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Name Holding Trade Value Shares
Change 		Change in
Stake
GGA
3126
Granite Group Advisors
Connecticut
$243K – – –
IWP
3127
Innova Wealth Partners
Pennsylvania
$242K +$33.8K +62 +16%
VCWM
3128
Vista Cima Wealth Management
Arizona
$242K -$3.81K -7 -2%
TI
3129
Truepoint Inc
Ohio
$242K – – –
PA
3130
Probity Advisors
Texas
$241K – – –
ZI
3131
ZEGA Investments
Florida
$241K – – –
OCG
3132
Opus Capital Group
Ohio
$241K – – –
BIM
3133
Bullseye Investment Management
Ohio
$241K +$240K +440 New
WPA
3134
West Paces Advisors
Georgia
$240K +$2.72K +5 +1%
LA
3135
Lifeworks Advisors
Michigan
$240K +$238K +437 New
FTA
3136
Financial & Tax Architects
Missouri
$239K -$62.6K -115 -21%
SWMG
3137
Stillwater Wealth Management Group
Florida
$239K – – –
FC
3138
FCA Corp
Texas
$238K +$544 +1 +0.2%
FF
3139
Fluent Financial
Texas
$238K -$8.71K -16 -4%
HA
3140
Helium Advisors
Washington
$236K -$12.5K -23 -5%
I
3141
IMPACTfolio
Colorado
$235K – – –
ICM
3142
Intrepid Capital Management
Florida
$235K +$10.3K +19 +5%
MMHP
3143
Murphy Middleton Hinkle & Parker
Georgia
$235K – – –
RFW
3144
Rainier Family Wealth
Washington
$234K – – –
CT
3145
ClearAlpha Technologies
Connecticut
$234K -$755K -1,386 -76%
GWM
3146
Greenwich Wealth Management
Connecticut
$234K -$17.4K -32 -7%
RWA
3147
Rooted Wealth Advisors
Illinois
$234K -$1.09K -2 -0.4%
NWMG
3148
Nicholson Wealth Management Group
South Carolina
$233K +$232K +426 New
RCM
3149
RNC Capital Management
California
$233K -$10.9K -20 -4%
HCM
3150
Heathbridge Capital Management
Ontario, Canada
$233K -$27.2K -50 -11%
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126
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