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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
3251
Aventura Private Wealth
Florida
$223K +$70.6K +894 +48%
AI
3252
AXS Investments
New York
$223K -$11.1K -140 -5%
FWP
3253
Fiduciary Wealth Partners
Massachusetts
$223K +$4.82K +61 +2%
IA
3254
Invested Advisors
Pennsylvania
$223K -$24.8K -314 -10%
WH
3255
Whitcomb & Hess
Ohio
$223K – – –
MFG
3256
Mission Financial Group
Nevada
$223K +$216K +2,740 New
SRWM
3257
Shira Ridge Wealth Management
California
$223K – – –
TFCP
3258
Twin Focus Capital Partners
Massachusetts
$223K – – –
MWP
3259
Meriwether Wealth & Planning
Louisiana
$222K -$3.32K -42 -2%
SS
3260
STG Securities
New York
$222K +$216K +2,730 New
IAG
3261
Ipsen Advisor Group
Arkansas
$222K +$395 +5 +0.2%
IF
3262
Integrity Financial
Wyoming
$221K -$78.8K -998 -27%
PA
3263
Planning Alternatives
Michigan
$221K +$215K +2,721 New
NONA
3264
Ninety One North America
New York
$221K -$193K -2,448 -47%
BC
3265
BDFS Capital
Delaware
$221K -$14.2K -180 -6%
SIC
3266
SJS Investment Consulting
Ohio
$220K -$63.8K -808 -23%
PFG
3267
PAX Financial Group
Texas
$220K +$214K +2,708 New
HG
3268
Harbor Group
New Hampshire
$220K -$39.2K -496 -15%
MWM
3269
Mascagni Wealth Management
Mississippi
$219K +$213K +2,694 New
PWM
3270
Penobscot Wealth Management
Maine
$219K +$212K +2,690 New
EWA
3271
Emergent Wealth Advisors
New York
$219K +$4.19K +53 +2%
LFA
3272
Lauterbach Financial Advisors
Texas
$218K – – –
HPC
3273
Hobart Private Capital
North Carolina
$218K +$212K +2,682 New
SIM
3274
Sterling Investment Management
Arizona
$218K – – –
MI
3275
Moneywise Inc
Virginia
$218K +$1.34K +17 +0.6%
129 130
131
132 133