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Name Holding Trade Value Shares
Change 		Change in
Stake
GWAG
2726
Garrett Wealth Advisory Group
Texas
$275K +$52.7K +808 +22%
AGC
2727
Aspen Grove Capital
Colorado
$274K +$4.83K +74 +2%
PW
2728
PUREfi Wealth
Massachusetts
$274K +$287K +4,403 New
IIA
2729
Integral Investment Advisors
California
$274K -$13.9K -213 -5%
JWS
2730
Juncture Wealth Strategies
Arizona
$274K -$4.05K -62 -1%
SWP
2731
Summit Wealth Partners
Florida
$273K +$69.1K +1,058 +32%
POIA
2732
Pin Oak Investment Advisors
Texas
$273K – – –
WTB
2733
Washington Trust Bank
Washington
$272K +$285K +4,372 New
BWFA
2734
Baltimore-Washington Financial Advisors
Maryland
$272K -$9.4K -144 -3%
KWA
2735
Kellett Wealth Advisors
Ohio
$271K -$75.7K -1,159 -21%
SCA
2736
Sulzberger Capital Advisors
Florida
$270K +$283K +4,338 New
AWM
2737
Aviso Wealth Management
Washington
$269K +$33.5K +513 +13%
4A
2738
4Wealth Advisors
Illinois
$269K +$283K +4,328 New
PSFG
2739
Park Square Financial Group
Georgia
$269K +$282K +4,326 New
CA
2740
CGN Advisors
Kansas
$269K -$25.9K -397 -8%
CWA
2741
Consilio Wealth Advisors
Washington
$269K +$14.9K +228 +6%
TWM
2742
Tanager Wealth Management
United Kingdom
$269K +$81.9K +1,255 +41%
WG
2743
Watchman Group
Texas
$268K +$131 +2 +0%
EBT
2744
Enterprise Bank & Trust
Massachusetts
$268K +$2.09K +32 +0.7%
AIM
2745
Athena Investment Management
California
$268K – – –
RWI
2746
Red Wave Investments
Pennsylvania
$267K -$96.5K -1,479 -26%
FA
2747
FDx Advisors
Illinois
$267K -$2.94K -45 -1%
CGFA
2748
Colton Groome Financial Advisors
North Carolina
$266K -$21.7K -333 -7%
MF
2749
Magnetar Financial
Illinois
$266K -$4.6M -70,505 -94%
RWM
2750
Revisor Wealth Management
Ohio
$266K -$215K -3,290 -44%
108 109
110
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