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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
3301
Clear Point Advisors
New York
$221K +$198K +785 New
AFA
3302
Arlington Financial Advisors
California
$220K +$198K +784 New
PAG
3303
Powers Advisory Group
Illinois
$220K +$197K +783 New
HWM
3304
HFR Wealth Management
New York
$220K +$197K +783 New
ANB
3305
Amarillo National Bank
Texas
$220K +$197K +782 New
BW
3306
Balance Wealth
Ohio
$220K +$197K +781 New
BS
3307
Brighton Securities
New York
$220K +$197K +781 New
HIG
3308
Heritage Investment Group
Florida
$220K +$197K +781 New
SCA
3309
Stillwater Capital Advisors
Pennsylvania
$219K +$197K +780 New
BFP
3310
Beacon Financial Planning
Massachusetts
$219K +$196K +778 New
RWA
3311
River Wealth Advisors
Pennsylvania
$219K +$196K +778 New
AAM
3312
Aureus Asset Management
Massachusetts
$219K +$196K +778 New
KIM
3313
Kestra Investment Management
Texas
$218K -$65.5K -260 -25%
AFG
3314
Arkansas Financial Group
Arkansas
$218K +$196K +776 New
MCM
3315
MontVue Capital Management
Virginia
$218K +$195K +775 New
PWA
3316
Physician Wealth Advisors
Utah
$218K +$30.5K +121 +19%
IW
3317
Imprint Wealth
South Carolina
$218K – – –
CA
3318
Crane Advisory
California
$218K – – –
BIA
3319
Bell Investment Advisors
California
$217K +$6.05K +24 +3%
SPAS
3320
Spectrum Planning & Advisory Services
California
$217K -$67K -266 -26%
BFA
3321
Benedict Financial Advisors
Georgia
$217K +$195K +773 New
EW
3322
Expressive Wealth
Illinois
$217K +$195K +772 New
CL
3323
CVFG LLC
Indiana
$216K -$19.9K -79 -9%
CSI
3324
Clark & Stuart Inc
Maine
$216K +$193K +767 New
WFA
3325
West Financial Advisors
Iowa
$215K – – –
131 132
133
134 135