors
California
$217K +$6.05K +24 +3%
SPAS
3300
Spectrum Planning & Advisory Services
California
$217K -$67K -266 -26%
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