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Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
2801
Blue Zone Wealth Advisors
California
$250K +$236K +507 New
SPI
2802
Sutton Place Investors
New York
$250K +$236K +507 New
IAIM
2803
Industrial Alliance Investment Management
Quebec, Canada
$250K -$31.6K -68 -12%
AA
2804
AJ Advisors
Tennessee
$250K +$5.58K +12 +2%
WCG
2805
Weaver Consulting Group
California
$249K – – –
FMP
2806
Financial Management Professionals
Texas
$249K – – –
CCA
2807
Carrera Capital Advisors
Michigan
$249K +$9.77K +21 +4%
NCM
2808
Northside Capital Management
Oregon
$248K – – –
YWM
2809
Yoder Wealth Management
California
$248K +$10.7K +23 +5%
HGERS
2810
Householder Group Estate & Retirement Specialist
Arizona
$247K -$17.2K -37 -7%
DAM
2811
Doheny Asset Management
California
$247K – – –
LWMNY
2812
Landmark Wealth Management (New York)
New York
$247K – – –
1W
2813
1776 Wealth
Georgia
$247K -$2.33K -5 -1%
LAM
2814
Lountzis Asset Management
Pennsylvania
$247K – – –
MCI
2815
MRP Capital Investments
Georgia
$247K – – –
RDIA
2816
RE Dickinson Investment Advisors
Iowa
$247K – – –
UC
2817
Unio Capital
New Jersey
$247K – – –
CWM
2818
Castle Wealth Management
Florida
$246K +$232K +498 New
LIA
2819
LS Investment Advisors
Michigan
$246K – – –
ORC
2820
O'Rourke & Company
Massachusetts
$246K +$231K +497 New
BIG
2821
Builder Investment Group
Georgia
$245K – – –
EM
2822
ELCO Management
New York
$244K – – –
GC
2823
Gibson Capital
Pennsylvania
$244K – – –
SRL
2824
Scientech Research LLC
New Jersey
$244K -$2.17M -4,677 -90%
GSIS
2825
Global Strategic Investment Solutions
Arizona
$243K -$12.1K -26 -5%