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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1851
BlueSky Wealth Advisors
North Carolina
$265K -$111K -219 -30%
AA
1852
Advisory Advocates
Michigan
$263K -$506 -1 -0.2%
OFG
1853
Omega Financial Group
California
$263K – – –
RG
1854
Renaissance Group
Kentucky
$262K – – –
SFB
1855
STAR Financial Bank
Indiana
$262K +$256K +505 New
PVI
1856
Pine Valley Investments
New Jersey
$261K +$19.8K +39 +8%
JC
1857
JB Capital
Connecticut
$260K +$10.1K +20 +4%
JWM
1858
JGP Wealth Management
Oregon
$260K -$10.1K -20 -4%
TC
1859
Trilogy Capital
California
$259K -$48.6K -96 -16%
PVI
1860
Pura Vida Investments
New York
$259K – – –
PPC
1861
Park Place Capital
Alabama
$259K -$506 -1 -0.2%
GFPC
1862
Global Financial Private Client
Florida
$259K +$11.1K +22 +5%
GWM
1863
Geneos Wealth Management
Colorado
$258K +$49.1K +97 +24%
CWA
1864
Consilio Wealth Advisors
Washington
$257K -$7.6K -15 -3%
GIM
1865
Gold Investment Management
Alberta, Canada
$257K – – –
FWTB
1866
First Western Trust Bank
Colorado
$257K +$2.03K +4 +0.8%
PCFFS
1867
Pacific Center for Financial Services
California
$256K – – –
GA
1868
GSG Advisors
New Jersey
$256K -$2.03K -4 -0.8%
GWS
1869
Greykasell Wealth Strategies
California
$256K – – –
AW
1870
Alteri Wealth
California
$256K +$1.01K +2 +0.4%
RC
1871
Rexford Capital
Texas
$255K +$44.6K +88 +22%
BPW
1872
BLVD Private Wealth
Kentucky
$255K +$249K +491 New
FPW
1873
Flywheel Private Wealth
California
$254K – – –
BWM
1874
BlackDiamond Wealth Management
New York
$254K +$41K +81 +19%
BAM
1875
Brave Asset Management
New Jersey
$253K -$3.04K -6 -1%
73 74
75
76 77