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Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
1801
Hilltop National Bank
Wyoming
$327K -$14.2K -309 -4%
PB
1802
Pinnacle Bancorp
Nebraska
$326K +$5.78K +126 +2%
CWA
1803
Cura Wealth Advisors
Illinois
$326K – – –
SA
1804
SPWM Advisors
Michigan
$326K +$124K +2,701 New
FA
1805
Fermata Advisors
California
$325K +$338K +7,376 New
TCM
1806
Traynor Capital Management
Pennsylvania
$325K -$80.9K -1,765 -18%
OFS
1807
OneAscent Financial Services
Alabama
$325K +$338K +7,371 New
MFG
1808
Magnus Financial Group
New York
$325K -$64.8K -1,414 -16%
GGS
1809
Galvin Gaustad & Stein
Arizona
$324K +$337K +7,353 New
EPIM
1810
Evelyn Partners Investment Management
$324K -$55.5K -1,210 -14%
PWA
1811
Physician Wealth Advisors
Utah
$324K +$78.4K +1,711 +30%
GSIAS
1812
Garden State Investment Advisory Services
New Jersey
$324K +$57.3K +1,250 +21%
CGH
1813
CMG Global Holdings
Texas
$323K -$4.72K -103 -1%
PWG
1814
Portside Wealth Group
Utah
$323K +$97K +2,117 +41%
AWM
1815
Ameliora Wealth Management
Switzerland
$322K – – –
DBFM
1816
Dickmeyer Boyce Financial Management
Indiana
$322K +$334K +7,291 New
TGY2IT
1817
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$321K -$2.81M -61,400 -89%
FFWA
1818
FRG Family Wealth Advisors
Washington
$321K +$41.9K +914 +14%
AWAP
1819
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$321K – – –
RA
1820
Rise Advisors
New York
$320K +$2.11K +46 +0.7%
SDH
1821
Sloy Dahl & Holst
Washington
$319K – – –
LG
1822
LaFleur & Godfrey
Michigan
$319K -$7.06K -154 -2%
TFA
1823
Trinity Financial Advisors
Ohio
$318K -$10.3K -225 -3%
PPW
1824
Pasadena Private Wealth
California
$318K +$45.8K +1,000 +16%
FFG
1825
Fiduciary Financial Group
California
$318K +$9.49K +207 +3%
71 72
73
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