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Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
3051
Core Wealth Advisors (Florida)
Florida
$281K +$57.9K +110 +24%
BZWA
3052
Blue Zone Wealth Advisors
California
$281K -$42.7K -81 -13%
AFG
3053
ABLE Financial Group
Arizona
$281K -$3.69K -7 -1%
DWM
3054
Denver Wealth Management
Colorado
$281K – – –
AW
3055
Alchemi Wealth
Connecticut
$280K -$20.5K -39 -7%
OCG
3056
Opus Capital Group
Ohio
$280K -$1.58K -3 -0.5%
PR
3057
Payden & Rygel
California
$280K – – –
TFA
3058
Tranquilli Financial Advisor
New Jersey
$279K -$8.43K -16 -3%
PPC
3059
Park Place Capital
Alabama
$279K +$41.1K +78 +16%
SPW
3060
Stillwater Private Wealth
Pennsylvania
$278K +$294K +558 New
IVP
3061
Intrinsic Value Partners
Arizona
$277K -$19K -36 -6%
CWM
3062
Concentrum Wealth Management
California
$277K +$292K +555 New
CWM
3063
Cahaba Wealth Management
Georgia
$277K +$527 +1 +0.2%
MAG
3064
M3 Advisory Group
Massachusetts
$277K +$52.1K +99 +22%
FBB
3065
Fulton Breakefield Broenniman
Maryland
$277K -$30.5K -58 -9%
PSCM
3066
Per Stirling Capital Management
Texas
$276K +$12.1K +23 +4%
AA
3067
Addison Advisors
Vermont
$276K +$1.58K +3 +0.5%
PAM
3068
Palisade Asset Management
Minnesota
$276K +$291K +553 New
TWML
3069
Todd Wealth Management, LLC
Florida
$276K -$4.21K -8 -1%
HDIM
3070
Hanson & Doremus Investment Management
Vermont
$276K -$39K -74 -12%
LAS
3071
LWM Advisory Services
Florida
$276K -$203K -385 -41%
JRSI
3072
Jeter Robert S II
$275K +$293K +556 New
BMWS
3073
Brady Martz Wealth Solutions
North Dakota
$275K -$136K -259 -32%
BMCM
3074
Burns Matteson Capital Management
New York
$275K -$744K -1,413 -72%
GA
3075
GFS Advisors
Texas
$275K -$92.2K -175 -24%
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